TOP 10 Business valuation for estate planning in Charlotte, North Carolina

Canopy Real Estate Institute is a premier institution located at 1120 Pearl Park Way in Charlotte, North Carolina, United States. As a store specializing in real estate education and training, Canopy Real Estate Institute offers a wide range of courses and resources for individuals looking to enter the real estate industry or further their professional development. With experienced instructors and a commitment to excellence, this institute is dedicated to providing high-quality education and support to its students. Whether you are a beginner or a seasoned professional, Canopy Real Estate Institute is the perfect place to enhance your skills and knowledge in the dynamic field of real estate.

Transworld Business Advisors Charlotte, also known as Charlotte Business Brokers, is a finance and real estate agency located at 3540 Toringdon Way in Charlotte, North Carolina. Our team at South Charlotte Business Brokers specializes in business valuation and appraisals for Charlotte businesses, helping them find potential targets, merger partners, and strategic alternatives. We assist with strategic approaches, timing, financing, pricing, and negotiating transactions to ensure our clients achieve the best possible outcome. Our experienced team understands the complexities involved in buying and selling businesses, and we are dedicated to helping business owners in the Charlotte area sell their companies for the highest price and best terms. With over 40 years of successful business sales experience, we offer confidential consultations to determine the value of your business in today's market.

South Park Advisors is a finance institution specializing in business valuation services, located at 3623 Latrobe Drive in Charlotte, North Carolina. We are dedicated to approaching your business with passion, dedication, and critical thinking to ensure a credible and well-reasoned outcome. As independent and unbiased third-party advisors, we work closely with private, closely held businesses in areas such as mergers and acquisitions, ownership transition, ESOPs, and business damages. Our team of experts, including Robert C. Hilton Jr., ASA, provide comprehensive valuation services and work with attorneys, wealth planners, and other trusted advisors to develop a plan that fosters continuity and ease of transition. Trust South Park Advisors for a 360-degree view of ESOPs and expert guidance in navigating complex financial details. Visit us at our locations in Charlotte, Rochester, and Phoenix to experience our commitment to excellence in business valuation.

Appraisal CE is a leading institution located at 9935 Rea Road in Charlotte, North Carolina, United States. Specializing in finance, this institution offers comprehensive courses and training programs to professionals seeking to enhance their skills and knowledge in the field of appraisals. With a team of experienced instructors and a commitment to excellence, Appraisal CE provides top-quality education that prepares individuals for success in the competitive finance industry. Whether you are looking to advance your career or simply stay up-to-date on the latest trends and regulations, Appraisal CE is the perfect place to further your education and expertise.

The Anderson Law Firm is a boutique firm located at 8440 Rea Road in Charlotte, North Carolina, specializing in estate-planning, probate, and trust & estate (fiduciary) litigation. With additional offices in Ballantyne, Southpark, and Davidson, we serve clients throughout North Carolina and beyond. Our expertise includes trusts & estate matters, family-owned business services, estate planning, will and trust disputes, breach of fiduciary duty claims, contested guardianship matters, estate administration and probate, small-business planning, elder exploitation interventions, and more. Our experienced team, led by Mike Anderson, is dedicated to providing compassionate, efficient, and innovative legal solutions for our clients. Whether you need assistance with estate planning, probate, or fiduciary litigation, The Anderson Law Firm is here to guide you through every step of the process with professionalism and care. Schedule an appointment at one of our convenient office locations in South Charlotte, Southpark, or Davidson to discuss your legal needs today.

Langston Law, located at 17250 Lancaster Highway in Charlotte, North Carolina, is your go-to institution for all your commercial real estate legal needs. Our team of experienced attorneys is dedicated to providing top-notch services for businesses and their owners, covering a wide range of legal matters. Whether you are in need of assistance with real estate transactions, contracts, or any other financial services, Langston Law is the logical choice. Contact us today to see how we can help you navigate the complex world of commercial real estate law.

Lion Title Insurance is a leading insurance agency located at 5309 Monroe Road in Charlotte, North Carolina. We specialize in providing comprehensive title insurance services to protect your real estate investments. Our team of experienced professionals is dedicated to ensuring a smooth and secure transaction process for our clients. Contact us today for all your title insurance needs.

Cardinal Financial Company, Limited Partnership is a finance institution located at 3701 Arco Corporate Drive in Charlotte, North Carolina, United States. With a focus on providing a wide range of financial services, including lending, investment management, and financial planning, Cardinal Financial Company is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs, ensuring a high level of service and expertise. Whether you are looking to secure a loan, grow your investments, or plan for the future, Cardinal Financial Company is committed to helping you succeed financially.

PMI Central Carolina is a reputable real estate and travel agency located at 10130 Perimeter Parkway in Charlotte, North Carolina, United States. With a strong focus on providing exceptional services in both the real estate and travel industries, PMI Central Carolina is dedicated to helping clients find their dream homes and plan unforgettable vacations. Whether you are looking to buy or sell a property, or seeking expert advice on travel arrangements, PMI Central Carolina is committed to delivering top-notch service and exceeding your expectations. Contact us today to experience the difference with PMI Central Carolina.

Clear Income Strategies Group is a premier finance institution located at 13777 Ballantyne Corporate Place in Charlotte, North Carolina, United States. Our team of experienced professionals specializes in providing clear and comprehensive income strategies to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your assets, our experts are here to guide you every step of the way. Trust Clear Income Strategies Group for personalized financial solutions tailored to your specific needs.

