Family Business Advisors Committed to Your Success

At DeLeon & Stang, we offer a broad array of services to meet the needs of growing businesses, and our team includes a number of specialized family business advisors.

Family businesses face all the same challenges and requirements that larger businesses do, but also have their own unique needs and limitations. Fortunately, our family business advisors have experience in guiding owners of growing businesses in identifying their goals and making plans to reach them.

Ways we can help

Unlike larger organizations, most family business don’t have the luxury of having senior staff whose sole job is long- or even mid-range planning. DeLeon & Stang can play a valuable role for these owners by serving as a strategic advisor on a long list of financial decisions—such as choosing the type of entity that will best meet your needs, improving business processes, choosing new software and even retirement planning. In the process, we make sure that you stay on track to reach your business goals.

Effective succession planning is another example of how we can add value. While we’re not lawyers and can’t draw up the related legal agreements ourselves, our family business advisors can provide you with recommendations for specific solutions that you can raise with your attorney.

Count on us for strategic advice

Whether it’s providing timely tax advice and insights, or sharing best practices from other clients facing similar challenges, we’re ready to serve as a trusted advisor for your family business, helping you make better business decisions in your own best interests, and for your family as well.