As your business advisors, Dugan & Lopatka can help you sort through complex business and relationship issues.

Operating a family business is a unique challenge, intertwined with the needs of the business and the needs of the family members. As your business advisors, we can help you sort through complex business and relationship issues. We can bring you new ideas that have been successful in our other family-owned business clients and serve as a neutral party to ensure successful implementation of those or other ideas.

Common Problems
How do I bring my children into the business and avoid conflict?
How do I compensate family and nonfamily employees?
How do I value my business?
How do I ensure my retirement after I leave my business?
How best can I manage my estate?
How do I transfer ownership but retain control?

We understand the complex nature of family businesses, please give us a call today.

Specialized Services for Family-owned Businesses

• Succession planning/Exit Planning
• Cash flow forecasts and projections
• Business tax preparation and compliance services
• Tax planning and consulting
• Business advisory and evaluation services
• Accounting services
• Capital budgeting and analysis
• Assurance services - audits, reviews and compilations
• Cost segregation studies
• Business valuations
• Mergers and acquisitions
• State, local and property tax issues
• State and local incentive programs
• Strategic planning
• Employee benefit plans
• Income tax depreciation
• Business structuring
• Investment planning
• Accounting software solutions

 Give us a call today.