Goldstein Lewin & Co. does more than just crunch numbers-we offer an extensive range of business consulting services to help you maximize your opportunities. We are a multifaceted firm rooted in integrity and committed to providing our clients with an unmatched level of skill and service. Your accounting firm should be an integral part of your team and a major contributor to your success.

In Our Initial Consultation...

We will discuss:

• the needs of your business
• the challenges you face in your industry

We will evaluate:

• which of our specialized consulting services will help you reach your goals.

We will customize:

• a business strategy to deliver optimal results for your company.

Family Business Services
Family businesses comprise approximately 90% of companies in the United States. They include the stereotypical mom-and-pop grocery store as well as global giants such as Ford and Wal-Mart. In fact, nearly 35% of Fortune 500 companies are family owned.

When family dynamics become an integral factor in business operations, executives are faced with a unique set of challenges. As a result, only about one-third of family businesses survive into the second generation and even fewer (approximately 10-15%) into the third.

Goldstein Lewin has been advising family businesses for over a quarter of a century, so we understand the financial, psychological, and organizational concerns involved in running a business while balancing the conflicting priorities of the various stakeholders. During this time, we have developed in-depth insights into the management issues and complex relationships involved in operating these businesses and ensuring their survival and prosperity for the present owners as well as for future generations.

As business advisors, we concentrate on establishing and maintaining long-term relationships to understand all of the circumstances and constraints under which each family business operates. We provide a comprehensive range of services so that we can meet your specific needs. Our services include:

• Strategic tax planning and compliance
  
  
• Family Limited Partnerships
  
  
• Assurance and SEC compliance
  
  
• Estate and gift tax planning
  
  
• Business valuation
  
  
• Strategies to enhance sale value of businesses
  
  
• Executive compensation
  
  
• Employee benefits planning
  
  
• Retirement planning
  
  
• Succession planning

When you value your family as well as your business, Goldstein Lewin should be your advisor of choice.