Family Business Consulting section-large

Family Business Consulting

Family businesses, defined as businesses where more than one family member is involved in management and ownership, face the same challenges as every other privately held business. However, in addition they are dealing with unique issues stemming from the inter-personal relations between the individual family members and the reciprocal impact between the life cycle events of the family or a family member and the company. The complex structure of a family business can create great opportunities but also serious problems that may affect the long-term success of your investment.

How We Can Help You

At GreerWalker LLP we have more than 25 years of experience in all aspects of a family business. We can assist you in developing clearly defined strategies related to your company’s management, operations, wealth, and ownership that are in alignment with the long-term goals of your business as well as your personal goals. In addition to income tax and accounting services, we provide a wide range of specialized services to family businesses and their owners. These services include:

  • Compensation policies
  • Estate planning and administration
  • Entity structure
  • Gift and trust planning
  • Ownership transfer planning
  • Retirement planning
  • Strategic planning
  • Succession planning
  • Wealth distribution and wealth management

For more information on how we can assist your company, please contact Sandi Thorman or Charlie Greer.

Key Partners & Associates

Sandi O. Thorman, CPA, Partner

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