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Family owned businesses face special challenges. Of course there's the emotional component of working with your family members. But there's also extra pressure in terms of multigenerational wealth management planning. Your business is likely to be your largest asset. Ensuring its future requires professional advice. Cotton + Allen has helped many family businesses ensure their long-term success. Whether through succession planning and implementation, gift and estate tax planning or business advice and counsel, we're here to help your family now -- and for generations to come. |
Building, growing. Buying, selling. Families, partners, friends. Privately held businesses come in many forms. And each is uniquely influenced by its owners and their personal talents, dreams and goals.
At Cotton + Allen, our practice has been focused on privately held businesses since we began in 1921. We are very familiar with the challenges and opportunities faced by businesses of this nature -- after all, Cotton + Allen is a privately held business itself. We understand that for many owners of privately held companies, business and personal tax situations are heavily intertwined. Because of our familiarity with your business tax situation, we are also able to provide insight and planning on the personal front.
Services provided to privately held and family owned business clients include:
privately held businesses brochure 
For further information contact:
Bob Montgomery, CPA
502.589.6050
bobm@cottonandallen.com