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Family Business 101

Family Business 101
 
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Geoffrey D. Brown, CPA, Principal

Bond Beebe, Accountants & Advisors 

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301.272.6040

Geoff Brown, a partner with Bond Beebe, brings more than 30 years of public accounting and auditing experience to our family business clients. His laid-back demeanor is esteemed for its power in drawing imaginative insights out of our accounting professionals to help ensure client satisfaction. In addition to acting as Principal-in-Charge for many of Bond Beebe’s audit engagements, Geoff also heads Bond Beebe's Family Business Team, and he is a member of the Firm’s Personnel Committee. Geoff’s experience in servicing family businesses includes tax returns, tax planning, estate planning, developing operating agreements, assistance with the sale of business, and gifting plans for wealth transference.

Some of the clients that Geoff Brown works with include:

  • A second generation consulting firm which Bond Beebe has been involved in tax return preparation, business consulting, tax consulting, and a gifting plan to transfer stock to the next generation.
  • A third generation construction subcontractor which Bond Beebe has assisted with tax returns and valuation of business.
  • A second generation retail store which Bond Beebe has assisted in retirement planning for the first generation, as well as assistance on how to integrate the second generation into business.

Business and Professional Affiliations

  • Family Firm Institute
    • Attendee – Annual Conference, London, 2008
    • Attendee – The Launching Pad, Chicago, 2007
    • Attendee – The Essentials, Chicago, 2007
    • Enrolled in the “Certificate in Family Business Advising” professional certification program. Projected completion date: December 2009
  • American Institute of Certified Public Accountants – Member
  • Greater Washington Society of Certified Public Accountants – Member
  • Maryland Association of Certified Public Accountants – Member
  • Greater Bethesda-Chevy Chase Chamber of Commerce – Member
  • Methodist Home of the District of Columbia – Treasurer & Director

Education and Licenses

  • Bachelor of Science, Business and Economics – Lehigh University, Bethlehem, Pennsylvania
  • Certified Public Accountant – District of Columbia and Maryland