Closely – Held Family Business

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"I was introduced to the remarkable accounting firm, Addeo, Polacco & Penta, LLC, 20 years ago to oversee my business. The attention and service to my needs and the needs of my shop has been extraordinary. Addeo, Polacco & Penta, LLC have always been consistent on making sure the quality of work they do for me is nothing but exceptional. The firm has been a very important component of what my shop is today, nothing but the best!"

PATRICK DEPAOLA
OWNER OF BENNETT'S GARAGE

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"For over 20 years AP & P has provided us with prompt, professional service for all our business and personal accounting needs."

RAY & SHELLY LYNNWORTH
OWNERS TOMS RIVER FITNESS & AQUATIC CENTER

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"As a family owned and operated assisted care and nursing facility, we are accustomed to having close, personal relationships with our staff and our advisors. AP & P is always readily available and committed to our business, providing the financial and business consulting that is essential to our operations."

JOSEPH CAPPADONA
BAYSIDE MANOR

Closely – Held/Family Business

All closely held and/or family businesses can be unique.

Addeo, Polacco & Penta, LLC has worked with family-owned businesses for generations.  We are constantly interacting with all members of a family to gain a feel for their philosophies, values, and concerns. There are many issues that must be addressed and discussed to have a successful and growing business. Our insight and experience can help you in the following areas:

  • Accounting and bookkeeping
  • Bank financing/negotiations
  • Business start up
  • Buy and sell agreements
  • Cash flow analysis
  • Entity selection
  • Estate planning
  • Partnership negotiations
  • Partner/employee compensation planning
  • Payroll tax preparation
  • Pension plan selection
  • Preparation of financial statements
  • Purchase and sale of businesses
  • Succession planning
  • Tax projections and preparation

Please allow APA to help you with all of your accounting needs.