Who We Serve

Family-owned Business

Family-owned businesses are the backbone of America’s economy – accounting for 62 percent of the country’s employment and 78 percent of all new job creation. But, the challenges can be tough to navigate. 30 percent of family-owned business make it to the second generation, 13 percent to the third generation and only 3 percent to the fourth generation and beyond.

In the 45 years that Herbein + Company, Inc. has been in business, we’ve been helping family-owned businesses succeed. Some have been with us since our start in 1972 and we have many clients who are being run successfully by members of the 4th generation.

Specific services we provide:

  • Business Valuation
  • Business Succession/Exit Planning
  • Estate and Retirement Planning
  • Tax Planning and Preparation
  • Mergers and Acquisitions
  • Compensation Plans and Incentive Programs
  • Benchmarking Analysis
  • Assisting Underperforming Companies
  • Preparing Budgets and Forecasts
  • IRS Representation
For more information about how a partnership with Herbein will work for your family-owned business, we invite you to call or contact us for a free consultation.