Closely Held Businesses
As a closely held or family business owner, you are subject to unique challenges. As in most businesses, your ultimate success is impacted by the choices you make. Because your closely held or family owned business is your most important asset, its preservation and protection is a top priority.
At Maner Costerisan, we strive to understand the complexity of your situation, and we have the experience and resources necessary to provide personalized support in multiple areas of your business. Whether you’re just getting started, or are already established and successful, our team of experts can help your business reach its full potential.
Our specialized services for closely held and family business owners include:
- General ledger and financial statement preparation
- Federal, state and local tax preparation and planning
- Auditing and accounting
- Controllership services
- Expense reduction analysis
- Technology and accounting systems implementation
- Business succession planning
- Business valuation
- Benchmarking/trend analysis
- Estate and gift tax planning
- Internal control design
- Understanding the New Revenue Recognition Standards
- Closely Held Business Update Seminar handouts
- Maner Costerisan Closely Held Business Group on LinkedIn
Kay Udry, Schiffer Mason
Maner Costerisan’s expertise and professionalism is second to none! We have had the same two accountants managing our account for over 20 years and that alone speaks for itself.
They have always provided us with excellent financial and auditing services. We feel extremely confident that they are managing our financial matters with the utmost care and level of expertise.
The ownership of our company changed in 2008 and our Maner Team was integral in helping us successfully develop and process the buy/sell transaction. They worked very closely with us and our law firm through the entire process and also provided financial information, which became part of our legal documentation for the transaction.
The Maner team serves us extremely well! They are personable, knowledgeable and always respond to any questions or concerns we have in a professional and expedient manner. They have made a recognized effort to maintain our 20+ year relationship.
For more information about these services, please contact: