Accounting | Tax | Consulting | Advisory

Focused Services

Successfully maintaining wealth across generations requires advisors with extensive expertise to provide effective solutions for those challenges. Keiter has two decades worth of experience serving many multi-generational wealth families in Virginia. Keiter’s Family, Executive, and Entrepreneurial Advisory Services group is experienced in all aspects of income, gift and estate taxation; trust tax compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.

Audit

Our leading-edge technology, coupled with our knowledge and industry-specific experience, allows us to perform your assurance services with unparalleled efficiency.

Our assurance engagements are successful because we pay close attention to the planning phase. We ask questions and present solutions that bring results clients appreciate.

Our professional goal and obligation is to provide assurance that your financial statements are accurate and reliable. We know you can find significant value when we simultaneously leverage your financial information along with our experience—applying both to assist you in maintaining an efficient, competitive, and profitable organization.

Business Valuations

If you are the owner of a closely held business, you may have been confronted with the need to value your ownership interest for purposes such as estate planning, financing, buy/sell agreements, acquisitions, or divorce.

Our Valuation team is experienced in performing valuations for a wide variety of clients. Our focus is on closely held businesses and professional firms ranging from small to middle market with local, regional, national, and international operations; however, we have also performed projects for billion dollar private and public companies.

Transaction Advisory

Successful mergers, acquisitions, and divestitures take vision and planning. Before starting a transaction, it is important to know your options.

Keiter guides privately-held businesses in analyzing and coordinating all aspects of the transaction so that the results are most favorable. By working with clients at an early stage, we are able to understand their business and help identify specific needs. We help seller’s maximize the business’ value and assist acquirer’s ensure the acquisition is a good fit for their organization and the owner’s goals.

Maintaining the structure of a transition so that it is tax efficient is one of our top priorities. Our approach minimizes net cash outflows for a purchaser and maximizes net cash received by a seller after taxes.