Family Businesses

Having worked with family-owned business for nearly a century, Weiser has long recognized their needs are unique. We know that in a family-owned business, the dynamics are tricky and the decision making can be complex. As independent advisors, it is our role to keep you and your company on track by providing guidance as to the growth and profitability of the business you have built for generations.

To do this, we move family members beyond any differences they might have to plan for the organization's future. We structure your company for growth and reinforce your leadership team. When transitioning is imminent, we guide you in transferring ownership to perpetuate the company, and at the same time, create fairness for all family members.

We focus on the specific needs of your family business. Our expertise encompasses:

• Succession planning
• Transferring ownership
• Buy/sell agreements
• Family limited partnerships
• Valuation services
• Estate planning and wealth preservation
• Compensation strategies
• Recruiting non-family management
• Resolving conflict
• Going public
• ESOPs
• Advisory board meetings
• Information technology
• Accounting and auditing
• Tax planning and compliance
• Profit enhancement programs

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