Business succession planning in Hendersonville, NC
11 results found
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Envision Planning, LLC
● ClosedEnvision Planning, LLC is a finance institution located at 212 South Grove Street in Hendersonville, North Carolina, United States. We specialize in creating programs and portfolios to help our clients meet their long-term financial goals. Whether you have questions about investments, taxes, retirement, or estate planning, our team of credentialed professionals is here to assist you. As fee-only financial planners and fiduciaries, we always prioritize our clients' interests above all else. Lenward Wesley Jones III, Managing Member of Envision, holds a Bachelor of Science in Business Administration and is a Certified Public Accountant (CPA). He also obtained a CHARTERED FINANCIAL CONSULTANT (ChFC®) designation from The American College of Financial Services. Karen G. Jones, Member of Envision and office manager, earned a Bachelor of Science in Elementary Education and specializes in planning, organization, and administration.
212 S Grove St Suite A, Hendersonville, NC 28792, United States -
Strauss Attorneys PLLC
● ClosedStrauss Attorneys PLLC is a law firm located in Hendersonville, North Carolina, specializing in estate planning and administration. Their team of experienced attorneys offers strategies to achieve tax savings and simplify the estate administration process. They also assist clients in qualifying for Medicaid to cover living expenses and provide guidance on creating, running, transferring, or selling a business. The firm takes a holistic approach to estate planning, working closely with clients to identify their needs and objectives. They offer customized estate plans to grant peace of mind and remain in constant communication with clients throughout the process. In addition, they assist clients in qualifying for Medicaid for long-term nursing care and provide guidance on VA disability benefits for veterans.
104 N Washington St, Hendersonville, NC 28739, United States -
Plekan Law, PLLC
● ClosedPlekan Law, PLLC is a trusted law firm located at 370 North Louisiana Avenue in Asheville, North Carolina. Specializing in providing effective legal guidance with sensitivity and compassion, our experienced team assists individuals and businesses in the Western North Carolina region, including Asheville and Hendersonville. With a proven track record of success, we are dedicated to helping our clients achieve the legal outcomes they desire, no matter the complexity of the legal matter at hand. At Plekan Law, we understand the stress and confusion that can come with dealing with legal issues, which is why we work diligently to resolve your concerns in a timely manner. Whether you are facing a family law matter, such as child custody disputes or divorce, or are in need of protection from a dangerous situation, our team is here to provide you with the support and knowledge you need to navigate the legal process.
370 N Louisiana Ave Suite H-1, Asheville, NC 28806, United States -
Strauss Attorneys, PLLC
● ClosedStrauss Attorneys, PLLC is a law firm located at 77 Central Avenue in Asheville, North Carolina. Specializing in estate planning, the firm offers strategies to achieve tax savings and simplify estate administration. They also assist clients in qualifying for Medicaid to cover living expenses, and provide guidance on creating, running, transferring, or selling a business. The firm takes a team-oriented approach to estate planning, working with clients to identify their needs and objectives, and bringing in other professionals as needed. With a focus on communication and personalized plans, Strauss Attorneys aims to provide peace of mind for their clients. Additionally, they offer assistance with Medicaid for long-term care, VA disability benefits for veterans, and business formation and succession planning. The firm has been recognized for their excellence in estate planning and elder law, and serves clients throughout North Carolina, including Asheville, Hendersonville, Brevard, and beyond.
77 Central Ave STE F, Asheville, NC 28801, United States -
Lawrence D Winson Attys At Law
● OpenLawrence D Winson Attys At Law is a reputable law firm located at 140 4th Avenue West in Hendersonville, North Carolina. Specializing in various areas of law, their team of experienced attorneys provides top-notch legal services to clients in need of professional representation. Whether it's personal injury, family law, criminal defense, or estate planning, Lawrence D Winson Attys At Law is dedicated to serving the legal needs of individuals and businesses in the Hendersonville area. With a commitment to excellence and a track record of success, you can trust Lawrence D Winson Attys At Law to handle your legal matters with skill and expertise.
140 4th Ave W #102, Hendersonville, NC 28792, United States -
Sentry Law, Wealth & Tax
● ClosedSentry Law, Wealth & Tax is a comprehensive financial institution located at 1998 Hendersonville Road in Asheville, North Carolina. Our team of experienced professionals specialize in accounting, finance, and legal services to help individuals and businesses navigate complex wealth management and tax planning. Whether you need assistance with estate planning, tax preparation, or investment strategies, our dedicated team is here to provide personalized solutions tailored to your specific needs. Trust Sentry Law, Wealth & Tax to guide you towards financial success and security.
1998 Hendersonville Rd STE 25, Asheville, NC 28803, United States -
Lee C. Mulligan
● OpenLee C. Mulligan is a lawyer located at 104 North Washington Street in Hendersonville, North Carolina. Specializing in estate planning, charitable planning, trust and probate administration, as well as business formation and succession, Lee Mulligan has been practicing law with Strauss Attorneys, PLLC since 1999. As the managing attorney of the Hendersonville office, Lee brings a wealth of experience in corporate law, environmental law, and anti-trust compliance from her previous practice in New York and New Jersey. Lee Mulligan is a native of Ohio and is married to Thomas Mulligan, President of Summit Title Insurance in Hendersonville. They have one son, Paul Morse, who resides in New Jersey with his wife, Anna Pond, and their son, Sebastian.
104 N Washington St, Hendersonville, NC 28739, United States -
Merrill Lynch Financial Advisor Don Huneycutt
● Closedindividuals and businesses in Hendersonville, North Carolina, the Merrill Lynch Financial Advisor Don Huneycutt offers personalized wealth management strategies tailored to each client's unique financial needs. With over 20 years of experience in the financial services industry, Don Huneycutt is dedicated to helping clients make informed decisions and achieve their financial goals. As a Senior Financial Advisor, Don Huneycutt provides comprehensive wealth management services, taking into account factors such as risk tolerance, time horizon, and liquidity needs. He is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill Lynch.
707 N Main St, Hendersonville, NC 28792, United States -
Biltmore Consultants, LLC
● OpenBiltmore Consultants, LLC is a professional consulting firm located at 1901 Kanuga Road in Hendersonville, North Carolina. Our team of experienced consultants offers a wide range of services to help businesses and individuals achieve their goals. From strategic planning and financial analysis to marketing and operations management, we provide tailored solutions to meet the unique needs of each client. With a commitment to excellence and customer satisfaction, Biltmore Consultants, LLC is a trusted partner for success.
1901 Kanuga Rd, Hendersonville, NC 28739, United States -
Varnadore & Associates
● ClosedVarnadore & Associates is a reputable accounting and finance institution located at 138 Joel Wright Drive in Hendersonville, North Carolina, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, Varnadore & Associates is dedicated to providing personalized and efficient financial solutions to help you achieve your goals. Contact them today to schedule a consultation and take the first step towards financial success.
138 Joel Wright Dr, Hendersonville, NC 28792, United States -
Winson Law Offices
● ClosedWinson Law Offices is a reputable law firm located at 140 4th Avenue West in Hendersonville, North Carolina. Specializing in various legal matters, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you need assistance with personal injury cases, family law matters, estate planning, or business law, we are here to help. With a commitment to excellence and a track record of success, Winson Law Offices is your trusted partner in navigating the complexities of the legal system. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
140 4th Ave W #102, Hendersonville, NC 28792, United States
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