Guided by Experience, Driven by Innovation
Supporting Michigan's Family Businesses
A Legacy of Trusted Advisory and Innovation
Founded in 1985, Decades of Leadership
Since 1985, PBS Family Business Advisors PLLC has guided family-owned and closely held businesses through every stage of growth, transition, and complexity. Our foundation is built on over 40 years of CPA leadership, drawing on deep experience not only as professional advisors but as business owners who have personally navigated acquisitions, sales, and major transitions. This firsthand perspective fosters an authentic understanding of the challenges unique to family enterprises across Michigan and the Midwest. Our enduring commitment to trust, integrity, and confidentiality shapes every client relationship. We strive to become a true partner to each business we serve, offering tailored advice that blends seasoned judgment with careful attention to each family's legacy and values. For us, legacy preservation means more than financial outcomes - it means fostering enduring relationships, open communication, and the confidence to plan for future generations. Clients place their trust in us for our unwavering discipline, our long track record of results, and our dedication to client confidentiality. Our legacy is reflected in the families and businesses we help secure lasting value and peace of mind.
Driving Innovation for the Future
While our legacy is grounded in decades of proven financial leadership, our approach is future-focused. Innovation stands at the core of PBS Family Business Advisors. By thoughtfully integrating AI-powered advisory tools, we equip clients with the clarity and agility needed to face rapidly changing business environments. Our advanced analytics offer clients powerful resources for financial scenario analysis, enabling them to see the full impact of strategic decisions before acting. Cash-flow forecasting powered by AI reveals opportunities and risks that traditional methods often miss, helping families plan confidently between generations. Decision modeling tools provide real-time insights, allowing owners to adapt with precision and discipline. This fusion of human experience and technology ensures that guidance from PBS is always timely, data-driven, and uniquely suited to each business's situation. Our commitment to innovation allows us to provide deeper value, not only protecting legacies but enhancing them - preparing our clients for challenges on the horizon while preserving strengths forged over decades.
Legacy and Leadership
Guidance Across Generations
The vision for PBS Family Business Advisors was shaped by over four decades at the helm of a major CPA firm, working closely with owners facing critical decisions - whether preparing for succession, acquiring new ventures, or planning a successful exit. Our founder's journey moved from executing transactions to mentoring owners through every transition, offering the rare perspective of both advisor and participant in complex business deals. This unique vantage point inspired a client-centered model, grounded in trust and continuity. Today, leadership at PBS remains driven by a commitment to serve Michigan's family businesses with the utmost integrity, empathy, and professionalism. The result is an unwavering focus on helping each client secure their family legacy and achieve lasting business strength. Our founder remains personally invested in every engagement, ensuring every family receives the attentive, confidential support that only comes from genuine experience and care.