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Claim the Future Understanding the dynamics of a family-owned business and the relationship between business, strategy, management, estate, and succession plans is the key to success. We help clients. Read More

More Than a Hobby – It’s Business Team owners depend on more than just good weather and a packed house for a successful franchise – they need strong community. Read More

Complexity Made Simple Increased complexity introduces the possibility of complications. Our Advisory Services Group focuses on making the complex simple by remaining technically proficient in today’s challenging and shifting business. Read More

Protecting Your Financial Legacy Wealth is a web of many strands — assets, property, debt, goals — and at the core is a financial strategy that addresses all of. Read More

Aligning Interest with Long-Term Goals Whether managing an existing ESOP company, or considering selling to a newly formed ESOP, we bring in-depth knowledge, experience, and resources to help manage opportunities. Read More

Objective Opinions Business valuation is an increasingly central theme in many financial reporting, tax, and litigation matters. In an ideal world, perfect transactional evidence between willing and knowledgeable buyers. Read More

Even the best trial attorneys need expert assistance in addressing and presenting complex business, financial and accounting issues. Our experience in litigation support can be invaluable in gathering, organizing. Read More

Jessica focuses on income tax, estate and succession planning needs of business owners, high-net-worth individuals and their families, and works closely with clients to understand their primary objectives and. Read More

Rick serves privately held, middle-market, high-growth clients in a variety of industries. Specifically, he has extensive experience working with closely held and family-held businesses and their attendant issues including. Read More

Transitioning to the status of “Partner Emeritus,” Cindy Johnson, a distinguished member of our CPA firm, has been a driving force in providing specialized services to large, privately held. Read More