Family Businesses

Just like the family business is the bedrock of the small and mid-market business landscape in America, it is backbone of Janover.  If there is any area that escapes the confines of just “numbers” it is the family business.  The personal, psychological and monetary issues have equal weight here, and we understand the different dynamics involved in ways that many firms in our industry simply do not have the capacity to grasp.  Instead we excel at being your most trusted business advisor by providing expert guidance as to the growth and profitability of your business, even if this requires getting family members to move beyond their differences to focus on the common goals they share. 

Our family business services include the following services, but in essence our contributions extend far past this list:

  • Estate planning and wealth preservation
  • Optimization of family tax issues
  • Forming and advising family limited partnerships
  • Succession planning and the transferring of ownership
  • Brokering the sale of the business
  • Performing due diligence related to mergers and acquisitions
  • Creating compensation strategies
  • Establishing and reviewing pension, profit-sharing, 401(k) and other retirement plans
  • Sales and use, rent and payroll tax compliance

Mark Goodman is the partner specializing in Family Businesses. Please feel free to contact Mark by email: mkg@jrllc.com or phone: 516-542-6300 x261