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Privately-Held Businesses

CBM works only with privately held businesses.

This focus has allowed us to concentrate solely on addressing the needs of these clients and the unique challenges they face as they attempt to expand, increase profitability and generate cost-cutting measures. Of course, we are intimately familiar with these issues because we’re a privately held business, too.

We provide a broad range of tax, audit, accounting and consulting services to S corporations, C corporations, LLCs and partnerships.

Family-Owned Business Issues

Among our services to privately held businesses, CBM has specialized expertise working with family-owned businesses. Family dynamics can both enhance and inhibit growth. Our professionals have experience offering sophisticated estate, gift and tax planning to promote wealth generation and preservation.

Every family-owned business client has different goals. We can help you navigate the financial, operational and emotional challenges to help you reach your goals.

CBM President and Managing Partner Peter B. Reilly contributed a chapter to a compiled series of essays about family-owned business management called Minding Your Family-Owned Business.

Please contact us for a complimentary copy. The insights and success strategies delivered by industry experts in this book will help you gain perspective, achieve greater success and have a better lifestyle.

Business owners rely on CBM to look out for their interests. We would appreciate the opportunity to work with you, as well.