Your Family Business, Our Expertise:
Building Legacies Together
Running a family business brings incredible rewards—but it also comes with a series of unique but complex challenges. At Fusion CPA, we understand these dynamics. As such, we’re dedicated to providing expert guidance and specialized strategies to help your business grow and thrive across generations.
How Our Expertise Unlocks Your Potential
Our team of professionals helps family businesses navigate sensitive issues like succession planning, tax strategies, governance, and conflict resolution. We don’t just provide financial services—we build strong relationships with our clients, to truly understand the intricate needs of both the business and the family behind it.
Trevor McCandless
CEO, CPA, MTax
Susan Borkowski
CPA PLLC
Thor Conklin
BBA
Katherine Harrington
CPA, MAFM
Danielle Palmer
BBA
Fusion CPA Joins the Ultra High Net Worth Institute
Recognized leaders in family business consulting for ultra-high-net-worth families.
With 15+ years of experience serving families with $30M+ in net worth, our membership reinforces our commitment to wealth management, legacy planning, and next-gen advisory.
How Our CPAs Solve Your Pain Points in Family Business Succession and Management
Family Business Spotlight Interviews:
Lessons from Generations of Experience
Join us as we dive into real conversations with family business owners and peers. From navigating generational transitions to overcoming unique challenges, these interviews uncover real stories, practical solutions, and the heart behind thriving family enterprises.
“The most valuable business advice often comes from those who’ve walked the path before us.”
Spotlight Interviews
4 Videos
Our Comprehensive Family Business Services
Succession Planning & Next-Generation Leadership Development
One of the most critical moments in the life of a family business is the transition of leadership from one generation to the next. We help you design and implement a comprehensive succession plan that ensures a smooth transfer of ownership and leadership.
Our team works with your family to prepare and mentor the next generation of leaders so that they are equipped to carry the business forward, while still honoring your legacy.
Family Governance & Conflict-Resolution Strategies
Effective governance is the backbone of a successful family business. We help you establish governance structures that set clear roles, responsibilities, and expectations for family members. In addition, our conflict-resolution strategies help mediate and resolve internal disputes before they escalate, ensuring that your family relationships remain intact while the business thrives.
Ownership Alignment in Family Business Services
To help your family business thrive across generations, we provide structured Ownership Alignment services designed to create harmony between family dynamics and business success. Our approach helps establish a unified vision by aligning family values with long-term business strategy, ensuring everyone works toward a common purpose. We facilitate shared goals by bridging personal aspirations with company objectives, so each family member understands how they contribute to the bigger picture.
Tax Optimization Tailored to Family-Owned Enterprises
Navigating the tax landscape for a family-owned business can be complex. We provide tailored strategies to optimize your company’s financial health while minimizing potential tax burdens. Whether it’s inheritance planning, profit distribution, or ensuring compliance with ever-changing tax regulations, our experts help ensure that your tax strategy aligns with your long-term goals.
Financial Planning: Balancing Business & Family Needs
A successful family business requires financial planning that supports the growth of the company, while considering the financial goals of the family members involved. Our team works with you to create a customized financial strategy that balances personal wealth management with business needs. From investment planning to cash flow management, we help you secure financial security for your business and your family.
Technology Integration for Streamlined Operations
Technology plays a critical role in the efficiency and success of a family business. We can help you identify and implement the right solutions to optimize your operations. From accounting software to advanced business analytics, our team ensures your business stays competitive and adaptable in the digital age.
Our Approach
- Visioning Session: Engage key family members and leaders to define goals, legacy aspirations, and pain points.
- Alignment Assessment: Evaluate alignment between family values, individual goals, and business objectives.
- Outcome: Clarify the family’s values, vision, and succession needs.
- Family Enterprise Analysis: Conduct SWOT and organizational assessments for unique family business insights.
- Vision & Values: Define core values, mission, and a 5–10 year vision across generations.
- Outcome: Establish a clear understanding of current state, aspirations, and challenges.
- Readiness Assessment: Evaluate next-gen leadership potential and alignment with long-term vision.
- Custom Development Plans: Design tailored mentorship and training for skill-building and governance.
- Engagement Proposal: Customized plan for succession planning and leadership development.
- Outcome: Create a clear roadmap for next-gen leadership development.
- Governance Frameworks: Set up family councils, advisory boards, and defined roles.
- Actionable Roadmap: Outline milestones, scorecards, and structured communication strategies.
- Outcome: Build a governance framework ensuring continuity and accountability.
- Regular Check-Ins: Host routine meetings to review progress and address evolving needs.
- Guided L10 Meetings™: Drive alignment and ensure consistent progress.
- Outcome: Foster growth, strong leadership, and lasting family harmony.
Why Choose Fusion CPA for Your Family Business?
At Fusion CPA, you’re not just a client—you’re our partner. Our goal is to help you build a sustainable future for both your family and your business, by addressing the challenges that come with running a family enterprise. We believe that with the right strategies, your business can continue to thrive for generations to come.
Whether you’re preparing for a leadership transition, looking to streamline your financial processes, or aiming to align family and business goals, our team is here to support you every step of the way.
Let’s Build the Future of Your Family Business—Together
Why Financial Advisors Trust Fusion CPA
- Expertise in Family Business Dynamics – We understand the emotional and financial complexities that come with family-owned enterprises.
- Proactive Tax & Accounting Solutions – Our team integrates tax planning, accounting, and financial advisory to create holistic, strategic solutions.
- Seamless Collaboration with Advisors – We act as an extension of your advisory team, ensuring your clients receive specialized, high-level financial guidance.