Privately Held Businesses

As a closely held or family business owner, you are subject to unique business challenges. As in most businesses, however, 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 Lewis, Hooper & Dick, LLC, we strive to understand the complexities of your situation, and we have the experience and resources necessary to provide personalized support in many areas of your business. As your objective business advisor, we have the resources to provide you with a team of qualified professionals.

In addition to our traditional tax and assurance services, we provide a number of specialized services to closely held and family business owners:

Strategic Planning

  • Vision development/refinement
  • SWOT analysis
  • Financial analysis
  • Strategic contingency planning

Estate Planning

  • Transfer of ownership
  • Tax planning
  • Tax compliance
  • Gift planning
  • Buy/Sell agreement development
  • Retirement planning

Succession Planning

  • Management/Ownership succession planning
  • Shifting control
  • Writing succession plans
  • Financing
  • Tax planning
  • Retirement planning
  • Buy/Sell agreement development

IT Consulting

  • Technology planning and budgeting
  • Security management
  • Policy and procedure development and implementation

Click here to view our general business newsletter, The Edge.

For more information, please contact

Steven D. Josserand, CPA, CGMA
Senior Manager