Family businesses are different.
I know that not just because we advise them, but because we are one.
Cunningham & Associates was founded by my father, Jeff Cunningham, more than 30 years ago. What he built became more than a firm. It became a family business grounded in relationships, responsibility, and the belief that good advice can change the future of a business, and the family behind it.
When you own a family business, your decisions are never just about revenue, tax strategy, or operations. They affect your family, your future, and the legacy you are working hard to build. You are balancing today’s business demands with long-term family goals. You are pursuing growth while protecting what matters most.
A family business is never just an asset. It is years of sacrifice, commitment, and belief. It is something deeply personal. And helping owners protect, strengthen, and eventually transition what they have built is a responsibility we take seriously.
Our goal has always been to be more than a service provider. We strive to be a trusted advisor through every stage of the journey, from growth and complexity to transition and legacy.
If you are building, scaling, planning ahead, or thinking about what comes next, we would be honored to help.
Sincerely,
Tom Cunningham
Managing Director
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For family business owners, business and personal tax strategy cannot be treated separately. We bring them together in one coordinated approach that supports growth, protects family wealth, and helps ensure each decision serves the bigger picture.
The right entity structure can shape everything from tax treatment and liability protection to succession flexibility. We help family business owners evaluate and refine their structures to support today’s operations and tomorrow’s goals.
Many family businesses have untapped opportunities to strengthen cash flow. We help identify and implement strategies such as R&D tax credits, cost segregation studies, and other tax-saving initiatives that create more capital to reinvest in the business.
Growth brings complexity. As revenue, ownership considerations, and operational demands evolve, we help family businesses scale with intention, preserving what makes the business strong while building the structure needed for the next phase.
A successful transition does not happen by accident. Whether you are considering a sale, a generational transfer, or another path, we help you prepare early, maximize value, and align the process with both business and family priorities.
For many owners, family wealth is deeply connected to the business itself. We help coordinate estate and succession planning strategies that preserve what you have built, reduce friction, and create a smoother path for the next generation.
Do you know what your business is actually worth? Not a guess or an "idea". Answer a few simple, basic questions and we will provide a no-cost, no-obligation estimation of business value.
The One Big Beautiful Bill is the most impactful piece of tax legislation in decades, and it's packed with opportunities for business owners. But, you need to plan to capitalize. Here's what's in it for you.
In the course of any given year there are dozens of things that can dramatically change your tax outcomes. However, most CPAs overlook them. Here is a simple checklist so you don't miss huge opportunities - or risks.
Whether you are focused on growth, tax efficiency, transition planning, or protecting your estate, we can help you create a strategy that supports the business you are building and the legacy you want to leave behind.
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