Closely Held Businesses

Knowledge for Closely Held Businesses

Financial statement preparation is only part of the equation. There is also the value of your employees and customer base, your processes and intellectual property. All of these elements are considered whether you are headhunting a new CEO or planning to sell your business.

Your business may be years from changing ownership, but Rudler, PSC supports best practices for closely held businesses that preserve business value throughout its life cycle. We consider your entity structures, accounting management and even the risks associated with health and retirement benefits. As we support day-to-day operations, rest assured that Rudler has your succession or exit plan in mind.

In fact, Rudler has been so integral to guiding closely held businesses that we can actively support M&A negotiations. Later, we have been retained to serve the newly merged company or the parent company. Clients have also stayed with our firm following relocation to other states.

With the power of BKR International, Rudler, PSC also gives you access to a global association of resources to save time and money on projects such as inventory audits, international tax treaty expertise or expansion.

“With Rudler, we’ve taken our business from one city to being in three more cities now.”

—Owner, Courier Service

Consider the services of Rudler, PSC and its experienced team for your closely held business. For more information, visit our Business Valuation Services page.


  • 1031 exchanges
  • corporate and individual tax
  • R&D and tax credits/treaties
  • tax planning and estimating
  • entity structures
  • multi-state tax issues

Accounting and Assurance

  • audits, reviews, compilations
  • employee benefit audits
  • M&A preparation/feasibility
  • Certified QuickBooks® consulting
  • outsourced back office accounting

Business Advisory

  • strategic planning
  • valuations
  • cash flow management
  • product line analysis
  • process improvement
  • captive insurance
  • succession planning



Chris Guidugli, CPA


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