Closely Held Businesses

Businesses with closely held ownership models have long been the backbone of corporate America. At KBS, closely held businesses are close to our hearts. We resonate with their entrepreneurial spirit and strong work ethic. We’ve been passionately supporting closely held businesses for over 35 years.

Running a closely held business can be tricky with the intersecting interests of shareholders, family members, and the company itself. Our experienced team is here to help you navigate tough decisions and complex family dynamics. From untangling difficult issues to providing invaluable counsel, we’ll have your back every step along this unique journey.

As a closely held company, we know the challenges you face and the responsibilities on your plate. When you work with us, you can expect the following:

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Lately, we’ve been having many candid conversations with our clients about how inflation impacts their bottom line, and to be sustainable, they need to raise their rates, or else they risk losing money every day. These honest conversations up-front prevent surprises at the end of the year when it’s too late.

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Respect

You get our immediate and undivided attention year-round when you call, text, or email. There is mutual respect between KBS and our closely held businesses. When both parties value each other’s time and value, you can achieve great things together.

With KBS, you’ll get the reliable guidance and support your business needs to succeed at any stage of its journey—from start-up through retirement. We make it easy for companies to grow and thrive in today’s dynamic market.

We Offer The Following Suite of Services to Closely Held Businesses:

Estate Planning

Tax Planning & Preparation

Entity Setup & Structure

Succession Planning

Business Valuations

Merger & Acquisitions

Employee Benefit Plans

decades of experience serving closely held businesses.

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percent of our client base are closely held businesses.

Q&A with Closely Held Businesses Expert Greg Sargent

Having immersed yourself in the industry for over 3 decades, what words of wisdom do you have for closely held businesses?

Your business is more than just a job – it’s an extension of who you are. When the time comes to retire, make sure future transitions bring out the best in it. After all, you only get one chance to do this right. That’s why having a knowledgeable team of advisors by your side is so important – they’ll help ensure that everything goes according to plan and your legacy continues for years.