Family Business
Family Business
Erich Bergen
MBA, PMP
Director
Duncan Campbell
CPA
Principal
Christine Dahlhauser
CPA
Managing Principal
Brian P. Francese
CPA
Principal
Adam Goehring
CPA, M.B.T., CEPA
Principal
William Grady
J.D., CLU®, CFP®
Principal
Karri Lapin
CPA, J.D.
Principal
Joseph O'Neill
CPA
Managing Principal
Thomas A. Spychalski
CPA
Principal
William A. Wong
CPA, MST
Principal
Lisa Yamakawa
CPA
Principal
Brandon Zlupko
CPA, CEPA
Principal
Each family-owned business is on its own quest toward specific ambitions and growth objectives, while balancing varying personalities and relationships.
We know that each family business is unique; there is not one way to manage a family business. We are proactive, responsive and personalized, learning about your objectives and providing customized strategies to achieve them.
Specialized services for family-owned businesses
As a family business owner, you have built your livelihood on your values. And, while the speed of disruption and change accelerates, your values will always remain.
Our family business specialists offer a range of services for your business, your portfolio companies or your individual family members. We can help level out disruption and turn your values into an action plan.
No matter what market, industry or stage of the business life cycle you are in, Baker Tilly can help.
Deciding to leave your family business is difficult and taking over a family business is no easy feat either. We can help ensure a smooth transition by identifying strategic and viable options that align with your goals.
We can also assist with outside buyer transactions, ownership structures, next generation transition or recapitalization of the company.
Are you ready to retire, but not sure who will take over your family business? Our specialists can help you prepare an effective leadership succession plan, including identifying potential leaders, timing and development ideas.
Are you ready to transition your business to the next generation? Is the next generation ready? We will work with your next generation of leadership to ensure they have the tools needed to be successful.
We can prepare them for family dynamics and provide insight into your future-leaning strategy.
Emotions and relationships can often get in the way of making decisions or managing a family business. At Baker Tilly, we believe a set structure can power a forward-thinking approach.
We start by recognizing challenges you may have around board structure, policies, internal controls and accountability. Then, we build an approach that addresses those challenges and incorporates your required back-office processes and procedures.
Our goal is for your family business to run efficiently and effectively.
Strategic planning is complicated. When you add in family vision, values, financial goals or succession, it becomes even more complicated.
Our team can help you determine the best path to turn your family and business goals into reality.
Whether you plan to sell or continue to build your family business, a well-crafted growth strategy is key.
We have the expertise to guide short-term execution and long-term growth decisions, working together with you and your management team.
When family conflicts arise, our family business team can skillfully mediate and address these sensitive issues with transparency and respect. Our team understands how to address problems around ownership, roles and responsibilities, financials and the future of the business.
We can help you address those problems while maintaining a focus on your goals and each individual family member.
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If giving back is key to enhancing your legacy, let us work with you to maximize the benefits.
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Middle market business owners, investors and corporations rely on our sell-side, buy-side and financing solutions to execute their growth strategy.
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One of the most significant changes to a business and its stakeholders can be the transfer of ownership. Baker Tilly can help you prepare for transition now, for tomorrow.
Private Wealth
At Baker Tilly, we believe a person's legacy isn't about being around forever, it's about creating something that will.
Transaction Advisory Services
Baker Tilly’s transaction advisory services team provides straightforward advice to clients on every critical business decision before, during and after a transaction.
Valuations
Baker Tilly’s valuation professionals provide supportable, defensible and unbiased valuation opinions that can stand up to the highest levels of scrutiny.
Wealth Management Consulting
Your wealth is measured in more than just numbers. That’s why our wealth management advisors take the time to get to know you and your goals first.
Baker Tilly Advantage
Spend more time growing your business than running it.
Free yourself up from the operational complexities and responsibilities related to taxes, accounting and HR. Baker Tilly Advantage provides you with the ideal mix of resources, expertise and turnkey services, all with the scalability to support your needs as they evolve throughout the business lifecycle.
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