Options and Solutions for Family-Owned or Closely-Held Businesses

If you are grappling with the challenges of running a closely-held or family-owned business, we are here to help. The EisnerAmper Center for Family Business Excellence is dedicated to helping support and guide family businesses through the full range of transitions and challenges. We assist family-owned and closely-held businesses with transition, succession and estate planning services. 

EisnerAmper has a dedicated team of experts who can help find solutions and options that are right for you, your business and your family. Our professional partners can also provide any complimentary services that your family business might need.


0:00 Hello, my name is Lise Stewart and I am the director of the EisnerAmper Center for Family Business Excellence. 

Lisë Stewart is Principal-in-Charge of EisnerAmper’s Center for Family Business Excellence within the Private Business Services Practice. Lisë has experience in organizational development, strategic planning and training, and human performance management.

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Family Business Transition/Succession Strategies and Planning

The family in a family business can be a wonderful blessing, and a tremendous challenge! We are here to help you create succession strategies that will ensure the long-term success of your business as well as create greater harmony in the family.

Creating a Business Advisory Board for Family-owned and Closely-held Businesses

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Key Questions for your Family Business Charter

A family charter is a simple document that provides an opportunity for family members to come together and to talk about some of these important issues. On our website, you will find a document that outlines some of the key questions.