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Family-business advisers
Listed alphabetically
Rank
Company
Website
Twitter handle
Phone
Headquarters
Year established locally
Family-business services
1

Accounting Services of York LLC
www.asyork.net
@asofyork
717-757-5482
Springettsbury Twp.
1987
Payroll services; personal, and business tax preparation, IRS issue resolution, general accounting and bookkeeping, tax planning
2

Acuity Advisors and CPAs LLP1
www.AcuityCPAs.com
717-239-5180
800-854-5355
Lancaster
2006
Ownership and management succession, financial modeling, finance acquisition, contract controller, accounting and tax compliance
3

Ambassador Advisors LLC
www.ambassadoradvisors.com
717-560-8300
800-395-7660
Manheim Twp.
1990
Business succession and transition planning, philanthropy as a tool for business, pension and retirement plans consulting, employee benefits consulting
4

Baker Tilly US, LLP
www.bakertilly.com
@BakerTillyUS
717-740-4863
Chicago
1946
Tax planning, estate planning and wealth preservation, succession planning, accounting and administration, conflict resolution, strategic planning, wealth management
5

Barley Snyder LLP
www.barley.com
@BarleySnyder
717-299-5201
Lancaster
1946
Strategic planning, management and succession issues, commercial transactions, estate planning, governance, family councils, advisory boards, family policies, employment, M&A
6

Boyer & Ritter LLC
www.cpabr.com
@BoyerandRitter
717-761-7210
800-843-1120
E. Pennsboro Twp.
1926
Valuation services, succession planning, wealth planning, business advisory, mergers and acquisitions, tax, assurance, cost segregation, risk assessment, process improvement
7

Brown Schultz Sheridan & Fritz
www.bssf.com
@BSSFCPAs
717-761-7171
800-294-7360
E. Pennsboro Twp.
1990
Business valuations, strategic planning, succession planning, family governance, exit planning, accounting and auditing, estate planning, temporary controllers, HR consulting
8

Diamond6 Leadership & Strategy LLC
www.diamondsixleadership.com
@D6leadership
717-254-8431
S. Middleton Twp.
2010
Speaking seminars, experiential workshops, online learning
9

GH Family Business Consulting LLC
www.ghfamily.net
717-682-1484
East Lampeter Twp.
2016
Shareholder team building, family councils, family assemblies, family policies, succession, transitions, legacy preservation, next gen. education, family governance structures
10

Larry Rabold CPA
www.larryraboldcpa.com
717-866-7311
Myerstown
DNR
Accounting, tax and payroll services for a wide range of small business clients
11

Lynch Financial, LLC
www.lynchfinancial.us
717-898-6655
Rapho Twp.
2008
Accounting, monthly and year-end financials; business consulting, assistance with debt financing, projections, business valuation
12

New Level Advisors LLC
www.newleveladvisors.com
610-864-4755

Springettsbury Twp.
2006
Leadership coaching, strategic management, change management, advisory board creation, profitability improvement, sales process improvement
13

Nikolaus & Hohenadel LLP
www.n-hlaw.com
717-299-3726
Lancaster
1972
Succession planning; sales, purchases, divisions, mergers; conversion to employee-owned business; benefit corporations; employment contracts; divisions among family members
14

The Patton Group LLC
www.thepattongroup.biz
717-812-1982
York
1975
Employee benefits packages on a group platform as well as on an individual platform
15
; ; and
RKL LLP
www.rklcpa.com
@RKLcpa
717-394-5666
Manheim Twp.
1979
Succession planning, generational ownership transfers, business and indv. tax planning, home office, estate planning, outsourced financial management, leadership coaching
16
and
Simon Lever
www.simonlever.com
717-569-7081
Manheim Twp.
1951
Succession and estate planning, valuation, entrepreneur and startup, consulting, outsourcing, organizational development, business sales and use tax, trust and gift planning
17

Summit Advisory Inc.
SummitAdvisory.com
717-687-8271
717-687-8271
Manheim Twp.
1989
Helps business owners buy or sell a business or raise capital for growth, focused on businesses with $5 million-$100 million sales
18

TeamLMI
www.teamlmi.com
@teamlmi
717-303-3993
Harrisburg
2004
Succession and business continuation planning, strategic planning, leadership development, and recruiting
19

The Law Firm of May & May PC
www.mayandmay.com
717-612-0102
Hampden Twp.
1999
Legal
20

TRANSWORLD Business Advisors of Capital Region
www.tworld.com/capitalregion
717-909-1652
Lower Allen Twp.
2016
Business Brokerage Business Valuations Mergers & Acquisitions Business Financing Business Exit Plan Franchise Consulting Franchise Development
21

True Edge Performance Solutions LLC
www.trueedgellc.com
717-509-9177
Manheim Twp.
2000
Leadership succession planning, board consultation, family relationship management, organizational development, conflict management, executive and leadership coaching
22

WebFX
www.webfx.com
@webfx
717-609-0360
888-449-3239
Harrisburg
2006
SEO, paid search, social media, ecommerce, content marketing, website design, email marketing, marketing automation, lead gen, revenue optimization