Family-Owned Business

Grow Your Business, Secure Your Legacy

Your family business is more than just a financial venture — it’s built on years of dedication, shared values, and a vision for future generations. As a key driver of the economy, family businesses like yours are known for their resilience, leadership, and long-term focus, setting you apart from the rest. Every decision you make is personal, shaping not only the future of your business but the legacy you’ll leave behind.

To stay competitive and ensure your legacy thrives, certain areas require special attention. Succession planning is crucial to maintaining smooth leadership transitions while preserving your family’s vision. Access to capital fuels growth and innovation, empowering your business to expand and evolve. Strategic tax planning protects your financial health, maximizing long-term sustainability.

With clear strategies in place, you can make confident decisions that strengthen your business and protect your legacy. Forward-thinking financial guidance helps grow and succeed, all while staying true to the values that brought you here.

Preserve your legacy and grow your business for the future.

Experience. The Difference.

Helping You Thrive

As a family-owned business, you’re looking for solutions that make complex financial decisions simpler, without losing sight of what matters most — your legacy. You need guidance that addresses the challenges you face today while also helping you plan for future growth and sustainability.

Our specialized team of CPAs and advisors understands the unique needs of family-owned businesses and offers full-service strategies tailored to your goals. Whether you need help with business valuation, estate planning, tax planning and preparation, or internal controls review and fraud prevention, we provide the insights you need to make informed decisions. Our focus is on protecting your family’s legacy while driving business growth.

We also provide ongoing support through performance reviews, benchmarking, and outsourced accounting services to ensure your business continues to thrive. Our goal is to give you the tools to succeed, now and for generations to come.

Foundation for Financial Success

At McKonly & Asbury, clear communication is central to everything we do. We align your financial strategy with the long-term vision of your family-owned business, integrating succession planning, capital strategies, and financial management to provide the insights you need. Our approach helps you make informed decisions, adapt to changing circumstances, and continue growing, all while preserving the legacy and values at the heart of your business. Ready to strengthen your financial strategy and ensure lasting success?

Family-Owned Business Solutions

How Can We Help?

Financial Statement Audit, Review, and Compilation
Succession Planning
Transaction Advisory
Strategic Planning/Board Advisory
Business Valuation
Estate Planning/Forecasting
Executive Compensation Issues
Federal, Multi-State, and International Tax Planning and Preparation
Outsourced Accounting Services
Internal Controls Review and Fraud Prevention
Performance Review and Benchmarking

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We can always rely on the expert people at McKonly & Asbury to work with us to get us through business challenges. They have been a great partner of ours…and we really look forward to many more years of working with the great people of McKonly & Asbury.

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