CBM’s Quick References are high-level insights published by our tax, accounting and consulting professionals that focus on critical issues and concerns facing businesses. CBM is available to help you implement solutions that minimize risks and maximize new opportunities.
For decades, CBM has specialized in supporting the success of family-owned businesses. Family dynamics can both enhance and inhibit growth. Our tax and wealth management professionals are positioned to help you navigate these complex dynamics and offer sophisticated, experience-based estate, gift and tax planning expertise to promote wealth generation and preservation. In support of this area of our practice, the CBM compiled a series of strategies into a volume entitled “Minding Your Family-Owned and Managed Business”, which helps you and family members navigate the financial, operational and emotional challenges on your way to achieving desired business goals. Please contact us for a complimentary copy.