Family owned and closely held businesses are the backbone of our economy. These business owners face unique challenges that require specialized support from a team of experienced professionals.

From small start-ups to larger, established enterprises, Thorn Lewis + Duncan’s record of success in serving a wide range of closely held companies is extensive. We offer a variety of services to fully accommodate every need, while consistently delivering the highly personalized level of attention you demand.

Our Family and Closely Held Business services are as follows:

Start-up Consulting/Entity Planning
Income Tax Planning/Return Preparation/Representation
Audits/Reviews/Compilations
Accounting
Estate Planning
Profitability Consulting
Information Systems Consulting
Internal Control Systems Consulting
Budgeting
Strategic & General Business Planning
Succession/Exit Strategy Consulting
Merger/Acquisition & Expansion Financing
Buy-Sell Agreements & Business Valuation

Your Thorn Lewis + Duncan Family and Closely Held Business Contacts:

Bill Thorn
Bill Duncan
Bob Lewis
Don Schrodi

937-223-7272

Serving the Southern Ohio region, including Dayton, Springboro, Xenia, Springfield, Troy, Middletown, Columbus and Cincinnati

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Southern Ohio Certified Public Accountants, Tax Service, Business Advisor Family and Closely Held Businesses

Southern Ohio Certified Public Accountants, Tax Service, Business Advisor

Family and Closely Held Businesses