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

How Our CPAs Solve Your Pain Points in Family Business Succession and Management

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.

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.

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

Tailored Pricing Plans to Match Your Business

Business Advice

Tips For Hosting A Family Board Meeting

Family businesses are one of the pillars of the United States’ economy. They are managed uniquely compared to larger businesses. This uniqueness extends to its occasional board meetings. For this reason, when holding a family board meeting you should…