Family-Owned Businesses

Family-Owned Businesses

They say the grass is greener on the other side. We think you should stop talking about it and do something. Take up permanent residence on that side.

Our CPAs respect family-owned businesses as unique entities with special needs. When you go with Greenwalt, we help you reach your goals and get to that “other side” in the most direct ways possible.

Consider this: Less than 33% of today’s family businesses successfully make the transition from first generation to second and even less make it from second to third.

The main reason for these failures is lack of planning for the future. For family-owned businesses, operating efficiently, capital funding, and cash flow management are only some of the concerns.

You also have to weigh relationship management and transition of management, not to mention customer and vendor assurance of the competency of your successors.

At Greenwalt, we develop strong relationships with our clients. We strive to be just as invested in your company’s future as you are and help you keep your family business in the family.

Service Offering:

  • Succession Planning
  • Estate and Personal Financial Planning
  • Facilitation of Strategic Family Meetings
  • Family Office Services

Family-Owned Businesses Experience:

  • Farming
  • Asphalt Paving
  • Landscaping
  • Consulting/Professional Services
  • Distribution (Textile, Carpet, Irrigation, Ceiling Fans, Plastics)
  • Investments
  • Manufacturing (Cabinets, Springs)
  • Real Estate (Single and Multi-Family)
  • Fitness
  • Dentist, Dermatologist