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experience makes the difference

Family-Owned & Closely Held Businesses

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How We
Can Help

Family-owned businesses run across all industries and sectors, and range in size from small mom-and-pop operations to multinational corporations. Whether a business has one million dollars or one billion dollars in revenue, McDonald & Adkins give every client the same quality service.

helping you

Navigate and avoid the risks

We help our clients

We help our clients navigate and avoid the risks that can threaten a family business. Hazards such as intra- and intergenerational rivalries among family members, compensation disputes, breaches of fiduciary duties by family members, death and succession issues, integrating non-family members into the company structure and difficulties in determining lines of authority. Our goal is to maintain and grow financial value while reducing friction within the family and avoiding long-term conflicts.

We pride ourselves on being responsive to the needs of our clients, focusing on the long-term goals and staying ahead of the curve with the rapidly changing laws and regulations affecting family-owned businesses. Ultimately, our goal is to help our clients shape a strong business and legal infrastructure that will prosper and stand the test of time.

“Taxes are the price we pay for civilized society.”

Justice Oliver Wendell Holmes

plan of action

know your rights

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01

One step ahead

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02

building your case

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03

achieving your goals

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we are part of the family. all the way through.

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you are not alone

our professional services Include:

Estate planning, succession planning and implementation, including: