Family & Independent Business Accounting & Advisory

Helping our clients navigate the tough choices unique to family businesses.

Trusted Advisors

Family and independent businesses face unique challenges. You not only have to achieve operating efficiency and profitability, address capital funding and cash-flow management, strategically stay competitive, grow and increase your businesses value, you also have to manage the complexities of operating in a climate in which business and family concerns can become intertwined.

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Family & Independent Business Accounting Services

The accountant you work with must understand this dynamic and provide you with the tools, resources and advice you need to help you navigate your unique circumstances, achieve your fiscal goals and plan for succession.

MBK provides family and independent businesses in the Pioneer Valley and beyond with targeted accounting, tax and advisory services. As an independent business with family business roots, we are well positioned to help your company grow, thrive and transition.

Strategic planning

Transition planning

Compensation planning

Operational reviews

Performance measurement

Governance policies

Merger, acquisition & joint venture consulting

Job descriptions, agreements and performance reviews

Governance policies

Estate planning

Income and gift tax planning

Charitable planning