Building a Future for Your Family Business

 

There’s something exceptional about operating a family business. Sure, like any business there are margins and profits to consider, people and processes to cultivate, competitors to outsell, outreach and outperform. But the unique dynamics of a family-owned business make it an environment unlike any other.

Trust. Emotion. Reward. Loyalty. Values. Entitlement. Family.

These dynamics are woven into the fabric of the business, and while they invariably contribute to the successes of the company, they also oftentimes lead to distinctive challenges for business owners and their loved ones.

In this Whitepaper, we examine some of these challenges facing today’s family-owned businesses as well as highlight areas for business owners and operators to explore as they look to solidify a future for their companies and families and establish an enduring legacy for future generations.

 

Complete the form below to download this Whitepaper.

 

MFA Strategic Solutions for Family-Owned Businesses

 

MFA’s professionals have extensive experience partnering with family-owned businesses and are dedicated to helping owners and their families design and implement organizational and financial strategies in alignment with both their business and personal objectives.

 

Strategic Tax Planning
• Implement federal, state & local tax preservation strategies
• Explore alternatives to existing entity structure
• Identify & capture applicable tax credits and incentives
• Preserve Net Operating Losses (NOLs)
• Develop long-term tax forecasts showing impact on cash flow

 

Audit & Assurance
• Audit financial statements
• Improve quality of financial reporting
• Assess and recommend improvements to internal controls

 

Business Advisory
• Evaluate ownership design structure and restructuring alternatives
• Perform equity compensation planning
• Conduct ongoing financial planning & analysis (FP&A)
• Address risk management and insurance needs

 

Transaction & Exit Planning 
• Valuation services
• Succession planning
• Evaluate exit options and deal strategy
• Research, identify, contact and initiate discussions with potential buyers/partners
• Solicit, analyze and negotiate preliminary offers
• Manage due diligence process
• Provide ongoing, post-transaction tax and investment advice

 

Personal Wealth Management 
• Create personal financial plan
• Activate personal investment management strategy
• Formulate tax-efficient generational wealth transfer strategies

 

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