Business succession in Davidson, North Carolina

Davidson-Davie Community College Davie Campus, located at 1205 Salisbury Road in Mocksville, North Carolina, is a university offering a variety of certificate, diploma, and degree programs to help individuals further their education and advance their careers. The institution is committed to giving back to the community through initiatives such as the annual 'Day of Service'. The campus also showcases local artists in its annual Spring Art Show, featuring the theme 'Wings of Reflection'. With a focus on inclusivity, Davidson-Davie Community College does not discriminate based on factors such as race, religion, age, disability, or gender identity in its programs and services. The STORM Basketball team at the institution has been dominating the Region X with five straight victories in the regular season.

Quest is a finance institution located at 215 South Main Street in Davidson, North Carolina, United States. Specializing in advisory, business succession, and M&A services, Quest is dedicated to helping business owners make informed decisions that lead to successful outcomes. Serving the Southeast region of the United States, Quest focuses on increasing business value, supporting estate and tax plans, and helping business owners achieve their liquidity goals during transitions. With expertise in industries such as Manufacturing, Construction, Technology, and Real Estate, Quest offers services including business valuations, M&A, succession planning, and management buyouts. The institution operates as an extended team to business owners, providing strategic guidance and support to align business and personal goals. Through packages such as Explore, Grow, Change, and Legacy, Quest helps business owners plan for the future, grow their businesses, navigate transitions, and secure their legacies. With a focus on collaboration and mutual success, Quest leverages partnerships to deliver innovative solutions and exceptional value to clients. Learn more about how Quest has helped clients achieve tax savings, increased revenue, and successful business sales.

R Scott Davidson III is a financial advisor at Ameriprise Financial Services, LLC located at 128 Meadowview Drive, Boone, North Carolina, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment management, and various other financial planning areas. He is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and continuing education, R Scott Davidson III is committed to helping clients achieve their financial goals and secure their financial future.

Forbes Law Firm, PLLC is a boutique estate planning and administration law firm located in Davidson, North Carolina. Serving the greater north Charlotte area, our compassionate approach sets us apart. We take the time to understand your family's unique situation and intentions, using all areas of the law to secure your family's future. With a thorough estate plan, your assets and loved ones will be taken care of, no matter the situation. Start by creating or updating a will, naming guardians for your children, making healthcare decisions, and utilizing trusts to protect your assets.

Charlton L. Allen, located at 210 Delburg Street in Davidson, North Carolina, is a reputable institution that offers professional guidance in the areas of Family Law, Marriage Agreements, and Financial Settlements. With a focus on both the big picture and the finer details, their services are grounded in experience and integrity. Whether you are seeking legal advice for family matters or financial disputes, Charlton L. Allen is dedicated to providing expert assistance tailored to your individual needs.

Seven Two Advisors is a leading finance institution located at 442 South Main Street in Davidson, North Carolina, United States. Our team of experienced advisors is dedicated to providing personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Seven Two Advisors offers a wide range of services to meet your needs. Contact us today to learn more about how we can help you secure your financial future.

Baird Private Wealth Management is a renowned finance institution located at 130 Harbour Place Drive in Davidson, North Carolina, United States. With a reputation for excellence and personalized service, Baird Private Wealth Management offers a wide range of financial services to help clients achieve their wealth management goals. From investment planning to retirement strategies, the dedicated team at Baird Private Wealth Management is committed to providing expert guidance and support every step of the way. Trust Baird Private Wealth Management to safeguard and grow your financial assets for a secure and prosperous future.

Edward Jones - Financial Advisor: Ken Hoffman is a trusted financial institution located at 130 South Village Lane in Davidson, North Carolina, United States. Specializing in personalized financial planning and investment services, Ken Hoffman and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones - Financial Advisor: Ken Hoffman is committed to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Ken Hoffman and his team are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take the first step towards financial success.

Edward Jones - Financial Advisor: Ton Hendrix, CFP® is a reputable financial institution located at 130 Harbour Place Drive in Davidson, North Carolina. As a Certified Financial Planner, Ton Hendrix offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized strategies and exceptional customer service, Edward Jones is a trusted partner in wealth management and investment planning. Visit Ton Hendrix at Edward Jones to secure your financial future today.

