Closely-Held Businesses
Margolis & Company is one of the largest providers of services
for family-owned and closely-held businesses in diverse arenas
throughout Pennsylvania, New Jersey and Delaware. Our professional
and experienced staff has earned an excellent reputation for providing
accounting and business advisory services to growing family-owned
businesses and entrepreneurial companies. We have extensive experience
in counseling entrepreneurs in profit and growth planning and work.
- Business Valuations
- Highlighting
the keys to a successful
family business
- Conflict Resolution
- Estate Planning
- Facilitating
Conflict-Resolution Retreats
- Executive Compensation for Non-Family
Employees
- Exit
Strategies
- Instituting a Family Creed
- Strategic
Business Planning
- Succession Planning
- “Rules” for
Family Business
Gerald A. Shantzer, CPA, our Principal-in-Charge
of our Family-Owned Business Services Group, has conducted seminars
and published numerous articles on financial issues that affect
family-owned and closely-held businesses. He can be reached at jshantzer@marg.com.
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