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

CPA, PFS
Shareholder
Closely Held Business Specialty Group Leader

Andrew Covode

CPA
Principal

Closely Held Business

Brittany Owen

CPA
Principal

Caroline C. Van Hook

CPA
Shareholder

David Stewart

CPA/ABV, ASA
Principal

Eric Myers

CPA
Shareholder

Jessica C. Cain

CPA
Principal

Joseph A. Wall, Jr.

CFP®, CPA
Principal

Thomas Self

CPA
Principal

Travis Bogan

CCIFP, CPA
Managing Director

Kevin McAdams

CGMA, CPA
Shareholder

More Team Members

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Additional Resources

Article

Digital Due Diligence: The Value for Private…

Jan 18th, 2022

Emerging and changing technologies introduce new risks and opportunities in the mergers and acquisition space. Capitalizing on these opportunities will give private equity firms additional…
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Video

2021 Fourth Quarter Assurance & Tax Services…

Jan 13th, 2022

How will emerging accounting, regulatory, and market developments impact financial reporting for your organization? This webinar covers regulatory and tax updates as well as cybersecurity…
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Article

2021 Fourth Quarter Assurance and Tax…

Jan 10th, 2022

Happy New Year! We hope you and your family were able to enjoy the holiday season. We look forward to serving and partnering with you…
Read More

Contact Our Team

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