Industry Focus: Family-Owned Business
Built by family. Advised by partners who get it.
The most complex businesses aren't necessarily the largest—they are the ones where corporate structure and family dynamics intersect. We help multi-generational enterprises plan for succession, minimize estate taxes, and govern wealth.
Navigating the Transition
A family business requires a fundamentally different advisory approach. Decisions aren't just about maximizing shareholder value; they are about legacy, fairness, and generational stewardship. Our partners act as objective sounding boards, providing the financial architecture needed to separate emotional decisions from operational ones.
Succession Planning
Modeling scenarios for internal transitions vs. external sales to ensure the founding generation is secured while the next generation is positioned for success.
Family Governance
Establishing buy-sell agreements, family LLC structures, and formal policies for family member compensation and equity participation.
Wealth Transfer
Integrating the business valuation with the founders' estate plan to minimize the tax burden of passing the company to heirs.
Fractional CFO Support
Professionalizing financial operations and bringing objective, board-level reporting to family management teams.
Specialized Expertise
- ABV-certified independent business valuations
- Structuring Family Limited Partnerships (FLPs)
- Non-voting vs voting stock recapitalizations
- Phantom stock and key-employee retention
Integrated Advisory Team
Family business planning requires our full suite of expertise.
David Okafor
CPA, ABV
Valuation & CFO
Robert Kimura
CPA, CFP®
Wealth & Estate
Maggie Chen
CPA, MT
Tax Strategy