Privately Held Businesses

Closely-held businesses face unique concerns and accounting requirements that differ from those encountered by larger companies.

Often, the finances of the business and the family are highly entwined and the business typically represents a large share of the family’s wealth and future security.

For these reasons, it’s essential that you work with a CPA that understands the importance of those relationships and the unique set of skills required. For more than 25 years, our team of professionals has been helping emerging, growing and mature closely-held businesses work through complicated business issues and challenges.

Strategic planning for privately-held businesses is absolutely crucial to ensuring their success.

We’ve worked with many of our privately-held business clients through multiple generations, approaching business decisions with the same level of commitment as that of the management team.

Our goal is to build a long-lasting, trusting relationship so our clients feel comfortable asking us any question or approaching us with any obstacle. We offer a comprehensive set of services that help our clients throughout the entire business life cycle, from formation and entity selection, through expansion and acquisitions, to tax and succession planning.

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Financial Accounting Transactions

We can organize  your general ledger, track complex entity structures and provide transparent Accounts Receivable reporting.

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Business and strategic planning

Our consultants analyze your business plan and help you align strategies and tactics with your short and long term goals.

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Buy-Sell Agreements

We help you protect your interests and ensure you understand your rights so you can feel confident in your arrangements.

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Succession Planning

We can help you through the planning process to help preserve your legacy and intentions.

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Business Valuations

Our industry veterans can help you value your business so you’re in the best position to sell or acquire financing.

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Audits, reviews, compilations, etc.

We have a dedicated assurance team that can perform audits, reviews, compilations, agreed upon procedures and other services.

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Operational Reviews

Your business may have outgrown the processes you use every day. Our consultants can help you find efficiencies and cut costs.

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Estate and Gift Tax Planning

Our tax team is focused on staying up to date with current codes and regulations, so you can maximize your opportunities.

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Due Diligence

Our detailed research process helps you understand your risks so you can feel confident about your business decisions.

Resources

Richey May is committed to staying on top of current trends and hot topics within your industry. As part of that commitment, we offer a number of resources to help our clients stay ahead of the competition.

Do you have financial questions about your privately-held business? Contact us below to talk to our team of professionals.

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