Private Business / Family Enterprise
Finance and tax advice for the long-term decisionsof a business and its owner family.
Overview
Overview
In a family business, the interests of the company and the family are bound together, so succession, inheritance, gifting, governance and wealth-management questions all have to be looked at for the long run. As global tax regulations and the political environment of countries shift, early planning matters. We review business succession, inheritance and gift tax, owner-family governance, family-business governance, wealth management, private-company M&A, startup tax and growth-stage advisory together, through one accounting, tax and finance lens.
Core Services
Core Service Areas
Family & Succession
We review finance and tax issues related to business succession, inheritance and gifting, and family-business governance.
Wealth Management
We review the tax and finance issues that arise as an owner family holds, transfers, and disposes of assets.
SME Services
We support the organization of finance and tax frameworks by growth stage for private companies and startups.
Our Services
Our Services
- 01Business Succession / Asset SuccessionDesign of the structure for transferring management control and assets across generations, and development of the tax strategy.
- 02Inheritance and Gift Tax AdvisorySupport for the valuation of inherited and gifted property, tax calculation, and payment planning.
- 03Family-Managed Business AdvisoryDesign of the management structure and finance and tax framework of owner-led companies.
- 04Owner-Family GovernanceDesign of role separation and decision-making structures for the owner family.
- 05Wealth-Management AdvisoryReview of the tax and finance issues of holding, transferring, and disposing of assets.
- 06Real-Estate Wealth-Management AdvisoryReview of the tax and finance impacts of acquiring, holding, and disposing of real estate.
- 07Private-Company M&A AdvisorySupport for enterprise-value review and the tax structure in the sale and acquisition process.
- 08Startup Tax AdvisoryReview of tax filing suited to the growth stage and investment-related issues.
- 09Growth-Stage AdvisorySupport for finance and tax frameworks by stage, from Seed to Pre-IPO.
Long-term decisions hinge on diagnosing early and planning the steps.Let's run a finance and tax review built around your situation.
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