Family Business

Family-owned and closely held businesses are the backbone of the American economy. As a closely held firm, Davis, Monk & Company fully understands the dynamics and complexities of family-owned and closely held business clients.

We have extensive experience serving family and owner-managed businesses and are well versed in the issues encountered by such organizations. The training and experience of DMC professionals give us a thorough understanding of all financial and tax reporting requirements facing small businesses. We are also skilled at identifying opportunities to minimize or defer income taxes. Our Family Business team is available to help you and will strive to become your "most trusted advisor".

Financial Services:

• Bookkeeping
• CFO Services
• Business management and consulting
• Income tax planning, as well as preparation of all types of business and personal tax returns
• Payroll, sales tax and personal property tax compliance and consulting
• Preparation of financial statements including compilations, with and without disclosures and reviews on a monthly, quarterly or annual basis
• Business valuation
• Succession planning

• Retirement and estate planning

Organizational services:

• Shareholder agreements
• Developing a business plan compatible with family goals
• Implementation, maintenance and consulting regarding accounting software applications
• Network consulting
• Strategic management and goal setting
• Governance and role determination
• Establishing communication and defining fairness
• Conflict management

For more information about our services, please contact Jody Davis jdavis@davismonk.com or John Rowe jrowe@davismonk.com