Closely Held Businesses

Closely Held Businesses

Given the many, constant demands on your time, you need to be able to tap into expert, professional advice to facilitate sound business decision making. HL’s proactive strategic advisors stand ready to help you meet your needs.

Our work with a wide variety of diverse businesses has given us valuable perspective to guide your day-to-day operations and provide long-term focus. Start-ups to long-established companies, some spanning generations, have all relied on HL for the advice they need to meet their business and financial goals.

Family owned businesses face additional dynamics. Succession planning, exit strategies, and the complex interrelationships among siblings and shareholders demand attention. HL’s independent, objective advice aids family members in resolving these issues. In addition, HL’s “big picture” perspective factors in the needs and financial well being of key family members, not just the company.

Besides the regular tax and assurance services you would expect from a well established New York City accounting firm, HL delivers the following services:

  • Management advisory services
  • Helping clients obtain lines of credit
  • Representation before taxing authorities
  • Retirement planning
  • Succession planning
  • Business structuring
  • Buy-sell agreements
  • Entity selection
  • Bookkeeping services
  • Information technology
  • Business valuations
  • Compensation strategies

From retail establishments to restaurants, service companies to professional practitioners, HL’s team of experts provides a wide range of assistance to owners of closely held businesses in New York City and the surrounding region. To learn more about the support available to you, contact Robert Hoberman at 212-463-0900 or e-mail robert@hobermanlesser.com to initiate discussions.