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Privately-Held Businesses

Contributing to Your Future.

CBM works only with privately held businesses — no publicly traded companies. 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 these clients.Among the most essential are:

Tax Planning. Sophisticated tax planning is crucial to closely held businesses. Our holistic approach means we plan for the entire organization — the business, family members and other stakeholders — to ensure a unified, effective, efficient strategy.

Internal Controls. Business owners rely on CBM to look out for their interests. We have years of experience helping improve procedures and prevent fraud.

Family Business Issues. Family dynamics can both enhance and inhibit growth. We offer sophisticated estate, gift and tax planning to promote wealth generation and preservation.

Exit & Succession Planning. Every client has different goals. CBM is heavily involved in exit and succession planning, helping clients make the most of their years of hard work.

Small Business Success

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Industry Memberships

We are proud members of the following organizations:


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Family-Owned Biz


Business Valuation

CBM's Firm Brochure

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