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Family-Owned Business
Professional Practices
Industry
Not-for-Profit
International

Family-Owned Business

Description of Services

Managing a business of any size is challenging. Owning one is risky and exciting. Yet, participants in most enterprises can go home at the end of the day and experience the distance they need to restore their sense of personal and work-related balance.

Not so of all businesses! Add the unique demands and intimacy of family relationships and patterns, dysfunctions and pathologies, communication and conflict styles, traumatic life events, and issues of fairness, respect, boundaries and entitlement. And no place to hide. Welcome to the family-owned business.

Throughout RBB's 25 year history, family business owners have looked to us for the sensitive and broad experience they need to overcome their family-specific challenges and achieve multi-generational success. As CPAs, business advisors, and valuation experts, we provide deep, multi-industry expertise in financial systems, accounting and audit, taxation, M&A, business strategy and operations, and valuation. Our goal? To ensure that our clients and their heirs continue to feather their nests and enjoy the fruits of their labor for decades to come.

  • Accounting and bookkeeping
  • Financial reporting and audits
  • Financial analysis and management
  • Corporate finance and shareholder liquidity
  • Purchase/sale of the business and business valuation
  • Corporate income tax and pension and benefit planning
  • Executive compensation
  • Employee stock ownership plans
  • Governance and employer-employee relations
  • Investment analysis and personal financial and tax planning
  • Succession/continuity and estate planning
  • Crisis management and conflict resolution
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