Closely Held & Family Business
It can be incredibly difficult to run a closely held or family owned business. Beyond the challenges that a traditional business encounters, a closely held or family owned business has the challenge of trying to align the owners and family values with the operations and goals of the business.
Sample & Bailey understands these additional challenges and takes a generational or phased approach to your business. Whether you are in the startup phase and are trying to raise capital, pick an entity structure or complete the necessary registration documents, to the growth phase in which you are trying to manage your cash flow, budgeting, legal compliance and profit growth, to the transition phase in which your succession or exit strategy is realized, and the next generation enters the business and brings their own vision and goals with them. Let Sample & Bailey’s experienced professionals help you navigate your company’s life cycle and reach prosperity.
In addition to our traditional tax compliance and financial statement services, we provide services and proven strategies that include the following:
- Entity structure
- New business consulting
- Accounting software assistance and training
- Capital requirements and financing issues
- General management consulting
- Family business facilitator
- Tax minimization planning
- Budgeting and forecasting
- Operational performance and benchmarking
- Business growth strategies
- Buy-sell agreements
- Succession planning
- Retirement planning
- Estate planning and wealth transfer
- Exit Strategies
- Litigation support
- Business valuations
- Cash flow management
