Our Services

If your business is large or small, it’s always on your mind. Our advisors work with you to strategize and implement custom solutions that fit your financial and business goals. Whether you want to minimize your tax liability, start a business transition, or grow into a new market, our Closely Held Business practice is ready to help.

Our Team

R. Andrew (Drew) Rogers

Shareholder

Andy Covode

Principal

Brittany Owen

Principal

Caroline C. Van Hook

Shareholder

David Stewart

Principal

Eric Myers

Shareholder

Closely Held Business

Joe Wall, Jr.

Principal

Thomas Self

Shareholder

Travis Bogan

Managing Director

Kevin McAdams

Shareholder

More Team Members

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Additional Resources

Article

Closely Held Business Succession and…

Aug 01st, 2022

Due to many factors, such as aging business owners, the Coronavirus Pandemic, and the “Great Resignation,” many business owners have begun to consider or are…
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Article

Gift and Estate Tax Planning Methods

Sep 27th, 2022

According to a recent Bloomberg article, $72.6 trillion will be transferred or inherited over the next 25 years. For the unwary taxpayer, the complex income,…
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Article

Succession Planning – Choosing Your Successor

Nov 16th, 2022

by David Stewart, Taylor Pelusi, and Spencer Caldwell As we continue our series on business succession this article builds on our first two topics: the…
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Contact Our Team

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