Closely-Held Businesses Services Group
Operating a family business while challenging, can be a deeply satisfying and rewarding experience. Our goal is make it even more so. Closely held companies are a particular passion at WS+B. We understand you have a rich emotional connection to your business which our firm will match with a tremendous level of professionalism and objectivity. No matter the size of the company, we're here to put you in a position of greater strength.
Our services include:
- Asset management and investment monitoring
- Business and management consulting
- Business valuations
- Payroll services, cash management and bill payment, contract negotiations
- Estate and trust planning
- Financial management, planning and reporting
- Insurance analysis and risk management
- Litigation support
- Philanthropic planning and execution
- Succession planning and generational guidance
- Tax planning
- Trustee services
- Wealth management
Industries
- Construction Services Team
Financial Services & Investment Group- Information, Communications & Entertainment Group
- Consumer Markets Group
- Government Services Group
- Closely-Held Businesses Services Group
- Healthcare
& Life Science Group - Professional Services Group
- Manufacturing & Distribution Group
- Not-For-Profit & Education Services Group
- Insurance Services Group
- Real Estate & Leasing Group
Closely-Held
Businesses Services Group
Andy Vitale, CPA, Partner
Practice Leader
732.842.3113
avitale@withum.com