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Family Businesses


In a family business, obstacles to success can include strained working relationships, communication problems, confusing roles, family conflict, compensation issues, and a lack of succession planning. At FK Advisors, our family business consultants are prepared help your family sort through these issues, in order to develop and maintain a thriving family business.

Our team will work with you to more clearly define expectations, develop long-term plans, establish clear lines of communication, and create a more positive environment that promotes stability and growth. Confidential interviews and facilitated meetings allow our consultants to gain a detailed knowledge of your business and both the family and market issues impacting its success. We can then create and implement a business strategy designed to optimize the growth of your family business.

We offer a wide variety of services to family businesses, including:

  • Strategic planning
  • Tax return preparation
  • Tax planning
  • Accounting and bookkeeping
  • Outsourced accounting and CFO support
  • Budgeting and forecasting
  • Exit and succession planning
  • Compensation planning
  • Operational reviews
  • Cash flow projections and analysis
  • Identifying and tracking key performance indicators
  • Profit improvement analysis
  • Merger, acquisition, and joint venture consulting
  • Estate planning
  • Income and gift tax planning
  • Charitable planning
  • Retirement and benefit plan consulting
We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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© FK Advisors 2021