Closely-Held Business

Since 1981, we built the foundation of our firm by serving the needs of family-owned and closely-held business.

Talk to an expert

Andy Starnes
Managing Partner
Andy StarnesManaging Partner
Elizabeth S. Miller
Elizabeth S. MillerPartner
Christopher D. Fagan
Christopher D. FaganPartner
Sydney Trew
Sydney TrewPartner
Stephanie George
Stephanie GeorgePartner
Chris Arnone
Partner & Vice Chair
Chris ArnonePartner & Vice Chair
Steven Murphy
Steven MurphyPartner
Chris Fields
Chris FieldsPartner

Closely-held businesses have been a primary focus for Moore Colson since our inception in 1981. Over the years, we built the foundation of our firm by serving the needs of family-owned and closely-held businesses. Our depth and breadth of services enable Moore Colson to assist you to create profit within your business, retain cash through effective tax strategies, and generate wealth for the business owner outside their business.


Assurance and Advisory Services:

  • Financial reporting – audit, review and compilation
  • Strategic planning
  • Cash flow modeling and assessment
  • Monthly or quarterly internal accounting assistance
  • Outsource CFO services
  • IT risk assessment
  • Employee benefit plan audits
  • Internal control design, documentation and testing
  • Consulting regarding financing, equity structures and transactions
  • Profitability and turnaround management

Tax Services:

  • Federal and state tax compliance
  • Choice of entity and multi-entity planning strategies
  • Tax method of accounting strategies
  • Corporate and individual tax planning and projections
  • Succession planning
  • Estate and financial strategies, financial planning
  • Merger and acquisition tax strategies, transaction strategies
  • Tax credit procurement
  • State and local income tax planning
  • Representation before the IRS

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AJC TWP 2022 Award Ribbon
AJC TWP 2022 Award Ribbon