Phone: (919) 942.8700 | Fax: (919) 968.4766 | Toll Free: (877) 854.7530

Closely-Held/Family-Owned Businesses

Closely-Held/Family-Owned Businesses

As a closely-held or family business owner, you are subject to numberous unique challenges.  As in most businesses, your ultimate success is impacted by the choices you make.  Because your closely-held or family-owned business is your most important asset, your need to preserve and protect it is a top priority.

At Blackman & Sloop, we strive to understand the complexity of your situation, and we have the experience and resources necessary to provide personalized support in multiple areas of your business.  Whether you’re just getting started, or are already established and successful, our team of experts can partner with your business to help realize its full potential.

Our specialized services for closely-held and family businesses include:

  • General ledger and financial statement preparation
  • Federal, state, and local tax preparation and planning
  • Assurance services
  • Accounting and bookkeeping
  • Expense reduction analysis
  • Technology and accounting systems implementation
  • Business succession planning
  • Benchmarking/trend analysis
  • Estate and gift tax planning
  • Internal control design

Blackman & Sloop is the brand name under which Blackman & Sloop Advisors, Inc. provides professional services. Blackman & Sloop Advisors, Inc. and Balance & Strategy Advisors, CPA’s LLP practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Balance & Strategy Advisors, CPA’s LLP is a licensed independent CPA firm that provides attest services to its clients. Blackman & Sloop Advisors, Inc. and its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to its clients. The entities are independently owned and are not liable for the services provided by any other entity providing the services under the Blackman & Sloop brand. Our use of the terms "our firm" and "we" and "us" and terms of similar import, denote the alternative practice structure conducted by Balance & Strategy Advisors, CPA’s LLP and Blackman & Sloop Advisors, Inc.