bond beebe family business advisory practice group
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About Bond Beebe’s Family Business Advisory PracticeBond Beebe is a mid-sized Certified Public Accounting Firm with a rich history of 80 years of service in the greater Washington DC Metropolitan area. Our team of accounting, finance and business advisory professionals understands how to serve both the family and business needs of family enterprises. We have professionals who specialize in accounting, tax, succession and estate planning and more - all within the context of complex family business structures and dynamics.
Bond Beebe’s Family Business Advisory Practice helps owners, family employees, non-family executives and other stakeholders in the family business attain their desired results and goals within the dynamic family environment by bringing a customized, cost-effective approach to your tax, estate & trust issues, succession matters and other business and financial challenges and opportunities. Our Family Business Advisory Team is proactive, responsive, thorough, compassionate and patient. We will carefully guide both your business and your family through your complex decisions and transactions.
TrustValueService
Bond Beebe Family Business Advisory Practice Group
Family-owned and operated businesses have unique needs. Since our founding in 1932, Bond Beebe has partnered and grown with 1st, 2nd, 3rd and even 4th generation family enterprises.
Accounting & Assurance•
Business and Strategic Planning•
Buy-Sell Agreement Advisory•
Cash Management Analysis•
Estate and Gift Tax Planning and •
Preparation
Family Business Advisory •
Family Business Hiring Practices•
Family Governance Issues•
Family Wealth Management•
Finance Structuring•
Financial Benchmarking Analysis•
Financial Forecasting and •
Budgeting
Financial Statement Audits, •
Reviews & Compilations
Forensic Accounting•
Income Tax Planning and •
Compliance
Joint Venture Assessment•
Mergers/Acquisitions/Affiliations•
Outsourced Accounting & •
Bookkeeping
Outsourced Controller / CFO•
Phantom Stock and Long-Term •
Compensation Plans
Sales and Use Tax Analysis•
Succession Planning•
Surety and Bonding Assistance •
and Consultation
Our ServicesBond Beebe’s Family Business Practice Group offers the following standard business and family business-specific services:
How We’re Different
Our Team
Founding Member of the Greater Washington DC Family Business AllianceOver four years ago, Bond Beebe founded the Greater Washington DC Family Business Alliance for the purpose of serving family businesses located in Maryland, the District of Columbia, and Northern Virginia, providing a structured forum for an exchange of ideas and information, and a resource of services and assistance.
For more information about the Greater Washington DC Family Business Alliance, or to learn how to become a member, contact: Debra Andrews, Executive Director at 301-272-6094 or [email protected]
Certified in Family Business AdvisingThrough the Family Firm Institute (www.ffi.org), an organization dedicated to educating, convening, and engaging professionals serving the family enterprise field, members of Bond Beebe’s Family Business Advisory Practice Group are certified Family Business Advisors.
What does this mean for our family business clients? Our professionals have gained a deeper understanding of the needs of family-owned enterprises and the many roles family business and non-family members play. We have access to cutting edge information and resources for exploring the core disciplines - behavioral science, finance, law and management science - and steps for forming collaborative teams. We can also ensure that the highest standards of professional best practices will be implemented.
Washington DC Metro Office4600 East-West Highway, Suite 900Bethesda, MD 20814-3423PH 301-272-6000 FX 301-272-6100
Virginia Office1800 Diagonal Road, Suite 495Alexandria, VA 22314PH 703-684-0600 FX 703-684-0605
Our Officeswww.bbcpa.com
Geoffrey Brown, CPAFamily Business [email protected]
Joel Susco, [email protected]
Jacqueline Thompson, CPAFamily Business Advisor [email protected]
www.dcfamilybusiness.com
Eric Fletcher, [email protected]
This brochure is printed on recycled paper.