972.392.1143 |
972.934.1269 (Fax)
Who We Serve

Family-Owned businesses

Having a family-owned business means planning for succession, preparing your company for the next generation, maximizing profits and managing expenses – and that’s just for starters. Directing your own destiny certainly comes with a unique set of issues. The right advisory firm can help you anticipate and navigate the issues and increase your opportunities for success. With a rich history of working with family businesses, Salmon Sims Thomas provides the objectivity you need.

How we serve family-owned businesses

Advisory Services

  • Business Restructuring
  • Cash Flow/Debt analysis
  • Business Structure Analysis
  • Profitability Analysis and Improvement
  • Strategic Planning
  • Succession Planning or Exit Strategy
  • Financial Forecasting and Budgeting
  • Internal Control Evaluations
  • Benchmarking

Compliance Services

  • Assurance Services
  • Financial Statements
  • Tax Compliance
  • Tax Planning
  • Succession Planning
  • Retirement and Estate Planning

Ancillary Services

  • Business Valuations
  • Cost Segregation Studies
  • Employee Benefit Plans
  • Litigation Support
  • Mergers and Acquisitions
  • Fraud Prevention and Investigation

Please contact us to learn more about our services for family-owned businesses.