Closely Held Businesses & Owners

Helping business owners stay ahead of change.

Brad Sprong

Brad Sprong

Tax Leader, Closely Held Businesses & Owners, KPMG (US)

+1 816- 802-5270

Continuing support for you and your business

Privately held businesses and their owners have unique challenges. How can you possibly stay ahead of a constantly evolving tax landscape and feel confident you are making the right financial decisions for yourself and your family while continuing to grow your business for future generations?

KPMG LLP’s Closely Held Business & Owners Network, a national network of professionals dedicated to helping private companies and their owners understand emerging tax changes at the business and individual levels. They can help you achieve your business and family's financial goals for now and for future generations.

Who we serve and how we help

We work with closely held businesses, their owners and their families, and their senior executives to provide integrated tax advice, planning and compliance services. Take a closer look at where our skills, knowledge and informed perspectives can add value:

  • Business Tax Advice and Planning
  • Individual Tax Advice and Planning
  • Estate and Gift Tax Advice and Planning
  • Trust and Estate Administration Tax Advice and Planning
  • Compensation and Benefits and Employee Stock Ownership Plans

Family business dynamics

Tax considerations

There are many facets of tax that can potentially affect the creation, growth, and prosperity of a family business. KPMG offers sophisticated, coordinated, and proactive services to family owned companies, their owners, senior executives, and families throughout each stage of the business life cycle. This includes assistance in growing or selling the business, succession planning, asset transfers, wealth preservation, and charitable giving. Our tax professionals have the wisdom and practical experience to steer family businesses around obstacles and help them quickly and agilely seize upon opportunities as they arise.

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How does each slice of the pie relate to your family business? Click here to find out.

 

Tax insights for privately held companies and family businesses

Transforming your privately held business

Discover how our CHBO Network can help steer privately held business owners and executives around obstacles and act upon opportunities as they arise.

Exiting the Business: What Are the Tax Implications?

Read a chapter written by KPMG's Brian Hughes and Andrew Cherry from "The Entrepreneur's Roadmap," a book published by the New York Stock Exchange.

Private Markets Group

Helping private companies drive growth through each stage of the business life cycle.

Trust Tax Services

Guidance in managing your client's estate and trust taxes.

KPMG's individual tax services may only be provided to owners and senior executives of private business clients of the firm or in connection with global mobility services or bank trust outsourcing services.