A library of free resources to help family-owned businesses thrive.
Achieve Generational Success
Growth Through Generations
We help family-owned businesses plan for the future by mapping out the transfer of a business to the next generation.
Our family-owned business clients range from first generation to seventh generation owners. Clients rely on us to advise them on the financial implications of transferring or selling a business and how to minimize the taxes they pay in the long run.
Coordinated Tax Planning For Your Business & Family
Our tax specialists have years of experience working with family-owned businesses, but we know each financial situation is unique. That’s why we approach every return with your financial goals in mind. We'll consider all facets of your tax situation and carefully integrate your business and personal financial positions.
How To Transfer A Family-Owned Business To The Next Generation
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How We Help Family-Owned Businesses
Tax Planning & Compliance
We provide innovative, proactive tax advice, which includes bold yet appropriate application of tax laws to your family and business's unique situation.
Succession Planning
We’ll help you plan ahead by developing a win-win plan for your family and your business’s future.
Business Valuation
Whether you're buying or selling a business, planning your estate, developing a succession plan or in litigation, a reliable business valuation will play a critical role.
Financial Statement Audit & Accounting
Whether it’s a financial statement audit or a review of your books, we’re here to help get your financial house in order.
Financial Management
Preserving your family’s wealth for the next generation takes careful asset management. We’ll craft a customized plan based on your goals, tax and estate planning opportunities, and other factors unique to your family.
Services For High Net Worth Families
We advise multi-generation high net worth families, many of whom own businesses, on the financial and emotional aspects of wealth.
“Our multi-generation business continues to grow and Dan gives us tax planning strategies to support that growth.”
Karen Beitzell, Owner
Beitzell Fence Company
“Tricia and the Gross Mendelsohn team understand the nuances of family-owned businesses. She knows our different generations and personalities, and has always been available for anything the family needs.”
Bryan Loane, President
Loane Bros.
“My mom used to handle all the bookkeeping for the business. When she suddenly passed away, I found myself in that role but I had no experience in accounting. Dan held my hand and walked me through everything.”
Renee Cordova, Office Manager
Chandler's Plumbing & Heating Company, Inc.
Family Businesses We Work With
