Family Business Services

Family Business Services

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LBMC's family business services is a part of our privately-owned companies service line. LBMC's Privately-Owned Companies team serves nearly 1500 companies from start-up through growth to succession. We are committed to a long-term relationship with the clients we serve – many clients are first generation, while others are now 3rd, 4th or greater. 

While we have a common process for working with family-owned businesses, we understand that each client is different. Our goal is to understand where you are today by listening your concerns and then customizing a plan to take you where you want to go in the future.

Family-Owned Business Specialty Services

  • Conflict Resolution
  • Family Trusts/Family Offices
  • Growth Strategies (including Merger and Acquisition)
  • Legacy Planning
  • Exit Strategies

Family Business Services

We know that clients often have a variety of service providers from legal to banking.  Working as your trusted advisor we provide strategic, financial reporting, tax and business valuation expertise to bear, and help you bring all of these resources together so everyone involved is working on the same set of goals.

Whatever support you need, our family is here to help yours make the most of your business.

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