Helping Leaders of Closely Held Businesses Scale and Succeed

Closely Held Businesses

Councilor partners with closely held businesses at every stage, from building strong financial foundations to planning for transition and succession. We bring together accounting, advisory, and personal financial insight to help owner-operators navigate the unique hurdles that come with the territory, like managing pass-through income and structuring buy-sell agreements.

Your Business Builds Your Wealth We Make Sure You Keep It

Balance Business Operations and Owner Priorities

Synchronize your business and personal finances with a plan that accounts for both. We structure decisions with practical, real-world insight from advising closely held businesses for 100+ years to ensure profitability, liquidity, and long-term value stay aligned.

Navigate Growth, Change, or Transition

Turn key inflection points into informed decisions. We bring technical expertise and forward-looking insight to support expansion, restructuring, and transition.

Manage Conflict, Risk, or Uncertainty

Handle pressures unique to closely held businesses, from regulatory scrutiny to shareholder disputes, with confidence. We help you mitigate risk and resolve conflicts with analytical rigor and credible financial insight.

From Foundational Decisions to Final Transactions, You're Covered

Accounting & Financial Advisory

Turn messy books and cash flow blindspots into clear direction. We streamline accounting, reporting, and systems to improve visibility and deliver real-time insight without adding overhead.

Business Advisory

Make growth intentional. We help you forecast, model cash flow, evaluate transactions, and optimize operations so you can act with clarity and confidence.

Transaction Advisory & Succession Planning

Prepare for what's next. Whether you're scaling, restructuring, or planning an exit, we provide the insight and guidance to execute with confidence.

Forensic & Litigation

Protect your position when it matters most. From shareholder disputes to valuation and forensic analysis, we bring rigor and clarity to complex situations.

Integrated Tax, Financial Planning & Wealth

Align your business success with your broader goals. We connect business strategy, tax planning, and personal financial planning to support long-term outcomes.

Closely Held Business Leader

Daniel Weaver, CPA

President and Managing Partner

Accounting

Advisory

Wealth Management