Closely Held Business

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Customized for your goals.

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If your business is large or small, it’s always on your mind. Our advisors work with you to strategize and implement custom solutions that fit your financial and business goals. Whether you want to minimize your tax liability, start a business transition, or grow into a new market, our Closely Held Business practice is ready to help.

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our customers

We draw on service and industry specialists across all of Elliott Davis to fully address the unique needs of our customers — no matter what their goals or situations look like.

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solution overview

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FEATURED solutions
Accounting Advisory

Empower your decision-making through financial advisory.

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State & Local Tax

Navigate the ever-changing state and local tax arena with confidence.

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Succession Planning

Maximize the transition of generational wealth with tailored succession and exit strategies.

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ready to see your potential?

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Find Your Solution

by category
by industry
advisory

Accounting Advisory

Business Turnaround & Recovery

Business Valuation Consulting

Commercial Litigation Support

Sustainability & ESG

Family Law Litigation Support

Fraud & Forensic Accounting

Governance, Risk, & Compliance

Operational Excellence

Strategy & Growth

Transaction Advisory

assurance & attestation

Attestation & Other Engagements

Audits, Reviews, & Compilations

Employee Benefit Plan Audits

SOC Reporting

tax

Family Wealth Services

Federal Tax

International Tax

State & Local Tax

Tax Methods & Credits

digital

Business Systems

Cybersecurity & Data Privacy

Data Analytics

Technology Consulting

Solutions
Solutions by Category

When running a business, a variety of challenges and opportunities present themselves. Our breadth of services span every category. Based on your business goals, we’ll find the right solutions to meet the moment.

all industries

Closely Held Business

Construction

Dental

Entertainment & Sports

Financial Services

Healthcare

International

Manufacturing & Distribution

Not-for-Profit

Private Equity

Professional Services

Real Estate

Technology

Industries
Solutions by Industry

Every industry has its own nuances. We take that into consideration and approach business solutions with the specific lens required of your field. Our teams are comprised of talent with relevant experience and we’re prepared to meet every challenge.

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