Family-Owned Businesses

Members of CPAmerica International are trained and experienced in dealing with the unique challenges and needs of family-owned businesses – with knowledge that goes far beyond tax returns and financial statements.

Acting as business consultants and objective, trusted advisers, our member firms will address both your hard-side issues, such as taxes and financial planning, and your soft-side issues, such as leadership transition. Many of the often unaddressed soft-side issues are crucial to building value in your family business.

The personalized service offered by the CPAmerica network of firms, backed by years of experience, provides both sophisticated financial planning and comprehensive assistance with business and interpersonal issues. Our members will help you deal with the unique issues facing family businesses:

Hard-Side Issues

  • Mergers and acquisitions
  • Investment banking
  • Wealth accumulation
  • Wealth preservation and transfer
  • Cash flow improvement
  • Business and personal economic and tax planning
  • Business valuations and structures
  • Business profitability enhancements
  • Profitability consulting
  • Insurance reviews

Soft-Side Issues:

  • Communication counseling
  • Goal setting and clarification
  • Performance standards development
  • Job descriptions and roles
  • Conflict management
  • Compensation structures
  • Leadership transition and succession
  • Shareholder agreements

Dedicated to helping you fulfill your personal needs as well as meet your business goals, our members are positioned to give you close individual attention and advice while offering you a broad knowledge base and access to resources through our network of national and international firms specializing in family-owned businesses. The resources available through the CPAmerica network set our members apart from other local and regional advisers.

You can win the tug-of-war between current business success and future leadership transition, between business goals and personal planning needs. Let a CPAmerica member firm coordinate your business and family plans to meet your challenges so your business can find success – today and tomorrow.