ADVISORY Services
Family Business Services
The family business services team at Barnes Wendling CPAs offers clients guidance and advisement on issues that are unique to family-owned businesses.
Guidance and advisement on issues unique to family-owned businesses
Our family business services offer clients guidance and advisement on issues that are unique to family-owned businesses. We have worked with owners and leaders to develop personal growth strategies and complete successful leadership transitions.
Our family business services include:
- Family succession planning
- Estate planning
- Family training and education
- Financial and cash projections
- Wealth accumulation strategies
- Compensation practices and incentive programs
- Retirement plans: 401(k), profit sharing, pension, ESOP, cash balance
- Preparation and review of buy-sell agreements