National Reputation. Earned Locally.
As today’s business landscape grows more complex, leaders of privately held companies need more than a transactional advisor—they need a team who understands the full picture and is committed to helping local businesses thrive.
The Aldrich Group of Companies offers a full range of advisory and professional services From accounting, auditing, and tax compliance to wealth management, business transitions, financial due diligence, multi-state tax planning, and retirement plan services, Aldrich can help bring clarity to each stage of our personal and professional lifecycle.
Private Company Insights
At Aldrich, your advisor is never out of reach. Our insights can help you lead with confidence and maximize what you’ve built.
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What Business Leaders Are Saying
2025 Private Company Survey Report
100 private company leaders reveal what’s next for mid-market growth, staffing, capital planning, and navigating volatility.
Every Stage of Your Life Cycle
As an independent firm, private company owners and their leaders work directly with Aldrich partners through every stage of their growth and life, supporting both their professional and personal journeys.
Guiding owners through financial complexity to meet their business goals
Creating a personalized wealth plan to protect and grow your assets
Helping business owners understand alternatives and maximize business value
Empowering high-net worth individuals to leave the legacy they desire
Services That Support Your Entire Business
- Business Tax + Transaction Planning
- Audit + Assurance
- M&A Advisory + Valuation
- Outsourced Accounting + Payroll
- Industry Expertise: Construction, Manufacturing, and More
- ESOP Structuring
You Don’t Need a Massive Firm—Just the Right One
Mid-market focus. Regional relationships. National awareness.
At Aldrich, we’re built for private businesses navigating growth, transition, and complexity. Aldrich partners work with our clients to understand your specific goals and then work side by side with you. With deep local roots and a reputation that extends beyond the region, we help you anticipate what’s ahead and act with confidence.
