Private Companies

Our business-minded professionals are dedicated to the passionate pursuit of helping private companies and their owners seize opportunity. Working with this unique group of people for so many years has revealed three key tenants: No one wants to pay one penny more in taxes than legally required; audit, attest and other regulatory requirements are sometimes complex but can also add value if done right; and planning for the next step in the business, or life, is paramount. We are here to help you solve issues, grow your business and generate significant value from our relationship. With more than 40 years of focusing on private companies and their needs — including S Corporations, LLCs, Partnerships and C Corporations in almost every industry — we are your advocates. Whether you are an early-stage entity, closely held business or a large established institution, we help you improve your operations and profitability. Beyond tax and assurance compliance, we work with you on other impactful areas, such as implementing more efficient and effective procedures, facilitating off-site strategic business meetings, and recommending proven business ideas to help improve working capital and manage cash flow and liquidity. As your advocate, we work with law makers and regulatory agencies to make sure the voice of the private company is heard. We are always accessible and offer real-time communication of evolving opportunities.


  • Financial statement audits, reviews, compilations and other attest services
  • Tax compliance and planning, including state, local and international tax strategies
  • Credits and incentives
  • Management and operations consulting
  • Transactions
  • High-Net-Worth individuals, families and family offices
  • Financial and non-financial guidance on ownership succession planning, from strategic planning through execution
  • General business consulting and best practices