Personal. Insight.

Closely-held and family-owned businesses have unique dynamics, with the finances of business and owners often entwined. A business may represent a large portion of an individual’s wealth and security. Personal assets may secure business loans. Cash flow issues can cramp personal lifestyle.

To maintain proper balance, keeping both business and family healthy and successful, SuggsJohnson assists clients throughout the entire business cycle, from formation through growth to succession planning and exit strategies. Key services we offer include:

  • Finance and Accounting Outsourcing
  • Business Valuations
  • Buy/Sell Agreements
  • Corporate Tax Planning
  • Employee Benefit Plan Audits
  • Financial Statement Compilations, Reviews, and Audits
  • Individual Tax Planning
  • Internal Controls Audits
  • Payroll Outsourcing
  • Transaction Advisory Services