Our Services

There’s no such thing as “usual” in business—change is constant and complex. To remain competitive, companies must continually seek new ways to address the array of financial, operational, and regulatory disruptions perpetually transforming the marketplace.

Drawing on nearly a century’s worth of experience in tax, assurance, and advisory services, our professionals work closely with customers to design holistic business strategies. Our multi-disciplinary team identifies areas for internal enhancements, then crafts custom solutions that optimize the efficiency and effectiveness of financial procedures, processes, people and technology.

Business and Financial Strategic Planning

Change Management

Cost Allocation Planning

Financial Models, Analysis, and Management Tools

Management Transition and Succession Planning

Our Team

Charles M. Duke III

Full Principal

Peter K. Barton

Director

More Team Members

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Additional Resources

Article

Controlling the Sale of Your Business  

Feb 27th, 2024

Few things are as mystifying and exasperating as selling a business – especially if it is yours. After years of worrying about the most intimate…
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Article

Microsoft® Power BI™ Best Practices:…

Feb 16th, 2024

By Garrett Becker Do you struggle with data modeling and data sources?  Our team of certified Microsoft Power BI analysts have been working with our customers…
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Case Study

Helping a company with facility expansion and…

Feb 15th, 2024

Leaders of a firm asked Elliott Davis: “Can you help us design our facility expansion to support our growth and automate key processes?” Context Premier…
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