Family Business Enterprises

Family businesses are unique in that they combine business strategy with family dynamics. The Draffin Tucker professionals offer strategic guidance to family businesses understanding the complexities associated with this combination. We offer a wide range of services that extend beyond financial statement audits, assurance services, and preparation of tax filings.

Our professionals provide tailored solutions to help propel our clients forward. We can also serve as an independent point of view for organizational matters. Each engagement is specifically designed to meet the client’s needs.

Advisory

  • Accounting Assistance
  • Benefit Plan Analysis
  • Compensation Analysis
  • Contract Performance
  • Dashboard Development
  • Deferred Compensation Planning
  • Family Meeting Facilitation
  • Financing Analysis
  • Merger, Acquisition and Restructuring Analysis
  • Project Management
  • Strategic Planning
  • Succession Planning
  • System Conversions
  • Vendor Analysis

Assurance

  • Audits, Reviews and Compilations
  • Benefit Plan Audits
  • Internal Controls Studies

Tax

  • Charitable Planning
  • Estate Planning
  • Tax Filings
  • Tax Planning

Retirement Planning and Tax Strategies for Business Owners

VIDEO: Draffin & Tucker's Jeremy Wilson talks about retirement planning for the small business owner.

The Importance of Adequate Planning for Closely Held Businesses

Using Trusts in Estate Planning

The Importance of Having a Family Business Advisor

CONTACT OUR FAMILY BUSINESS ENTEPRISES SPECIALISTS

For information on how our Family Business Enterprises accounting specialists can assist you, please click here to contact us. We look forward to learning more about your specific needs.