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802.524.9531 / 800.499.9531
Father Daughter Bakery business

Closely Held Businesses

Closely Held Businesses are the life blood of KBS. KBS works with owners on tax planning, estate planning, financing, lease vs buy decisions and a myriad of other services designed to help clients get the most out of their company. When the time is right, we help owners transition their business to other family members, and if that’s not an option, sell to outsiders.  We are there every step of the way treating your company like it was our own.