Family-Owned Business

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Your business is like a family, because well, it is family. 

Each family business is a sophisticated blend of financial and business practices and deep personal relationships. This combination can lead to tremendous success, but focusing these forces takes expertise and a unique understanding only another family-owned business can provide. 

We’re passionate about our work with family-owned companies. It’s also a reason that our core principle of “Building Extraordinary Relationships” is part of everything we do as a firm. Whisman Giordano has no agenda other than helping you succeed. Our accounting, business advisory, and tax services are second to none. Perhaps even more important is that you’ll be working with a firm that understands you and your challenges. 

Since 1973, we’ve advised family businesses in Delaware, Maryland, and Pennsylvania. Just as with family, we’ve been there through the good times and the not-so-great times. We have numerous clients who have been with us over the decades. If you are looking for a place to treat you like family, we’re here to help. 

We customize each client experience to their specific needs. Below are some core services for family-owned businesses we’ve identified over the years: 

  • Succession planning
  • Transaction structuring
  • Estate planning
  • Income tax planning
  • Compensation guidance
  • Financing assistance
  • Exit strategies