Privately Held Businesses

Closely Held, Family Owned — That’s Our Focus

Most of Gilliam Bell Moser’s for-profit clients are privately held businesses, and a large percentage of them are family owned. We work with local and regional companies as well as U.S. subsidiaries of foreign-owned businesses. Given our location in the North Carolina Triad, we serve many manufacturing companies and other businesses built on the industrial legacy of our region.

We take great pleasure in helping these closely held businesses throughout their entire lifecycle, from start-up through sale or succession. In addition to our traditional accounting, assurance and tax services, we provide general business advisory services based on our years of experience with similar companies.

Because we spend time getting to know the nature of each client’s business and the owner’s visions and goals, our advice is always practical and targeted. In addition, we understand the complicated dynamics, succession issues and challenges that come when working with family members.

We focus on the most tax effective, cost-effective solutions that contribute to the long-term success of each client company.