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

Caroline C. Van Hook

Shareholder

R. Andrew (Drew) Rogers

Shareholder

Andy Covode

Shareholder

Brittany Owen

Shareholder

David Stewart

Principal

Eric Myers

Shareholder

Joe Wall, Jr.

Principal

Thomas Self

Shareholder

Travis Bogan

Managing Director

More Team Members

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Additional Resources

Article

Succession planning – Tax implications of…

Jul 28th, 2023

This article is a continuation in our series on the tax implications of the different structures used to buy or sell a business.  If you…
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Article

Succession planning – Tax implications of…

Jul 11th, 2023

In a continuation of our series on closely held business succession planning, our next few articles discuss the implications of buying or selling a closely…
Read More

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