FAMILY HELD BUSINESS

Services that go beyond the expected…..

Servicing family businesses is the cornerstone on which SME was founded. Through the years, we have helped generations of owners through the ups and downs of their businesses. From strategic tax planning to advice on business succession issues, we are here to provide the expert answers you need.

Our experience allows us to guide you through the many issues and problems that arise during the life of a family business… and give you the best possible advice concerning your particular situation.

We offer a full range of services, including:

• Business and personal tax planning
• Estate and gift tax planning
• Wealth transfer and preservation
• Mergers, acquisitions and the sale of businesses
• Business valuations
• Development of financing strategies
• Family limited partnerships
• Family compensation structures
• SWOT analysis
• Creation of a process for addressing future business and family matters