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

October 11, 2017

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. 

0:06 Do you lead a family owned or closely-held business?  Have you ever sat awake at night wondering about the future of your company?  Are you curious about what the rest of your life might look like if you aren’t running your business on a day to day basis?  And what about those kids?  Are they ready?  Are they right?  Are you concerned about who might lead your company some day?  So what’s the plan? Is there an exit strategy that works?  And what if you don’t want to leave – if you want to be involved until the day when you are physically just not able to do so?  Well, it’s an option!

0:38 If you are grappling with these or any other of the challenges of running a family-owned or closely-held business, we are here to help. At EisnerAmper, we recognize the importance of what you do.  We understand how thrilling and how challenging it can be to run your own company and to be proactively prepared for the future. It is our philosophy to honor and protect both the family and the business as we help our clients to navigate all of the issues associated with business transition, family succession, wealth management and estate planning.

1:11 Our style is respectful, compassionate and professional.  We have an expert team dedicated to helping you to find options and solutions that are right for you, your family and your business.  While we have a wide range of professional expertise, we can also call upon our many professional partners to provide any complimentary services that you may need. Take a look at the information and resources on these pages.  Feel free to use our tools and worksheets.  And please call us if you’d like to talk about your options and our ability to help.  We look forward to working with you!

About Lisë Stewart

Lisë Stewart is Partner-in-Charge of the Center for Individual and Organizational Performance and the Center for Family Business Excellence Group, as well as a leader of the firm’s Environmental, Social and Governance Services (“ESG”) practice. Lisë has experience in organizational development, strategic planning and training, and human performance management.

More in This Series

Ownership and Leadership Transition Planning for Closely-Held and Family-Owned Businesses

At EisnerAmper, we have a team of dedicated professionals, steeped in the nuances of family-owned and closely-held businesses, who can help you to identify the best path forward for you, your family and your business.

Business Valuation and Succession Planning for Closely-Held and Family-Owned Businesses

Do you know the value of your business? And what about succession planning? At EisnerAmper, we want to ensure that you have a strong and healthy business that is ready to transition when you are!

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

Have you ever considered an advisory board? Here are four things that you can do to ensure your board is there to help you to increase the value of your business to make sure you can leave the legacy behind that’s important to you.

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.

8 Tips for Having a Wonderful Thanksgiving

Here’s a story of 8 tips for having a wonderful Thanksgiving. From our Center for Family Business Excellence to your family, all the best this holiday season.