Closely Held Advisors

Closely Held Advisors provides guidance to closely held business owners, addressing challenges and opportunities that arise throughout the business lifecycle. We work with businesses of varied sizes, from a single owner to those with complex multi-owner governance structures. We offer entrepreneurs informed, experienced support for their businesses with more than 30 years of experience in counseling and litigation under the direction of closely held business attorney Jay R. McDaniel. From emerging enterprises early in the learning curve to established companies preparing for ownership transitions, our approach is rooted in a comprehensive strategy and dedication to what we view as the principle focus of a successful closely held business: protecting and enhancing business value. Our experience, gained through decades of litigation and counseling, spans ownership structures, governance, risk management, business valuation, exit planning, and dispute resolution.