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

Allinial Global

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

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