Closely-held and family-owned businesses are found in nearly every industry in our market, and they've been a significant part of JPS since inception of the firm. We're committed to learning, sharing information and resources about the best practices for these clients, looking to bring industry expertise and the foundational service platform of tax planning and preparation, assurance services and technology services. We are also a sponsor of UNC Asheville's Family Business Forum, which presents programs and activities that are designed to enhance the viability of closely held businesses in Western North Carolina.

Services we offer that are significant to family businesses include:

• Assurance services, including compilations, reviews and audits of financial statements
• Technology services, including systems evaluation and development
• Succession planning
• Buy-sell agreements
• Business consulting services
• Estate planning
• Personal financial planning
• Family wealth planning
• Business valuation
• Mergers and acquisitions
• Compensation plans, including deferred compensation plans
• Entity structure
• Facilitation of family meetings
• Successor mentoring

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