Closely Held Companies

For many closely held companies, the success of the business and the finances of the family are closely related; business decisions can impact not only the organization, but the family, too, and must be weighed from multiple angles.

From start-up, to growth, expansion, and transition, our closely held business advisors provide proactive tailored solutions to help our clients meet any challenge . Our team works closely with our clients to understand their professional and family goals, and align our services and strategies to help them sustain success while growing their personal wealth.

If you are the owner of a closely held company, Rose, Snyder & Jacobs has the expertise and experience to provide unique value.

Our services for Closely Held Companies include:

  • Federal, State and Local Tax Compliance
  • Federal, State and Local Tax Planning and Advisory
  • Enterprise Zone Credits
  • Entity Formation and Selection
  • International Tax Structuring and Compliance
  • International Transfer Pricing
  • Estate and Trust Planning
  • Business Succession
  • Stock-Option Incentives and Ownership Issues

  • Financial Audits, Reviews and Compilations
  • Financial Reporting
  • Employee Benefit Plan Audits
  • Audit Preparation
  • Break Even Analyses
  • Forecasts and Projections
  • Internal Control Assessments
  • Mergers & Acquisitions

  • Business Management
  • Bookkeeping
  • General Ledger Maintenance
  • Back Office Management

  • Strategic
  • Operational
  • Management
  • Financial and Analytical

successful business keys

Key Contacts

Tony Rose

Senior Partner

Greg Snyder

Senior Partner

Jake Jacobs

Senior Partner

Alan Kazden



Closely Held Companies Brochure