How do we know so much about family-owned and closely-held businesses? For starters, we only work with these types of companies. And, of course, DKSS is a closely-held business, too. We understand the financial and emotional challenges of leading a company and family on one path. We appreciate how hard you work to create value for your family and employees and understand your desire to succeed.

We also recognize that family businesses face extra challenges. Who’s going to steer the business into the next generation? What is fair compensation for relatives who work in the company and what do you do for those who don’t? We can help you answer these questions and more.

Our services for family businesses include:

  • Tax Preparation + Planning
  • Assurance Services
  • Succession Planning
  • Family Meeting Facilitation
  • Estate + Wealth Planning
  • Business Valuation
  • Buy-Sell Agreements
  • Merger, Acquisition or Sale
  • Financing Negotiation

We enjoy working with owners and executives of family businesses, and our intuitive approach can play a strategic role in your success.