Family Business Advisory Services
Beyond your wildest dreams.
Approximately 90% of all American businesses are family-owned or controlled by a family, and yet nearly two out of every three will not make it to the second generation. Family businesses require strong foundations, engaging cultures, and most importantly, family members who are aligned and cohesive in their long-term vision for the company. Our Family Business Advisory Services Team can help you get there.
Our Family Business Advisory Services
Formulate a long-term, realistic set of governance goals for your company through MCM’s Family Business Advisory Services Team.
Family meeting facilitation
MCM’s Family Business Advisory Services Team applies a team-based holistic approach to bring a tailored set of service specialties to the table, handling everything from family coaching to exit and succession planning, HR consulting, business valuation, and governance.
Set your family business up for success in the next generation by implementing our specialized coaching services.
Succession and transition planning
Expand your business at the right time and in the right way with our strategic assessment services. MCM’s team will home in and fully capitalize on available growth opportunities without compromising your exceptional customer service.
Secure the best exiting deal possible for your family business. MCM’s Family Business Advisory Services Team will fight for your organization’s best interests when you enter the selling process.
Family business policy development
Produce a family business policy that will keep all parties happy through our consultation process. MCM’s Family Business Advisory Services Team will ensure all parties at the table are heard and their interests addressed.
HR consulting and assessments
Implement the right systems and tools to obtain and manage the best people for your company. MCM will help you navigate the ever-changing HR landscape to comprehensively optimize your business practices.
Family business assessment
Discover your family business’s real value through our team of certified valuation experts. MCM provides digestible, practical valuation materials from our litigation skills and analysis of facts and alternatives.
Family office services
Prepare for everything from bill paying and checkbook reconciliation to facilitating family meetings. MCM’s Family Business Advisory Services Team will make sure your company’s office keeps moving forward.
Transaction advisory services
Enhance your cost efficiencies, revenue, and market share merger and acquisition advisory services. Through our integrated approach, we’ll offer comprehensive investment banking and consulting services designed to help you go forward with a seamless merger and / or acquisition.
Managed accounting services
Equip your practice with flexible, cost-effective accounting solutions that help you maximize internal resources and streamline business management. We’ll handle all of your accounting problems while you focus on giving your patients the highest-quality care.
Gift and estate tax planning
Provide the best possible succession solutions to your company with the help of our Family Business Advisory Services Team. Death and taxes are certainly inevitable, and MCM is here to help you navigate both for your company’s future.
CExP, ACFBA, CFWA
Consulting Principal, Family Business Advisory Services Team Leader
Take our Family Business Survey.
Family Business-Related Articles
MCM CPAs & Advisors LLP, Kentucky’s largest accounting and advisory firm, has announced the addition of Kathy Herbig, CPA. With more than 20 years of experience providing tax compliance and consulting services to clients, Herbig will...
Original Air Date: June 15, 2023 Business Intelligence Presentation The Talent Imperative Presentation NFP State and Local Tax Presentation
Not-for-profit organizations play a crucial role in addressing societal needs and driving positive change. To effectively fulfill their missions and maintain public trust, these organizations must adhere to principles of transparency and...