Advisor Search

Family businesses need advising teams they can trust.

Our family business advisor search can connect you with lawyers, accountants, consultants, insurance experts, and more. Advisors on our list understand the complexities family businesses face and the nuances of navigating family relationships. Whether you’ve just started your family business, are strengthening it, or are preparing for succession, we can help you build a team so you can thrive.

Use our advisor search to find the experts you need, learn where they are located and see which industries they serve. When you click on an advisor, you can learn more about their experience, their affiliation with the Center for Family Enterprise, the size of their company, and more.

Please read our article, “Tips for Hiring a Professional Advisor” as you preview this list.

Name City State Professionsort descending
Paul Carlson Portland OR
Bill Patten Portland OR
Raymond Cheung Portland OR Accounting, Tax Preparation, Bookkeeping
Al Nodarse Portland OR Accounting, Tax Preparation, Bookkeeping
Teresa Spada Portland OR Accounting, Tax Preparation, Bookkeeping
Randa Brooks Portland OR Accounting, Tax Preparation, Bookkeeping
Robin Matthews Eugene OR Accounting, Tax Preparation, Bookkeeping
Michele Kellison Corvallis OR Accounting, Tax Preparation, Bookkeeping
Preston Byrd Portland OR Accounting, Tax Preparation, Bookkeeping
Dave Delap Portland OR Accounting, Tax Preparation, Bookkeeping
Randolph Colson Gresham OR Accounting, Tax Preparation, Bookkeeping
Michael Berrevoets Milwaukie OR Accounting, Tax Preparation, Bookkeeping
Amy Apiado Portland OR Accounting, Tax Preparation, Bookkeeping
Bryan Justrom Portland OR Accounting, Tax Preparation, Bookkeeping
David Larson Portland OR Accounting, Tax Preparation, Bookkeeping
Lisa Sclan Cooper Ashland OR Accounting, Tax Preparation, Bookkeeping
Mary Sutter Portland OR Accounting, Tax Preparation, Bookkeeping
Patricia Logan Klamath Falls OR Accounting, Tax Preparation, Bookkeeping
Dave Adams Portland OR Accounting, Tax Preparation, Bookkeeping
Ken Leatherman Lake Oswego OR Insurance
Steve Uerlings Corvallis OR Insurance
Darrin Godfrey Eugene OR Insurance
Janelle Markovich Portland OR Insurance
Tom Fink Portland OR Insurance
Michael Beck Central Point OR Insurance
Jim Baker Portland OR Insurance
Brad Gevurtz Lake Oswego OR Investment & Financial Advice
Nancy Horton Lake Oswego OR Investment & Financial Advice
Brad Pease Portland OR Investment & Financial Advice
Christopher Linkhorn Eugene OR Investment & Financial Advice

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