National Association of Certified Valuators and Analysts

Closely Held Business Advisors

Guiding Closely Held Businesses from Inception to Exit

Closely Held Advisors provides guidance to closely held business owners, addressing challenges and opportunities that arise throughout the business lifecycle. We work with businesses of varied sizes, from a single owner to those with complex multi-owner governance structures.

Serving Closely Held Business Owners for 30 Years

We offer entrepreneurs informed, experienced support for their businesses with more than 30 years of experience in counseling and litigation under the direction of Jay R. McDaniel, Chair of the Business and Corporate Law Department at the Weiner Law Group with offices in New Jersey and New York.

From emerging enterprises early in the learning curve to established companies preparing for ownership transitions, our approach is rooted in a comprehensive strategy and dedication to what we view as the principle focus of a successful closely held business: protecting and enhancing business value. Our experience, gained through decades of litigation and counseling, spans ownership structures, governance, risk management, business valuation, exit planning, and dispute resolution.

Comprehensive Expertise Beyond Litigation

Decades of courtroom experience inform our work with closely held business owners. In that process, we have seen the same mistakes repeated, the loss of financial and personal legacies, and the profound effect that inadequate planning and preparation have on the families, workforce, and business partners of closely held businesses.

Closely Held Advisors is organized around the central principle that these costs — personal, professional and financial — are optional.

Combining the Law with Financial and Strategic Insight

We offer offers clents a rare combination of legal, financial, and strategic insights that allow business owners to make informed, impactful decisions. These certifications reflect a deep understanding of how to protect, grow, and transition businesses effectively.

Take the Next Step

Whether you are growing the new business, preparing for succession, or seeking resolution to a complex dispute, we are here to work with you. Contact Jay McDaniel today to schedule a consultation and learn how Closely Held Advisors can support your business goals.

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Practice Areas

Exit & Succession Planning

Business Valuation Services

Business Risk Bulletproofing

Our Videos

New Jersey Business Divorce Attorney Jay McDaniel

Opening the Black Box of Closely Held Business Finance with a Claim for Equitable Acconting

When are Profit Distributions Required in a LLC? Minority Members May Have Little Say in the Issue.

Meet Jay McDaniel

Jay R. McDaniel brings over 30 years of experience as a business counselor and litigator, specializing in the unique challenges faced by closely held businesses. As Chair of the Business and Corporate Law Department at Weiner Law Group, Jay has built a career dedicated to safeguarding businesses and their owners at every stage of the business lifecycle.

Closely Held Business News & Analysis

Bulletproofing Your Closely Held Business: 15 Risk Mitigation Strategies for 2025 Economic uncertainty and global instability. Is this the new normal for 2025? For the main street business,these risks and uncertainty are a source of...

How 2025 Economic Conditions and Trade Tensions Impact Main Street Businesses Key takeaways Main Street businesses – those with fewer than 500 employees whose owners run day-to-day operations – are feeling the squeeze from...

Business attorney | risk mitigation bulletproofing

The 5 Ds of Business Risk: A Comprehensive Guide Key Takeaways Introduction: Understanding the 5 Ds Most business owners focus on growth, profits, and market expansion. Few take time to consider the...