CLOSELY HELD + Family BUSINESS
Taking Care of Business


Some might say that your company is just another business. But it's not. Aside from the fact that it's yours, it's not typical because, as a closely held or family-owned company, it's much more than a by-the-numbers operation.

Each closely held business is actually a sophisticated blend of financial and business practices, along with the personal relationships that exist among its owners, executives, investors, trusted advisors and family members. That means it's driven by forces not covered in the standard business curriculum, such as the interpersonal and family matters that rarely impact more widely held companies.

We get that. It's a large part of why we're so passionate about our work with private companies.

At Bader Martin you'll find the accounting, tax, financial reporting and business advisory services that most companies need, as well as insight into the nuances of your industry or niche.

But just as important, you'll also find expertise to assist you with the unique challenges that come from managing the impact of personal, investor and family concerns in such areas as governance, transition and succession planning, executive and family compensation, philanthropy, strategic planning, and retirement and estate planning.

Our professionals have that rare combination of experience and expertise necessary to hit the ground running for you. All of our principals have national-firm experience—eleven years, on average—and many have advanced degrees. Others have specialized professional credentials or have served as CFOs and senior executives in private, venture-backed and public companies.

For nearly 90 years, we've advised the region's closely held and family businesses. We've helped them to navigate booming economies and difficult economic times, and assisted them with successful exit strategies and hoped‑for transitions—including serving some through three and four generations of family ownership.

Closely Held and Family Business Services
As a Bader Martin client, you'll benefit from services in the following categories:

     Business Advisory Services
     Capitalization and Financing
     Succession Planning, Exit Planning and Transitions
     Accounting and Assurance
     Tax Compliance and Consulting
     Advisory Services for Owners and Executives

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Business Advisory Services

• Business structuring and choice of entity consulting—including tax, risk, family, legal, location and business considerations
• Growth strategies
• Compensation, stock options, bonuses and fringe benefits, including consideration of family and nonfamily issues
• Retirement plan structuring
• Operational analysis and process improvement
• Governance consulting and board development
• Risk assessment and management, including insurance planning 
• Industry benchmarking
• General business consulting and business coaching
• HR consulting: personnel searches

Capitalization and Financing

• Equity structuring and classes of equity
• Private equity funding
• Relationships with banks, lenders and other sources of financing
• Debt versus equity decisions
• Financial restructuring
• Recapitalization and reorganization consulting
• Loan negotiations, loan reviews and analysis of loan alternatives 
• Fixed asset financing and lease versus purchase decisions
• Insolvency consulting

Succession Planning, Exit Planning and Transitions

• Goal setting and evaluation of alternatives, including consideration of familial and cultural issues
• Business coaching
• Mergers, acquisitions and dispositions
• Joint ventures
• Buy/sell agreements
• Liquidity analysis
• Due diligence

Accounting and Assurance

• Financial statement audits, reviews and compilations
• Operational, performance and best practices audits
• Audits of qualified and nonqualified benefit plans
• Accounting and bookkeeping services
• Analysis and enhancement of internal controls
• Financial analysis and modeling
• Budgeting and cash flow analysis
• Chart of accounts design
• Development of internal and external reporting processes and designs
• Due diligence
• Agreed upon procedures
• Staff and board training on accounting, business and financial topics
  

Tax Compliance and Consulting

• Tax return preparation for federal, state and multi-state, local and international jurisdictions—including income, excise, sales and use, personal property and payroll tax returns 
• Tax nexus consulting
• Tax planning with a focus on integrating personal and business considerations
• Transaction planning and structuring to minimize tax consequences
• Efficient use of tax credits, exemptions and incentives
• Tax accounting and tax provisions
• Cost segregation consulting
• Cash versus accrual considerations
• Inventory methods
• Year-end selection and planning
• Impact of legislative and regulatory developments
• Tax examinations and tax controversy representation

Advisory Services for Owners and Executives

• Personal CFO services
• Compensation, bonuses and fringe benefits consulting
• Education funding
• Retirement planning
• Legacy and estate planning
• Wealth planning
• Coaching and mentoring

    
A sponsor of the Washington Family Business Awards [2010-2013]



FROM THE eLIBRARY BLOG

Employee or Independent Contractor? The IRS Wants to Know

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Have a Home Office? IRS Announces an Optional, Simplified Approach for Claiming a Tax Deduction

Selling to Out-of-State Buyers? What You Need to Know about Washington’s Nonresident Sales Tax Exemption

Quick-Reference Guide for 2013 and (Revised) 2012 Tax Deductions and Limits

Starting a New Business Venture? What to Know About Choosing the Right Entity

Year-End Tax Planning Series: Know What’s Slated to Change for 2013?

Providing Schedule K-1 Electronically? IRS Issues New Requirements Effective Now

Hiring a Veteran? Expanded Federal Tax Credit Available for Businesses and Not-for-Profit Organizations

Wondering About the New Federal Tax Deductions and Limits for 2012?

Paying Your Employees Sick Leave? Seattle Establishes New Minimum Standards

Occupancy Costs Out of Control? Tips for Negotiating a Commercial Lease

Losing Out on the Federal Research Tax Credit? IRS Releases Final Regulations for the Alternative Simplified Credit Method

Know the Latest Washington State Tax Rules?

Are Your Files and Records Really Safe?

Planning for a Successful Succession? What You Need to Know

Affected by the Repeal of Expanded 1099 Reporting Requirements?

A Modified Version of GAAP for Private Companies?

Know the Significant Federal Tax Deadlines for 2011?

Know the Federal Tax Limits and Deductions for 2011?

Impacted by New 1099 Reporting Requirements?

Benefiting from the Tax Provisions of the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010?

Eligible for the Small-Employer Health Care Credit?

Own a Small Business That's Losing Money?

Receiving Compensation or Benefits as an S Corporation Officer/Shareholder?

Up on the State's Law Governing Unemployment Insurance Coverage for Corporate Officers?

Running a Business? Or a Hobby?

Registered Your Corporate Officers with the Employment Security Division?


RESOURCES + TOOLS

2012 Federal Tax Limits and Deductions

2011 Federal Tax Calendar

2011 Federal Tax Limits and Deductions

IRS Tax Calendar for Small Businesses and the Self-Employed

Record Retention Guidelines for Businesses and Not-for-Profit Organizations