Closely-Held Businesses

Owners of entrepreneurial and family-owned businesses are fully engaged in the success of their own businesses. They have little time to actively manage their own personal resources. They require an advisor to assist with income maximization, group benefits planning, tax reduction, cash-flow planning, estate planning, and long-term wealth planning for both their business and family assets.

Perlson LLP offers comprehensive planning services to companies in a wide range of industries, including architecture, construction, distribution, financial services, food and beverage, franchise, healthcare, import/export, insurance brokerage, law, manufacturing, media, real estate, and technology/software. No matter what your focus, our team can help you effectively manage your finances from initial start-up through to maturity. Because your challenges are unique, our team focuses on helping you identify, prioritize, and achieve your goals, advising and developing strategies to preserve and grow assets, minimize taxes, and effectively plan for succession—whether that means selling or handing down the business to the next generation.

Our services for closely-held businesses include:


Accounting, audit and attest services
Billing and accounts receivable review
Billing and collection procedures
Budgeting and cash-flow analysis
Business consolidations and divestitures
Business structure and entity planning
Business succession strategies
Capital contributions of cash, depreciable property and other property
Cash flow management

Comprehensive tax planning
Debt restructuring and recapitalization
Executive compensation planning
Federal, state, and local tax credits and other tax incentives
Financial planning
Individual and business tax planning
Internal accounting controls
Merger planning and consulting
Strategic tax planning
Structuring acquisitions, dispositions, partnerships, and joint ventures
Succession planning

Contact Mark Perlson for more information.