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

Acuity Advisors and CPAs LLP
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
2

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
3

Baker Tilly Virchow Krause, 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
4

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
5

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
6

Diamond6 Leadership & Strategy LLC
www.diamondsixleadership.com
@D6leadership
717-254-8431
S. Middleton Twp.
2010
Speaking seminars, experiential workshops, online learning
7

GH Family Business Consulting LLC
www.ghfamily.net
717-293-4548
East Lampeter Twp.
2016
Shareholder team building, family councils, family assemblies, family policies, succession, transitions, legacy preservation, next gen. education, family governance structures
8
New Level Advisors LLC
www.newleveladvisors.com
610-864-4755

Springettsbury Twp.
2006
Leadership coaching, strategic management including strategic planning and execution, advisory board creation, profitability improvement, sales process improvement
9

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
10

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
11

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
12

Simon Lever LLC
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
13

Summit Advisory Inc.
www.summitadvisory.com
717-687-8271
866-413-8271
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
14

The Law Firm of May & May PC
www.mayandmay.com
717-612-0102
Hampden Twp.
1999
Legal
15

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 development
16

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