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Closely-Held Business

Closely-Held Business

Closely held businesses face unique tax and accounting needs throughout each stage of company growth.

Whether you’re looking to expand into new markets, improve profitability or minimize tax liability, partnering with KEB allows you to concentrate on your core business while we help manage your accounting. 

At KEB, we work with closely held businesses in retail, manufacturing, construction, the funeral home industry, and more. As a regional firm, KEB is the ideal size for closely held businesses. We invest time to intimately learn your business and family structure, so that we can offer crucial, relevant guidance. 

Many family-owned businesses have an acute need for financial advising and consulting. At KEB, we complete compilation engagements, review engagements, and audits for our clients. We have extensive experience with preparing financial statements and varying levels of assurance, depending on what your bank requires.

We understand that taxes are one of the biggest concerns business owners face. Our team prepares annual business tax returns, and because business income flows to shareholders, we often partner with those individuals for tax returns as well. Our aim is to make your tax situation as advantageous as possible, allowing you to effectively accomplish your goals. 

Succession planning is another piece of KEB’s expertise. We can consult with business owners who need strategies and resources to sell their business or transition it to their children. 

At KEB, we understand the passion you have for your business, and our advisors work with you to create and implement strategic solutions to help meet your financial goals and further your vision.