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Family Business Services

Family business is a major economic force in America today. According to the SBA, the 24 million family businesses account for 89% of business tax returns, and employ more than 82 million people (or 62% of the workforce). These closely held family-owned businesses have unique concerns and accounting requirements. The finances of the business and the family are often highly entwined. Often, the business represents a large share of the family's wealth and future security. Business loans are secured by personal assets. Cash flow has a major impact on the family's lifestyle. Due to these factors, it is especially important that family businesses have a relationship with an accounting and financial management firm they trust and feel comfortable working with - a firm that is compatible with the requirements and character of both the family members and the business.

Our Business Family Business Experience

In our 60+ years, Dermody, Burke & Brown (DB&B) has come to understand the particular dynamics of the family-owned business. We take the time to build consensus among the stakeholders. We assign each client a dedicated team, so that we can come to truly know their family members, operations, and business and personal goals. Our objective is to build a lasting, trusting relationship so our clients feel comfortable asking us any question or turning to us with any financial or non-financial challenge.

DB&B assists our clients throughout the entire business life cycle - from formation and choice of an appropriate entity, through expansions and acquisitions, to succession planning and planning for transitions and sales. Should an unusual issue arise, DB&B's affiliation with Allinial Global allows our team to tap into the wealth of family business experience of other top tax practices.

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Our Finance Services Include:

Sales & Mergers
Budget & Modeling
Acquisitions
  • Negotiations
  • Valuation
  • Financing
  • Legal & tax issues
  •  Management structure
  • Operational issues
Capital requirements
  • Start-up costs
  • Working capital
  • Capital improvements
  • Expansion
  • Debt or equity decisions

Our Planning Services Include:

Business Plans
Feasibility Studies
  • Industry studies
  • Marketing plans
  • Strategic planning
  • Target markets
Succession Planning
  • Retirement
  • No successor apparent
  • Successor development
  • Family conflict resolution
Business Valuations
  • Mergers/acquisitions
  • Estate & gift tax compliance
  • Divorce proceedings
  • Shareholder disputes
  • Buy/sell agreements
Outsourced CFO Services
  • Accounting system set-up
  • Analysis of internal reporting
  • Cash management
  • Training
Management
  • Process improvement
  • Benchmarking
  • Facilitation services
  • Development of performance metrics
  • Risk management
  • Growth planning
Eployee Lising
Amie Vanderpool, CPA
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AEV Partner

Amie Vanderpool, CPA

Amie E. Vanderpool brings over 15 years of experience in public accounting, specializing in accounting and taxation.  Her areas of practice include family-owned businesses, physician practices, professional services, and manufacturing.   Amie earned a Bachelor of Science degree in Accounting from LeMoyne College. 

In addition to her professional experience, Amie is an active member of the Syracuse Chapter of the New York State Society of Certified Public Accountants. She serves as the co-chair of the Syracuse Career Opportunities in the Accounting Profession program, which seeks to encourage high school students to pursue accounting careers.  She is also a member of the New York State Society of Certified Public Accountants and the American Institute of Certified Public Accountants. 

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