Family-Owned Business Enterprises

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Protect what you’ve built. Plan for what’s next.
You’ve built something meaningful—now it’s about sustaining growth, navigating complexity, and planning for the next generation.
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A Unique Kind of Business

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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.

Learn More about Family Enterprise USA

We understand your challenges

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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

Let’s talk about how to structure your business for long-term success.

Our Solutions

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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

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We work with established family-owned businesses, typically $10M+ in revenue, across a range of industries, including:

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Manufacturing & Distribution

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Construction & Real Estate Development

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Automotive & Dealership Groups

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Retail & Consumer Products

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Food & Beverage Businesses

Bringing clarity to both the business and the family

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 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

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From tax strategy to succession planning, we help family-owned businesses navigate complexity and plan for what’s next.

5-Ways-Outsourced-Accounting-Grows-Your-Business

Planning for succession and long-term growth?

Download our guide or speak with our team.

Meet Your Team

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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

Michael Agresti, MST, CPA

Partner

Maria Arriola, CPA

Maria Arriola, CPA

Principal

Jeff Boxx, MBA, CPA

Jeff Boxx, MBA, CPA

Partner

Wesley Shin, CPA

Wesley Shin, CPA

Manager