Closely Held Businesses

As the owner of a closely held or family business , you are subject to  unique challenges. However, as is the case with most businesses, your ultimate success is impacted by the choices you make. Because your closely held or family owned business is your most important asset, your need to preserve and protect it is a top priority.

At Condley and Company, L.L.P., we strive to understand the complexity of your situation, and we have the experience and resources necessary to provide personalized support in multiple areas of your business. Whether you’re just getting started, or are established and successful, our team of experts can help your business reach its full potential.

The specialized services we provide for closely held and family businesses include:

  • General Ledger and Financial Statement Preparation
  • Federal, State and Local Tax Preparation and Planning
  • Auditing and Accounting
  • Controllership Services
  • Expense Reduction Analysis
  • Technology and Accounting Systems Implementation
  • Business Succession Planning
  • Business Valuation
  • Benchmarking/Trend Analysis
  • Estate and Gift Tax Planning
  • Internal Control Design