Owner Managed Businesses

What Our Clients Are Saying

PBMares helps me make wise business decisions and I am more confidant because of that. This is crucial to staying in business. They have consistently had a vision for our business which has helped keep me grounded. Together we discuss plans for the future and they help me keep track of where we're at and where we're going.

Julius C. (Jay) Pierce, Jr.
Pierce's Pitt Bar-B-Que, Inc.

PBMares > Services > Owner Managed Businesses

Owner Managed Businesses

The Mid-Atlantic Is All About Family Business and So Are We.
Communities in the Mid-Atlantic have very diverse and vibrant economies. With an abundance of smaller, closely-held companies, many of these are owner managed businesses. PBMares has been the trusted business advisor for many of these businesses for over twenty years. Our team understands that running any business is a challenge, especially with the added complexity of being family owned.

Owner Managed Business Have Unique Needs.
These business people are constantly changing roles between owner and manager. It is our firm’s work in helping clients identify these positions, the roles they play and the issues they create within their business that differentiates us from our competitors. Family owned businesses simply have issues not found in other types of companies.

Our Goal Is To Make Each Owner Managed Business Successful.
However, the measure of success can vary widely. To some it will be the transition of management from one generation to the next. To others, it will be the sale of their business to begin retirement. Yet another may want to establish a company to give their family members a place to work and carry on a family name or tradition.

Put Our Team To Work For You.
It takes an experienced team to advise these types of businesses and truly help them become successful. PBMares stands ready to guide you in developing a winning strategy for your company. For more information on owner managed business services, contact your local PBMares office.


  • Organization Design
  • Compensation
  • Business Systems
  • Succession Planning


  • Buy / Sell Agreements
  • Exit Strategies
  • Business Valuations
  • Succession Planning
  • Outside Directors Plan


  • Family Meetings
  • Estate Planning
  • Wealth Management
  • Family Education


  • Tax Planning and Preparation
  • Audits/Reviews/Compilations
  • Business Services