Family Business


Emotional thinking. Compensation issues. Lack of a defined strategy. Limited talent. These problems can plague any business. Most owners can leave them behind when they end the day's work.

Family-owned businesses are different. The dynamics that drive them are unique. RBF has long counseled generational businesses with insight and objectivity, assuring continued growth and success.


RBF Assists Family Businesses by:

  • Undertaking corporate income tax, pension and benefit planning
  • Developing tax strategies with owners’ attorneys, financial advisors
  • Conducting valuations of assets for family succession plans
  • Providing succession and estate planning to maintain business continuity
  • Identifying optimal tax benefit scenarios for charitable donations
  • Advising on ESOP and other employee compensation strategies
  • Providing crisis management, conflict resolution advice as needed

Talk to a Partner

Paul Bardaro, CPA, ABV:

Bill Rucci, CPA, MST, CGMA:

Helpful Links

Setting up a phantom stock plan
How companies can keep employees happy while maintaining control. More…

Couples working together: Bane or Blessing? More...

Handing over the family business?
Planning is the key. More...

RBF is a member of the Family Firm Institute:



For the details, download our Family Business One Sheet.