Family Business Consulting

Family Business Consulting in Portland

Leading a family owned business can be a balancing act. Finding your way through family, management, and ownership issues takes an understanding of the relationships among these three variables. It is important to realize that family-owned businesses are unique in that they must deal with certain issues that non-family businesses do not encounter.

Family businesses have changed considerably in the last few decades. Business owners and managers can‘t think in terms of the “Mom and Pop” shop if they want their business to survive. Strategic planning, succession planning, compensation issues, and boards of directors are just a few of the important topics that must be addressed within the family business.

Additionally, family businesses must deal with the complex issues of the eventual transfer or sale of their business, master complicated tax & estate planning issues, and provide adequate funding for their own retirement.

The Family Business Practice Group of Fordham & Co LLP will help you understand and address the unique needs of your family business. In addition to the traditional audit, tax, and accounting services, our firm provides additional service offerings that cater specifically to a family business:

Our Family Business Consulting Services

Strategic Planning

  • Vision Development/Refinement
  • Financial Analysis
  • SWOT Analysis
  • Strategic Contingency Plans

Succession Planning

  • Shifting Control
  • Writing Succession Plans
  • Financing
  • Tax Planning
  • Retirement Planning
  • Buy/Sell Agreements

Estate Planning & Trust Taxation

  • Transfer of Ownership
  • Identifying Appropriate Professionals
  • Family Limited Partnerships
  • Tax Planning
  • Compliance
  • Gifting
  • Buy/Sell Agreements
  • Retirement Planning
  • Business Valuation
  • Grantor Retained Annuity Trusts
  • Charitable Remainder Trusts
  • Private Foundation

Contact Us for Superior Family Business Consulting

At Fordham & Co, our Certified Public Accountants in Portland, OR, understand the importance of maintaining family relationships while running a business. Our family business consulting services can help. Contact us today to get started.