Brown Plus has a client base largely made up of family-owned and closely held businesses. Throughout the years, our Firm has witnessed the complexities of combining close partnerships and family dynamics within a business. We are aware of how working together in the business affects not only the family and partnerships, but also key decisions for the business. Our professionals strive to provide the best quality of advisory services for family-owned businesses to help them navigate the unique challenges they face. Brown Plus offers a wide range of services and benefits that can significantly contribute to the success and longevity of our family-owned business clients.

What Advisory Services Do We Provide Family-Owned Businesses?

Brown Plus aims to become your trusted business advisor by bringing value to the table through our knowledge of the best practices of family-owned businesses. We are here to help navigate complicated issues and foster effective communication among family members. Our experienced professionals provide the following services:

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What Are The Benefits of Advisory Services for Family-Owned Businesses?

Over the past 30 plus years of working with family-owned businesses, Brown Plus has developed the experience and expertise required to help companies with a wide range of services. Our professionals provide tailored guidance that is specific to the dynamics and challenges faced by our family-owned business clients. We differentiate ourselves through the resources and breadth of services that we bring to our clients. Our advisory services are geared towards helping family-owned businesses resolve common issues that we find in companies working with close relationships. We advise family-owned businesses on issues including, but not limited to:

  • Succession Planning
  • Governance in Family-Owned Businesses
  • How to Transfer Ownership of the Business
  • How to Value Your Business
  • Ownership and Structure of a Family-Owned Business
  • Employee Retention
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Why Choose Brown Plus?

Our goal is to discover new resources and value-added services that we can provide to our family-owned business clients. Brown Plus has team members who are Certified Exit Planning Advisors (CEPAs), specializing in transition strategies for family-owned businesses. Our professionals make sure to stay informed on the latest trends and educational opportunities from the Exit Planning Institute.

By working with our team, we will help you with innovative solutions to improve governance, succession planning and overall operational efficiency. Ultimately, we want to enable family-owned businesses to preserve their legacy, enhance their competitive advantage and create a strong foundation for future generations to thrive. Our Firm has helped numerous family-owned clients through our advisory services, and we are eager to assist and guide your family-owned business through any challenges that may arise.

For more information on how our advisory services can help your family-owned business, contact Brown Plus today!

Our Locations

Brown Plus provides services nationwide with a concentration of clients in the Mid-Atlantic region. Our offices are located throughout Pennsylvania and Maryland.