Guiding you through every stage of growth.
Every family business begins with a dream. It starts with someone’s vision, tenacity, and the hope that future generations will have something solid and meaningful to stand on. Over time, that dream becomes more than just a business. It becomes a source of pride and identity, a shared purpose that brings your family together.
As your business expands, so do the questions and moving parts that come with it. Keeping a family enterprise strong and steady takes time, intention, and support you can trust. At De Boer, Baumann & Company, we understand the weight of that responsibility. We take the time to listen, to understand what matters most to your family, and to offer clear, thoughtful guidance that helps you protect what you’ve built and pass it forward with confidence. Your legacy deserves nothing less.
The specialists at De Boer, Baumann & Company understand the dynamics that shape family-owned organizations of every size. We take the time to learn how your family operates, what each member values, and the long-term goals guiding your work. With that understanding, we provide services tailored to help your business operate smoothly today while preparing for a stronger tomorrow.
De Boer, Baumann & Company’s family business services include:
- Ownership Structure and Governance Support
- Succession Planning & Next-Generation Readiness
- Client Accounting & Advisory Services (CAAS)
- Tax Return Preparation
- Tax Planning
- Internal Control Analysis
- Advisory Services
- Risk Assessment and Management