Consulting & Advisory Services
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We offer personal dedication and technical excellence you'd expect from one of Charlotte’s most respected accounting firms.
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound.
- Act as a sounding board for management
- Provide comprehensive, flexible strategies
- Address the issues affecting your business
Our professionals have credentials awarded by the American Institute of Certified Public Accountants and the National Association of Certified Valuation Analysts that can provide you with planning opportunities.
Business Valuations
Business valuations provide useful and objective analysis to assist you in the valuation of any investment in which you have an interest.
Valuations address a range of matters involving:
- Gifting
- Business retirement planning
- Buying or selling your business
- Asset protection
- Trust/Estate planning
- Succession Planning
Estate Planning
Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.
For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Financial Planning
A properly structured financial plan enables you to face any financial challenge that may present itself at each stage of your life. Through the financial planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your financial security.
Retirement Planning
Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years.