Privately-Held Businesses

Owners and stakeholders of privately-held businesses face a myriad of business issues, advisors, regulations, and industry changes. They are juggling corporate requirements, partnership agreements, customer and vendor demands, employee issues, cost-cutting initiatives, tax compliance, cash flow needs, and growth strategies amidst daily operational distractions. Their demands are many, with priorities competing for time. Often, no one quarterbacks their interests; tax strategies and accounting requirements are sources of frustration and confusion. We call this challenge the Web of Complexity.

By serving as lead advisor for our business clients, Lally & Co. breaks down the Web of Complexity, creating a Circle of Simplicity. We make tax strategies and accounting processes easy to follow, understand, and implement. Every piece of the puzzle is expertly managed to benefit the interests, responsibilities, and goals of our client. The Circle of Simplicity allows owners to easily understand who is managing the various moving parts of their business and who is quarterbacking them.

View our list of services for Privately-Held Businesses.