Privately-Held & Family-Owned Businesses

Building a business is never easy.

Maintaining it and passing it on to the next generation can be even more challenging. But you don’t have to do this by yourself! At Dedekian, George, Small & Markarian, we specialize in working with privately-held and multi-generational family-owned businesses that want to keep their business intact for future generations.

Privately-held and family-owned businesses face unique financial challenges and emotional family conflicts. The ownership share of a business often represents the most significant asset for an owner or family. As such, it is critical that they plan out both their personal and financial needs accordingly, especially when deciding to exit or transition from the business.

At DGSM, our clients include privately-held and family-owned companies operating locally and regionally across various industries, including agriculture, construction, and manufacturing. For more than 40 years, we have been helping the owners and their families maximize their wealth potential.

Our services include:

  • Tax preparation and planning services
  • Outsourced accounting & CFO services
  • Audit, review, and compilation services
  • Multi-state and local taxes
  • Estate and trust services
  • Strategic consulting services
  • Business valuation
  • Succession & exit planning strategies
  • New business formation
  • Bank financing
  • Transactional services

The DGSM Difference

Our firm is uniquely qualified to serve you because we are a closely-held business ourselves. We understand first-hand the challenges you face and the upside potential of maximizing your financial opportunities. We’ll help protect you, your family, and your business. When you work with us, you will receive:

Competence

Based on extensive hands-on experience, careful planning, and quality control of our work.

Responsiveness

The partner coordinating the engagement who, with the support of our entire staff, is responsible for your complete satisfaction.

Experience

Our highly trained and motivated professionals who focus on the financial implications of business transactions.

Trust 

Confidence knowing you have an outside perspective to provide frank advice.

Whether you need an outside perspective on compensation models or help determining roles and responsibilities, we can be your sounding board. In our four decades of helping family-owned businesses, there is very little we have not already seen. Our professionals will consult with your business to provide you with the guidance and experience you need for your privately-held or family-owned business. Call us today to learn how we can help you.

For more information on our Privately-Held & Family-Owned Businesses services, please contact:

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Browse the other industries we serve: Construction, Agriculture, Manufacturing

How can we help you?

We offer tax return preparation, financial statements, bookkeeping, consulting and a variety of other services for companies and individuals throughout the San Joaquin Valley and beyond.