Family-Owned Enterprises
Preserving and growing a family business requires thoughtful planning, disciplined financial management, and infrastructure that supports both operating performance and long-term family objectives. Stable Rock works with family-owned enterprises to strengthen operations, improve visibility, and align financial strategy with multi-generational goals.
Core Services
TAX STRATEGY, COMPLIANCE, AND PLANNING
Develop and implement tax strategies that address operating entities, ownership structures, and family planning considerations while maintaining compliance.
OUTSOURCED ACCOUNTING
Streamline day-to-day financial operations, reporting, and close processes with scalable accounting solutions.
CFO AND CONTROLLER SUPPORT
Enhance financial leadership, oversight, and internal controls with experienced CFO and controller resources.
COMPREHENSIVE FP&A
Improve planning and performance through budgeting, forecasting, cash flow management, and KPI reporting.
FAMILY REPORTING
Provide clear, consolidated reporting tailored to family stakeholders, supporting transparency and informed decision-making.
HR AND PAYROLL
Manage core HR functions and payroll administration to support a stable and productive workforce.
INSURANCE ADVISORY SERVICES
Coordinate property and casualty insurance, health benefits, and related coverage to protect the business and its employees.
TECHNOLOGY AND CYBERSECURITY
Strengthen IT infrastructure and security with managed services and cybersecurity oversight aligned with operational needs.
M&A STRATEGY AND EXECUTION
Advise on acquisitions and dispositions, including transaction structuring, integration planning, and exit readiness.
DUE DILIGENCE SUPPORT
Deliver financial and operational diligence to evaluate opportunities, mitigate risk, and support transaction execution.