Accounting, Tax and Advisory Services
for Privately-Owned Businesses

Our dedicated private company team provides the accounting, tax and business advisory services that are essential to an entrepreneur's success. We work hard to understand your business needs and help you manage risk, meet reporting obligations and plan strategically for growth.

en·tre·pre·neur

/ˌäntrəprəˈnər/

a person who organizes and operates a business or businesses, 
taking on greater than normal financial risks in order to do so.

Entrepreneurial spirit is characterized by innovation and risk taking. 

Avisar's private company team is committed to developing solid relationships with our clients to ensure that their individual and company needs are understood and met. Our clients are guaranteed the time and individual attention that is key to achieving smart business solutions and solid financial results. From compliance to customized consulting, we provide the full spectrum of services required for entrepreneurs and privately-owned companies to manage risk, minimize tax, and strategically plan for continued growth and success. In addition to typical accounting and tax work, we also provide the services outlined below. 

Strategic Advice and Tax Planning

Whether you are a ready-to-risk-it-all entrepreneur or an established business owner, you may have questions outside your specific area of expertise. We encourage you to take advantage of our depth of knowledge and years of experience to advise on matters that pertain to relocating your business, expanding operations into the U.S., making your business more profitable, obtaining financing, reorganizing your business structure, selling your business, income-splitting between family members, or reducing your total income tax payable from year to year. 

Avisar's team of professionals is well equipped to answer your questions and assist you in achieving your version of success.

Corporate Reorganization

Is your corporate structure optimally designed to take advantage of current tax legislation?

We evaluate and determine if adding or eliminating a holding company or family trust, changing the share structure or ownership of your company, or initiating an estate freeze, is the right solution for your long-term goals. With skilled professionals guiding our clients through the process from start to finish, Avisar ensures that you receive superior service and quality results.

Business Succession Planning

In addition to understanding the corporate structure of your business and providing sound tax planning and advice, transferring a business to your successor requires a 'beyond the numbers' approach. This is particularly important in the transfer of family businesses to the next generation. Clear communication and an understanding of your personal and business values, expectations and work-place dynamics are key to creating an effective succession plan. Avisar's multi-disciplinary team of professionals understands the importance of managing both the technical and personal aspects of succession planning to facilitate peace of mind during the transition.