Edward Jones - Financial Advisor: E Craig Porter, AAMS™ is a reputable finance institution located at 815 Davidson Drive Northwest in Concord, North Carolina, United States. Specializing in providing personalized financial advice and services, E Craig Porter, AAMS™, offers expertise in helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution is dedicated to helping individuals and families navigate the complexities of financial planning and investment management. Visit Edward Jones - Financial Advisor: E Craig Porter, AAMS™ today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Kit Borras, AAMS™ is a reputable finance institution located at 815 Davidson Drive Northwest, Concord, North Carolina, United States. As a trusted financial advisor, Kit Borras, AAMS™ provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones offers a wide range of investment options and financial solutions tailored to each individual's needs. Whether you are planning for retirement, saving for college, or investing for the future, Kit Borras, AAMS™ is dedicated to helping you secure your financial future.

Talent INC is a premier talent development institution located at 3012 North Davidson Street in Charlotte, North Carolina. Our institution offers a comprehensive program designed to nurture and develop aspiring actors, models, singers, and dancers. With a team of experienced industry professionals, Talent INC provides top-notch training, workshops, and networking opportunities to help talent reach their full potential and succeed in the entertainment industry. Join us at Talent INC and take your first step towards a successful career in the world of entertainment.

Erwin Lodge is a prestigious university located at 1345 Grey Road in the charming town of Davidson, North Carolina, United States. Known for its rigorous academic programs and commitment to student success, Erwin Lodge offers a wide range of undergraduate and graduate degrees in various fields of study. The institution boasts state-of-the-art facilities, experienced faculty members, and a vibrant campus community. Students at Erwin Lodge have access to numerous resources and opportunities to enhance their education and personal growth. Whether pursuing a degree in business, science, arts, or any other discipline, students can expect a top-notch education and a fulfilling college experience at Erwin Lodge.

The E. Craig Wall Jr. Academic Center is a prestigious university located at 205 Faculty Drive in Davidson, North Carolina, United States. This state-of-the-art institution offers a wide range of academic programs and resources to help students succeed in their studies. With a focus on academic excellence and innovation, the E. Craig Wall Jr. Academic Center is dedicated to providing a supportive and enriching environment for students to learn and grow. Whether you're pursuing a degree in business, science, or the arts, this university is committed to helping you achieve your academic and professional goals.

Central Piedmont Community College, located in Charlotte, North Carolina, is a university that believes in the importance of practical education leading to real-world opportunities. With over 55 professional pathways in 14 career fields, students can earn an associate degree, work towards a four-year degree, or enter the workforce directly. The institution offers programs in healthcare, hospitality, culinary arts, baking and pastry arts, information technology, public safety, public services, transportation, business, communication, construction management, engineering, and education. Students receive hands-on training from experienced professionals in a variety of industries.

Susan Gordon Lee CPA is a trusted accounting and finance institution located at 2220 Azalea Road in Concord, North Carolina, United States. Specializing in providing services for small businesses, entrepreneurs, and individuals, Susan Gordon Lee offers a wide range of financial solutions to help clients achieve their goals. From handling business tax returns to personal financial planning, Susan Gordon Lee CPA is dedicated to providing expert advice and guidance to ensure the best possible outcomes for each client. With a strong focus on building relationships and understanding the unique challenges faced by each individual or business, Susan Gordon Lee goes above and beyond to serve as a trusted advisor and friend.

Brock Grace is a mental health institution located at 1400 Old Mill Circle in Winston-Salem, North Carolina. Founded in 2006 by Brock Grace, a native of Winston-Salem, the institution is dedicated to improving the mental health of families and children throughout North Carolina. With a strong focus on community ties, Brock Grace has partnered with school districts in Forsyth, Stanley, and Davidson Counties. The team at Brock Grace includes Regina, who has over 18 years of experience in the mental health field, and James Edwards-Kenion, a current Master's student in Clinical Mental Health Counseling at the University of Dayton. With a person-centered and strengths-based approach, the therapists at Brock Grace work with clients of all ages, demographics, and ethnicities to help them thrive and achieve better mental health. James Edwards-Kenion also utilizes Live Therapeutic Music in counseling sessions, providing grounding and reflection for clients. The team at Brock Grace is committed to helping individuals reach their full potential and lead fulfilling lives.

Safe Haven Clean Homes, located on Nantz Road in Cornelius, North Carolina, is a professional cleaning service founded by Dakota. With a background in construction and a passion for cleanliness, Dakota decided to turn her love for cleaning into a successful business. Serving the Lake Norman area and beyond, Safe Haven Clean Homes offers personalized services tailored to each client's unique needs and goals. Dakota takes pride in providing a squeaky clean and peaceful home for her clients, ensuring complete satisfaction with every service. Whether you're in Cornelius, Davidson, Huntersville, Denver, Iron Station, Stanley, or north Charlotte, Safe Haven Clean Homes is here to help. Contact Dakota today to schedule your cleaning service and experience the difference of a truly clean home.