Developing a strategy for success.

Family-Owned Businesses

We take pride in helping our small and mid-size business clients with defining and achieving their personal and professional growth goals every day. Whether it be business, retirement, or personal needs, we offer a variety of services to help you identify and alleviate the challenges of running your business. Our services to family-owned businesses, as well as high net worth individuals, are focused on minimizing the income tax cost of implementing financial strategies and maximizing the transfer of wealth to future generations through estate, gift and trust tax planning.

Some of the services we provide to our Family-Owned Businesses include:

  • Audits, Reviews and Compilations
  • Tax Planning and Compliance
  • Financial Statement Preparation
  • Gift and Trust Tax Planning
  • Income and Estate Tax Strategies
  • Entity Formation and Structure Assistance
  • Succession Planning
  • Outsourced Accounting
  • Internal Control Evaluation and Review
Edward A. Golden

Edward A. Golden

Partner

Brian Schepperley

Brian Schepperley

Partner

Ashley Bolick

Ashley Bolick

Senior Manager

Amanda Luke

Amanda Luke

Manager

FAMILY OWNED BUSINSESS NEWS & INSIGHTS

Received SVOG Funds? Here’s How to Ensure Single Audit Readiness

Received SVOG Funds? Here’s How to Ensure Single Audit Readiness

Aug 16, 2022

Hard-hit small businesses received more than $16 billion in COVID-19 relief through the Small Business Administration’s (SBA) Shuttered Venue Operators Grant (SVOG) program. While this funding provided a lifeline during challenging times, recipients that spent at least $750,000 from this federal grant program in a fiscal year are left to navigate a complex – and likely unfamiliar – requirement: the Single Audit.

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In addition to a great work environment, I enjoy the many perks the firm has to offer as well. From the Dress for Your Day policy, which allows staff more flexibility in their attire (jeans!) on days when professional dress is not required, to the firm’s Half Day Friday policy from Memorial Day through Labor Day! For me, more comfortable workdays and having additional time to spend with family and friends or get a head start on my weekend during the summer months are just some of the ways that Williams Overman Pierce helps provide me with work life balance.

Ryan Hill, Manager

One of the benefits I enjoy the most here at Williams Overman Pierce is the work life balance that unlimited PTO provides. Since there are increased work hours during busy season, having unlimited PTO gives me the flexibility to create my own schedule during the less busy time of the year to rest and recharge without being confined to a few set weeks of time off during the year.

Lindsay Morris, Supervisor

Something that sets Williams Overman Pierce apart from other firms are the endless opportunities for career and individual development. Our firm hosts training workshops to work on our technical skills and has a mentorship program to assist with our soft skills and development as individuals. Since I joined WOP, I have consistently felt encouraged and supported by both firm leadership and my coworkers, which is something that I truly value as an employee!

Jessica Vetter, Manager

I enjoy working at Williams Overman Pierce for many reasons, but one of my favorite things about working here is the open door culture. I am not just a number and my contributions matter. I am always impressed by the firm’s leadership team for their willingness to listen to employees (from all levels) about their aspirations, visions for the firm and improvements that could be made to the firm and/or our processes to continue to make Williams Overman Pierce a great place to work.

Thomas Fiedler, Manager