FAMILY-OWNED BUSINESS ENTERPRISES
A Unique Kind of Business
Family-owned businesses are built differently. They carry legacy, long-term vision, and a deep personal investment that extends beyond financial performance.
But with that comes added complexity—balancing family dynamics with business decisions, planning for future leadership, and structuring the business to support both growth and continuity.
At LSL, we work with family-owned enterprises to bring structure, clarity, and forward-looking strategy to both the business and the family behind it.

LSL is a proud sponsor/partner of Family Enterprise USA.
As a proud sponsor of Family Enterprise USA, LSL is committed to supporting the long-term success of family-owned businesses through education, advocacy, and practical business guidance. Together, we help family business owners navigate today’s challenges while preparing for future generations.
We understand your challenges
Family-owned businesses face a distinct set of challenges that go beyond traditional accounting and tax matters:
People & Culture
- Succession planning and leadership transition
- Balancing family relationships with business decisions
- Compensation planning for family and non-family members
- Attracting and retaining key non-family talent
Strategy & Finance
- Ownership structure and governance clarity
- Managing growth while maintaining control
- Multi-entity and multi-generational tax complexity
- Risk management and long-term financial stability
Planning for the next generation starts now
Our Solutions
We act as a strategic partner to family-owned businesses—supporting both the operational side of the business and the long-term goals of the family.
Compliance
Getting the fundamentals right is critical.
We handle tax planning and preparation across all entities—business and personal—while ensuring compliance with federal, state, and multi-state regulations. Our team works proactively throughout the year so there are no surprises.
Aligning the business structure with your long-term goals.
We help design ownership structures, compensation models, and tax strategies that support both growth and family objectives. This includes entity structuring, income allocation, and planning for generational transitions.
Structure & Planning
Guidance & Strategy
Clear direction for complex decisions.
Whether you’re preparing for succession, evaluating a sale, bringing in outside leadership, or expanding into new markets, we provide ongoing advisory support to help you make informed decisions with confidence.
Strong financial infrastructure to support growth.
From outsourced accounting to CFO-level advisory, we help you build systems for forecasting, budgeting, and cash flow management—so you have visibility into where the business is today and where it’s going.
Financial Operations Support
Who We Work With
We work with established family-owned businesses, typically $10M+ in revenue, across a range of industries, including:
Bringing clarity to both the business and the family
Family-owned businesses often operate with overlapping priorities—financial, operational, and personal. Our role is to bring structure and clarity to each area so decisions can be made strategically, not reactively.
We help you move from day-to-day management to long-term planning—without losing sight of what matters most.
Keep your business—and your legacy—moving forward
From tax strategy to succession planning, we help family-owned businesses navigate complexity and plan for what’s next.

Planning for succession and long-term growth?
Meet Your Team
We’re professional service providers too, so we’ve walked in your shoes. We understand wearing the hats of providing a service while running your business. LSL’s professional services group was formed over 25 years ago to provide the industry-specific services you require to maintain a profitable business.
Michael Agresti, MST, CPA
Partner
Maria Arriola, CPA
Principal
Jeff Boxx, MBA, CPA
Partner
Wesley Shin, CPA
Manager

