“Sterling coordinated our sale with our attorneys and wealth manager so seamlessly that the tax outcome was better than any of us had modelled. Discreet, precise, unflappable.”
Founder, technology company
Post-liquidity client since 2019
Services
Closely Held Business
Tax and advisory for the operating companies behind the wealth — structure, compensation, succession.
What's included
Closely Held Business, handled end to end
- Entity structure and compensation
- Succession and exit planning
- Business valuation coordination
- Partnership and S-Corp returns
- Transaction tax due diligence
How it works
A clear, predictable process
- 01
Private consultation
A confidential conversation with a partner about your situation and objectives.
- 02
Comprehensive review
We study prior returns, entities and plans, then present findings and opportunities.
- 03
Engagement & plan
A fixed annual retainer and a written planning calendar for the year ahead.
- 04
Continuous stewardship
Quarterly projections, coordinated advice and a partner who knows your name.
Client stories
What clients say
Let's talk about closely held business
Book a no-obligation consultation and get a clear plan for your situation.
Office hours: Mon – Fri · 9:00 AM – 6:00 PM