Bob Kiser - Partner

bkiser@moorecolson.com
770.989.0028
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Greg Colson - Partner

gcolson@moorecolson.com
770.989.0028
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CLOSELY-HELD BUSINESSES

Closely-held businesses have been a primary focus for Moore Colson since our inception in 1981. Over the years, we built the foundation of our firm by serving the needs of family-owned and closely-held business. Our team of committed professionals values partnering with entrepreneurs to help design practical, efficient, and cost-effective solutions for the problems you face today. Our depth and breadth of services enable Moore Colson to assist you to create profit within your business, retain cash through effective tax strategies, and generate wealth for the business owner outside their business. Moore Colson prides itself by creating trusting, long-lasting relationships with our clients, assisting in every aspect of business growth and profitability for years to come.

SERVICES

Business Assurance and Accounting Services

We assist closely-held business with accounting and financial reporting through the following services:

• Audit, review and compilation engagements
• Cash flow modeling and assessment
• Monthly or quarterly internal accounting assistance
• Outsource CFO services
• IT risk assessment
• Employee benefit plan audits
• Internal control design, documentation and testing
• Consulting regarding financing, equity structures and transactions

Tax Services

We guide our clients through tax saving strategies with the following services:

• Federal and state tax compliance
• Choice of entity and multi-entity planning strategies
• Tax method of accounting strategies
• Corporate and individual tax planning and projections
• Succession planning
• Estate and financial strategies, financial planning
• Merger and acquisition tax strategies, transaction strategies
• Tax credit procurement
• State and local income tax planning
• Representation before the IRS

MOORE COLSON REPRESENTATIVE INDUSTRY LIST:

Manufacturing, distribution, construction, real estate owners, hospitality, service , health care, transportation, technology, retail, high net worth individuals, families, insurance brokerage, physician practices, law firms, family offices, restaurants/catering, and logistics.

If you would like to request more information about how Moore Colson can help your FAMILY-OWNED BUSINESSES business, click on Greg Colson or Bob Kiser.
Moore Colson can point you in the right direction!