Posted in: Closely Held Businesses Services


Trends in manufacturing

Future Trends in Manufacturing

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October 19, 2021 With M&A activity in the manufacturing sector at a historic high in the first half of 2021, it’s important to look at some of the current and future worldwide trends in this industry that are driving activity and growth…
Tax and Financial PLanning for the Closely Held Family Business

Walter | Haverfield Tax Partner Updates Tax Book for Family Businesses

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First published in 1999, an updated and re-published version of “Tax and Financial Planning for the Closely Held Family Business” is now available for preorder. Gary Zwick, a partner and CPA with Walter | Haverfield’s Tax and Wealth…
Tax and Financial PLanning for the Closely Held Family Business

Tail-end funds can damage a portfolio

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In an article in Crain's Cleveland Business, published on April 22, 2017 and titled, "Tail-end funds can damage a portfolio," T. Ted Motheral provided advice to investors on how to handle tail-end funds, in order to reduce the negative impacts…
Tax and Financial PLanning for the Closely Held Family Business

Company Succession Planning 101: Address basic questions before selling closely held business

As seen in Crain’s Cleveland Business on January 14, 2017. Closely held business owners know they someday need a succession plan, but most are focused on day-to-day operations and delay addressing the transition process. Company and family…