Privately Held Businesses

Whether starting up or scaling down, Wagner, Kaplan, Duys, & Wood professionals partner with entrepreneurs to ensure lucrative and long-lasting companies. Our team helps emerging, developing, and established companies strategize, pursue, and achieve their goals. We work with owner entrepreneurs in all stages of the business from start to growth to an exit to a third part or to the next generation in your family.

As collaborators and trustworthy advocates, we provide services beyond traditional tax and accounting. Whether cash flow projections, budgets, outsourced accounting or succession planning, our clients' needs are met with the most appropriate solutions.