Family Business

Davis & Hodgdon Associates offers services geared specifically to family businesses. Unlike other companies, family businesses face the task of attempting to increase profit while balancing complex interpersonal family relationships. We understand these unique requirements and have years of experience collaborating with family businesses to reach their financial goals.

We provide the following services:

  • Business planning to prepare your business for transition
  • Succession planning
  • Estate planning
  • Business Valuations and structures
  • Mergers & Acquisitions
  • Family governance
    • A well-established, clear family governance structure is an essential part of every family-owned business. Solid governance will achieve discipline among family members, prevent conflict and ensure the continuity of the business.
  • Development of a Family Constitution
  • Family Council Meetings
  • Periodic assemblies of the entire family
  • Establishing an independent board


Balancing Business and Family Demands
Family Business Meetings
The Family Business and Estate Planning: Practical and Emotional Considerations
The Family Business: Prepare for a Difficult Meeting
The Family Business: Encouraging Children to Join

5 Steps To Create A Viable Succession Plan For Your Family Business

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