dkss family business brochure

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FAMILY BUSINESS INTUITIVE FAMILY BUSINESS INSIGHTFUL INVOLVED INVALUABLE DKSS

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Three of four brochures for this Michigan CPA firm

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Page 1: DKSS Family Business brochure

FAMILY BUSINESSINTUITIVE

FAMILY BUSINESS

I N S I G H T F U L I N V O L V E D I N V A L U A B L E

DKSS

Page 2: DKSS Family Business brochure

YOUR BUSINESS RUNS ON A MIX OF HARD WORK, BRAINPOWER AND INTUITIVE THINKING. SO DOES OURS. WE GET IT.

How do we know so much about family owned and closely held businesses? For starters, we only work with these types of companies. And, of course, DKSS is a closely held business, too. We understand the financial and emotional challenges of leading a company and family on one path. We appreciate how hard you work to create value for your family and employees and understand your desire to succeed.

We also recognize that family businesses face extra challenges. Who’s going to steer the business into the next generation? What is fair compensation for relatives who work in the com-pany and what do you do for those who don’t? We can help you answer these questions and more.

Tax Preparation & Planning. It’s not how much you make, it’s how much you keep. We look at the big picture to help you manage your tax liabilities in the most beneficial way for your family and your business.

Assurance Services. A compilation, review or audit may be in order when seeking financing or pursuing other business opportunities. We can perform the full range of assurance service based on your needs.

Succession Planning. The DKSS team has helped countless busi-ness owners determine and implement their exit strategies. This may include transfers to succeeding generations or prepar-ing your business for sale. We’ll help train your next leadership team and structure deals in ways that meet your financial goals.

Family businesses face unique challenges. As you move your company forward, we can help determine the right paths to take.

Page 3: DKSS Family Business brochure

Family Meeting Facilitation. Sometimes it’s helpful to have an outside facilitator assist with sensitive conversations. We’re glad to guide discussions about strategic planning, goal setting, roles and responsibilities, family employment policies and other difficult topics.

Estate & Wealth Planning. There are many different ways to preserve your wealth. We can help you determine what’s right for you, your family and any philanthropic ventures you support.

Business Valuation. We are experienced business valuation ana-lysts and can provide professional valuations for estate, gift and succession planning, divorce or business acquisitions and sales.

Buy-Sell Agreements. Every business with multiple owners should have a current buy-sell agreement in place. We can work with your legal advisors to structure these documents so that they are effective and enforceable.

Merger, Acquisition or Sale? Whether you’re buying or selling, you need knowledgeable advisors to assist with transaction set-up, strategy and due diligence, keeping tax efficiencies in mind. Count on DKSS to help you seal the deal.

Financing Negotiation. We stand by you during your discus-sions with investors, banks or other lenders. We can negotiate on your behalf regarding loan terms, interest rates and other details.

We enjoy working with owners and executives of family businesses, and our intuitive approach can play a strategic role in your success.

YOUR BUSINESS RUNS ON A MIX OF HARD WORK, BRAINPOWER AND INTUITIVE THINKING. SO DOES OURS. WE GET IT.

Family businesses face unique challenges. As you move your company forward, we can help determine the right paths to take.

Page 4: DKSS Family Business brochure

Derderian, Kann, Seyferth & Salucci, P.C.3001 W. Big Beaver, Suite 700

Troy, MI 48084-3108P 248.649.3400 F 248.649.2187

Member AGN International www.DKSScpas.com

I N S I G H T F U L I N V O L V E D I N V A L U A B L E

CPAs + Advisors

DKSS

• Financial Statement Compilations, Reviews & Audits• Tax Return Preparation & Planning• Estate & Wealth Planning• Multistate & International Tax Consulting• Tax Audit Representation• Benchmarking & Profit Enhancement Studies• Business Valuation• Mergers, Acquisitions & Sales

• Family Business Consulting & Meeting Facilitation• Employee Benefit Planning • New Business Formation & Consulting• CFO & Bookkeeping Services• Business Exit & Succession Planning• Internal Control Reviews• Projections & Forecasts

As your CPAs and advisors, our goal is to protect what you have and help you grow it. DKSS clients include individuals and businesses that are primarily closely held and family business enterprises. Our services include: