Closely-Held Business

Since 1981, we built the foundation of our firm by serving the needs of family-owned and closely-held business.

 

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Bert T. Mills
Managing Partner
Bert T. MillsManaging Partner
Todd McMullen
Partner
Todd McMullenPartner
Andy Starnes
Partner
Andy StarnesPartner
Elizabeth S. Miller
Partner
Elizabeth S. MillerPartner

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 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.

Services

Assurance and Advisory Services:

  • Financial reporting – audit, review and compilation
  • Strategic planning
  • 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
  • Profitability and turnaround management

Tax 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

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