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Family Business Consulting

A family-owned business has its own set of rewards and challenges, from succession planning to exit strategy, along with the realities of dealing with family members and other stakeholders. There are often a complex set of issues and sensitivities to address in order to serve the best interests of the business and the family.

Recognizing the unique needs and dynamics of a family business, with agreed-upon objectives always in mind, Metcalf Hodges can help you plan for a seamless transfer of ownership, and help structure your company for growth.

Our Family Business consulting services include:

  • Accounting and bookkeeping
  • Advisory board meeting facilitation
  • Buy/sell agreements
  • Compensation strategies
  • Corporate restructuring
  • Employee Stock Ownership Plans (ESOP)
  • Estate planning and wealth preservation
  • Family limited partnerships and limited liability companies
  • Information technology
  • Profit enhancement programs
  • Recruiting non-family management
  • Conflict resolution
  • Succession and transition planning
  • Tax planning and compliance
  • Team building
  • Informal business valuation services
For more information on our Family Business Consulting services, simply call

(360) 733-1010

or click here.