Dugan & Lopatka has been specializing in serving the unique needs of family businesses.

Profile

Operating a family business is a unique challenge, intertwined with the needs of the business and the needs of the family members.  As your client's business advisors, Dugan & Lopatka can help them sort through complex business and relationship issues.  We can bring them new ideas that have been successful in our other family-owned business clients and serve as a neutral party to ensure successful implementation of those or other ideas.

Common Problems

• How do they bring their children into the business and avert conflict?

• How do they compensate family and nonfamily employees?

• How do they value their business?

• How do they ensure their retirement after they leave their business?

• How best can they manage their estate?

• How do they transfer ownership but retain control?

Family-Owned Business Services

• Leadership Succession and Business Continuation Planning
• Business Sale, Merger and Acquisition Planning

In addition to these special family-owned business services, please check out our other business services. 

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Copyright © 2003 Dugan & Lopatka, CPAs, PC
Last modified: February 5, 2003