Family Owned, Closely-Held

Did you know over 90% of all businesses in the U.S. are closely held and most of those are family businesses? If you are in this category, it means you are a major player in the economic engine of this country. Pugh Wealth Management, LLC recognizes the important role your business plays in the overall economic health of our community.

What are your future plans? Are you looking to transition ownership? Do you have a clear understanding of the current value of your business? Do you need capital for expansion? Do you need help putting a strategy together to meet your goals? We can help!

We, along with the assistance of Pugh CPAs, can help identify risk areas that may impact your business and together we’ll map out a plan to help you achieve success.

Why Us?

– We have years of experience helping business owners navigate tough decisions.

– Our tax planning team has a wide range of experience for you to leverage.

– Our in-house business valuation expert can give you an accurate view of your companies worth.

Your Future, Your Plan, Your Legacy