Family-owned and operated businesses have unique needs. Since our founding in 1932, Bond Beebe has partnered and grown with 1st, 2nd, 3rd and even 4th generation family enterprises. Our team understands how to serve both the family and the business needs of family enterprises.

1. Bond Beebe
Family Business Advisory Trust
Value
Practice Group Service
Family-owned and operated businesses have unique needs. Since
our founding in 1932, Bond Beebe has partnered and grown with
1st, 2nd, 3rd and even 4th generation family enterprises.
About Bond Beebe’s Family Business Advisory Practice
Bond Beebe is a mid-sized Certified Public Accounting Firm with a rich history of 80 years of service in the greater Washington
DC Metropolitan area. Our team of accounting, finance and business advisory professionals understands how to serve both
the family and business needs of family enterprises. We have professionals who specialize in accounting, tax, succession and
estate planning and more - all within the context of complex family business structures and dynamics.
Bond Beebe’s Family Business Advisory Practice helps owners, family employees, non-family executives and other
stakeholders in the family business attain their desired results and goals within the dynamic family environment by bringing
a customized, cost-effective approach to your tax, estate & trust issues, succession matters and other business and financial
challenges and opportunities. Our Family Business Advisory Team is proactive, responsive, thorough, compassionate and
patient. We will carefully guide both your business and your family through your complex decisions and transactions.
Our Services
Bond Beebe’s Family Business Practice
Group offers the following standard business
and family business-specific services:
• Accounting & Assurance • Forensic Accounting
• Business and Strategic Planning • Income Tax Planning and
• Buy-Sell Agreement Advisory Compliance
• Cash Management Analysis • Joint Venture Assessment
• Estate and Gift Tax Planning and • Mergers/Acquisitions/Affiliations
Preparation • Outsourced Accounting &
• Family Business Advisory Bookkeeping
• Family Business Hiring Practices • Outsourced Controller / CFO
• Family Governance Issues • Phantom Stock and Long-Term
• Family Wealth Management Compensation Plans
• Finance Structuring • Sales and Use Tax Analysis
• Financial Benchmarking Analysis • Succession Planning
• Financial Forecasting and • Surety and Bonding Assistance
Budgeting and Consultation
• Financial Statement Audits,
Reviews & Compilations

2. How We’re Different
Founding Member of the Greater Washington DC Family Business Alliance
Over four years ago, Bond Beebe founded the Greater Washington DC Family Business Alliance for the purpose of serving
family businesses located in Maryland, the District of Columbia, and Northern Virginia, providing a structured forum for an
exchange of ideas and information, and a resource of services and assistance.
For more information about the Greater Washington DC Family
Business Alliance, or to learn how to become a member, contact:
Debra Andrews, Executive Director at 301-272-6094 or
www.dcfamilybusiness.com
andrews@dcfamilybusiness.com
Certified in Family Business Advising
Through the Family Firm Institute (www.ffi.org), an organization dedicated to educating, convening, and
engaging professionals serving the family enterprise field, members of Bond Beebe’s Family Business
Advisory Practice Group are certified Family Business Advisors.
What does this mean for our family business clients?
Our professionals have gained a deeper understanding of the needs of family-owned enterprises and the many roles family
business and non-family members play. We have access to cutting edge information and resources for exploring the core
disciplines - behavioral science, finance, law and management science - and steps for forming collaborative teams. We can
also ensure that the highest standards of professional best practices will be implemented.
Our Team
Geoffrey Brown, CPA Jacqueline Thompson, CPA Joel Susco, CPA Eric Fletcher, CPA
Family Business Advisor Family Business Advisor susco@bbcpa.com fletcher@bbcpa.com
brown@bbcpa.com thompson@bbcpa.com 301-272-6050 301-272-6071
301-272-6040 301-272-6027
Our Offices
www.bbcpa.com
Washington DC Metro Office Virginia Office
4600 East-West Highway, Suite 900 1800 Diagonal Road, Suite 495
This brochure
Bethesda, MD 20814-3423 Alexandria, VA 22314 is printed on
PH 301-272-6000 FX 301-272-6100 PH 703-684-0600 FX 703-684-0605 recycled paper.