Closely Held Businesses

We See the Whole Picture

WilkinGuttenplan’s expertise and breadth of services offers entrepreneurs and the owners of closely-held businesses the opportunity to achieve a wide variety of benefits, including:

  • Increasing profitability
  • Minimizing taxes
  • Improving cash flow
  • Increasing financial flexibility
  • Enhancing operational efficiency
  • Maximizing business value
  • Leveraging the value of client relationships
  • Realizing operation savings
  • Achieving financial security

Seeing the Opportunities, Realizing the Results

Entrepreneurs have a myriad of business and financial needs. Our expertise and insight integrate the whole picture to address virtually all of a business owner’s needs. But it’s not just what we offer, it’s the approach we use to deliver outstanding value that has built lasting relationships.

We are able to do this successfully because we uniquely balance dual roles as entrepreneurs and professional advisors. This gives us a unique perspective; empathy for the challenges business owners face, as well as an appreciation for, and recognition of, opportunities to be explored and developed. We understand that many closely-held businesses don’t have a full or even part-time, Chief Financial Officer, which means our clients rely heavily on us to help them realize their business ambitions, while achieving their goals for personal financial security.

Specialized Expertise

  • Accounting Software & Systems: As certified trainers and installers of a number of leading accounting applications, we can provide you with the necessary tools and technology for effective bookkeeping, financial management, reporting and controls.
  • Bank Financing/Negotiations: We provide more than the required financial information. Through our network of relationships, we facilitate communication with the proper decision-makers to help clients secure the financing that keeps businesses thriving and growing.

Business & Financial Advisory Services

Our consulting practice offers a full range of value-added services:

  • Accounting outsourcing
  • Business and strategic planning
  • Feasibility studies, forecasting and projections
  • Human resource consulting/360° employee evaluations
  • Mergers and acquisitions
  • Performance evaluation systems
  • Risk management
  • Sale of business
  • Comprehensive tax/financial planning services

We offer so much more than simply tax return preparation! Our experts consider the people, personalities and circumstances involved in each situation before recommending a solution. We use this creativity in addressing virtually all of our client’s tax and planning needs, including:

  • Federal, state and international tax strategies/planning and compliance
  • Tax-favored business and transaction structuring
  • Business intangible asset valuation
  • Charitable giving
  • College funding
  • Estate/trust planning and compliance
  • Employee retention/phantom stock plans
  • Executive/employee compensation, benefit and retirement plans
  • Representation at tax examinations

Edward Guttenplan

Practice Leader

Client Testimonials

“We’ve been WilkinGuttenplan clients for many years. Their team always goes above and beyond in providing us with solid professional consulting and advice in our personal and business needs. We are fortunate to work with a team that has provided us with trusted advice to help us run a successful family business. It’s a great partnership that we treasure.”

Barbara CohenRC Fine Foods

“We’ve worked with an account part of WG since 1984. They are thorough, professional and give fantastic advice in both good and rough times. In thirty-four years you experience plenty of both. The staff are a pleasure to be around and fun to work with (not your stereotypical accountants). If you have a small to mid-size business WG has decades of expertise, if you want to grow massive WG has the expertise to guide you and to carry the ball when you arrive.”

Bruce McLaneCompusec, Inc. dba the McLane Group.

“We’ve been using WG for 6 years now. They have been an excellent business partner in helping us plan and optimize our financial and tax position in a period of growth. The team has excellent knowledge and are adept at applying that knowledge to our business. They are also a pleasure the deal with.”

Zucker’s Bagels & Smoked Fish

Our Closely Held Businesses team.