Entrepreneurial and Family-Owned Business

A long-time commitment to helping entrepreneurial and family-owned businesses anticipate and respond to financial challenges to increase their opportunities for success.

Meet the Partners

Entrepreneurial and family-owned businesses face unique challenges: to achieve operational efficiency, sustainable profitability and rapidly growing the value of their businesses in one of the most competitive marketplaces the world has known. At the same time, they face the difficult and delicate task of negotiating the intersection of business and family interests.

Helping entrepreneurial and family-owned businesses thrive, succeed, and prepare their company for the next generation.

At PKF O’Connor Davies, we understand that family-owned businesses need comprehensive audit, tax and advisory support from specialists that pay close heed to the specific requirements of each entrepreneurial venture. From taxation issues and mandatory accounting needs to business restructuring and succession planning, our expertise can make a substantial difference to entrepreneurs striving to expand their businesses to a new level and ensure continued success for the next generation.

Our services for family-owned and entrepreneurial businesses include:

  • Business restructuring
  • Cash flow/debt analysis
  • Business structure analysis
  • Profitability analysis and improvement
  • Strategic planning
  • Succession planning
  • Financial forecasting
  • Internal control evaluations
  • Benchmarking
  • Assurance services
  • Financial statements
  • Tax compliance
  • Compensation planning
  • Operational reviews
  • Performance measurement
  • Merger, acquisition & joint venture consulting
  • Job descriptions, employee agreements and performance reviews
  • Governance policies
  • Estate planning
  • Income and gift tax planning
  • Charitable planning