Insights

PKF O’Connor Davies Launches Center for Private Business Owners

Center’s multidisciplinary team of experts to provide business owners with integrated services designed for business and personal success

PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced the launch of its Center for Private Business Owners. Comprised of specialists from across the organization’s practice areas, the Center employs a comprehensive, multidisciplinary approach that aligns and advances private business owners’ personal and professional goals through a wide-ranging set of advisory and financial services.

“After many years of working with private business owners, we know just how deeply intertwined their business and personal affairs are, not to mention the significant impact they can have on each other. Business owners often find it challenging to develop a long-term plan that fully takes into account both sets of priorities,” said Stephen E. Prostano, Partner-in-Charge, Center for Private Business Owners. “In response, we’ve designed one of the most comprehensive solutions in the industry for private business owners that is tailormade to support them and their businesses at any stage of their lifecycle.”   

The Center’s broad-based services address the full spectrum of private business owners’ advisory and financial needs, from continuity planning and merger and acquisition support to tax planning and financial, retirement and wealth transfer planning. The Center will also provide a unique and customized set of educational programs and events to support client needs, delivered both in-person locally and virtually.

“Our Center for Private Business Owners represents the latest evolution in our work with business owners and enhances the expertise, tools and resources we’re able to deliver,” said Cynthia Adams Harrison, Managing Director, Center for Private Business Owners. “Through close collaboration and an in-depth understanding of clients’ unique challenges and opportunities, our team enables private business owners to optimize operations, add value, manage risk, plan for the future and achieve both personal and professional success.”

For more information about the Center’s offerings, visit https://www.pkfod.com/services/advisory-services/center-for-private-business-owners/.