Closely Held Businesses

Closely Held Businesses

Helping businesses and their owners achieve strategic and financial harmony.

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Positioned for Success

Positioned for Success

Running a successful company requires embracing challenges and change as well as the opportunities that accompany them. Your company must strike a balance between competing goals and drivers of success, spanning competitive strategy, financial performance, operations, regulation, risk, governance, innovation, sustainability, shareholder harmony, and owner interests.

Meanwhile, for owners, the challenges and opportunities that your business must navigate to grow and succeed closely impact your personal financial success. With deep professional and personal stakes in the company, the relationship you share with your business is complex. Accordingly, as an owner, your strategy for success must include aligning your goals for the business with your personal goals, ensuring they complement and support each other.


We have decades of experience with closely held businesses and can offer strategic guidance aimed at helping you grow and lead the company to success while cultivating business value that will stand the test of time. We provide you with customized support, including:

  • A coordinated, holistic perspective. Your company has diverse and wide-ranging plans and requirements that ultimately must work together, so we equip you with a cross-functional team of tax, assurance, advisory, and private client services professionals who will provide cohesive, integrated support.
  • Industry-focused expertise. You can count on our industry-specific experience to help you understand relevant issues, anticipate challenges, and evaluate options so you can make important decisions.
  • A life cycle approach to client service. Your business needs and goals will change over time. Regardless of whether you’re starting up or established, we’ll help you strengthen your current position and proactively prepare for challenges you’re likely to face in the coming years.
  • Personalized wealth guidance for owners and executives. Your personal wealth-building goals are intertwined with the success of your business, and our client service professionals understand this crucial relationship. Together, we create a thoughtful and thorough personal finance and wealth strategy to help you achieve your goals and live the life you envision.
  • An enduring relationship. We cultivate long-lasting relationships with businesses and their owners. However you plan to build your future or your company’s, we help you prepare for key milestones such as expansion, acquisitions, succession, ownership changes, or selling the business—as well as navigate the resulting landscape and opportunities.
  • Proactive collaboration. We’ll work with your attorney and other advisors to align your tax and financial strategies for a smooth process and effective results.

Who We Serve

Today, more than 5,000 closely held businesses look to Moss Adams for help positioning their company for success and responding appropriately to tax, regulatory, and marketplace changes. We work with:

  • Midsize to large corporations
  • Family enterprises
  • Private equity–backed companies
  • Owners, executives, key decision makers, and other stakeholders
  • All legal entity types, including S and C corporations, limited liability companies, joint ventures, and partnerships

Our closely held business clients span a wide range of industries—from manufacturing to agriculture, construction, and more—and have both US and international operations.

National Practice Leader

Dan Gaffney
E-mail | (425) 303-3195

Regional Contacts


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