For closely held businesses, success is measured in lifetimes instead of years. While different stages of the business lifecycle come with distinct objectives and challenges, the big picture must always be in focus. Business and personal success are intertwined, and having an advisor who understands your goals is key to a customized business and tax strategy.
That complexity creates challenges specifically for owners of closely held businesses, including:
Business needs that change over time
Business tax decisions that affect owner wealth preservation
Risk thresholds that must align with business strategy
Family dynamics that present hurdles and rewards
RSM US LLP has focused on serving people like you with these issues since our founding in 1926. Our relationship with you is based on mutual trust and our understanding of your goals and objectives. This helps us identify your unique challenges and capitalize on opportunities.
Our lifecycle approach maps your company journey, highlighting key landmarks at each stage. You have one point of contact, facilitating a rich relationship with your advisor. At the same time, you have access to our firm’s entire suite of solutions and professionals with specialized knowledge and experience.
Through this combination of relationship and capabilities, we strengthen the connections between your business and personal success—and deliver on your goals.