Providence Capital Advisors is a leading finance institution located at 4500 Cameron Valley Parkway in Charlotte, North Carolina, United States. With a team of experienced financial advisors, Providence Capital Advisors offers a wide range of financial services including investment management, financial planning, and wealth management. Clients can expect personalized and tailored financial solutions to help them achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your wealth, Providence Capital Advisors is dedicated to providing expert guidance and support every step of the way.

BGW Wealth is a finance institution located at 1616 Camden Road in Charlotte, North Carolina, United States. With a deep understanding that there is no one-size-fits-all approach to wealth management, BGW Wealth offers a comprehensive range of services tailored to the unique needs of each individual and business owner. Led by Owner & CEO, Ben McDonald, the team at BGW Wealth brings decades of business ownership experience to the table, offering expertise in areas such as business valuation, operational agreements, succession planning, estate planning, and tax strategies. In partnership with BGW CPA, the institution provides a holistic wealth management process that goes beyond simply picking investments, encompassing tax strategies, investment management, financial planning, estate strategies, and more.

MAI Capital Management is a leading financial institution located at 6101 Carnegie Boulevard in Charlotte, North Carolina. Specializing in accounting and finance, MAI Capital Management offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies and financial solutions tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, MAI Capital Management is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Bernard Robinson & Company, L.L.P. is a leading accounting and finance institution located at 2400 Crownpoint Executive Drive in Charlotte, North Carolina, United States. With a team of experienced professionals, they provide a wide range of services including auditing, tax planning, and financial consulting. Their dedication to excellence and commitment to their clients make them a trusted partner for businesses and individuals alike. Whether you are looking for assistance with your taxes or need help managing your finances, Bernard Robinson & Company, L.L.P. is here to help you achieve your financial goals.

Bank of America Private Client Advisor Gordon (Tim) Timothy Black is a Managing Director with Bank of America Private Bank in Charlotte, North Carolina. With over three decades of experience, Tim specializes in guiding ultra-high-net-worth families to manage their wealth effectively. He offers a range of services including investment management, trust and estate planning, wealth structuring, and custom credit opportunities. Tim holds a B.A. in history from Grove City College and an M.B.A. in finance from Duke University. He is actively involved in the community and enjoys running, golf, and travel. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personalized service. They strive to understand each client's unique needs and goals to create tailored strategies for financial success. With a focus on innovation and a commitment to client priorities, Bank of America Private Bank helps individuals, families, businesses, and institutions achieve their financial objectives. Please note that the Bank of America Private Bank website may direct you to FINRA'S BrokerCheck for additional information.

Jack A. Heil, CPA, CFF, PFS is a prominent finance institution located at 5419 Stallworth Drive in Charlotte, North Carolina, United States. Specializing in accounting, forensic financial analysis, and personal financial planning, Jack A. Heil offers expert services to individuals and businesses alike. With a reputation for excellence and professionalism, clients can trust in the expertise and guidance provided by this esteemed institution.

H&R Block is a renowned accounting and finance institution located at 8511 Davis Lake Parkway in Charlotte, North Carolina, United States. With a strong reputation for providing tax preparation services and financial advice, H&R Block is a trusted partner for individuals and businesses seeking expert guidance on managing their finances. Their team of experienced professionals is dedicated to helping clients navigate complex tax laws and maximize their financial well-being. Visit H&R Block today to experience their top-notch services and personalized approach to accounting and finance.

Thompson Whitlock PLLC is a reputable accounting and finance institution located at 801 East Boulevard in Charlotte, North Carolina, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all financial needs.

CLA (CliftonLarsonAllen) is a prestigious accounting and finance institution located at 227 West Trade Street in Charlotte, North Carolina, United States. With a reputation for excellence in the field, CLA provides a wide range of financial services to individuals, businesses, and organizations. Their team of skilled professionals offers expert advice and solutions to help clients achieve their financial goals. Whether you need help with tax planning, audit services, or financial consulting, CLA is committed to providing top-notch service and personalized attention to meet your needs. Visit CLA today to experience the difference of working with a trusted and reliable financial institution.

Kathy Bloomer CPA is a reputable accounting and finance institution located at 5936 Monroe Road in Charlotte, North Carolina, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust Kathy Bloomer CPA for accurate and reliable financial advice to help them achieve their goals.

America's United Service is a comprehensive institution offering a range of services including accounting, finance, insurance, and real estate. Located at 4818 Monroe Road in Charlotte, North Carolina, this institution provides expert guidance and support to individuals and businesses seeking financial solutions. With a team of experienced professionals, America's United Service is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for assistance with taxes, investments, insurance, or property transactions, this institution is committed to providing top-notch service and personalized advice. Trust America's United Service for all your financial needs.

Rosa French CPA is a reputable accounting and finance institution located at 11189 Villa Trace Place in Charlotte, North Carolina, United States. With a team of experienced and knowledgeable professionals, Rosa French CPA offers a wide range of services including tax preparation, financial planning, auditing, and business consulting. Clients can trust in the expertise and dedication of the staff at Rosa French CPA to provide top-notch accounting services tailored to meet their individual needs.

Trice Tax & Accounting Service is a reputable accounting and finance institution located at 8307 University Executive Park Drive in Charlotte, North Carolina, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Whether you are an individual or a business owner, Trice Tax & Accounting Service is committed to helping you navigate the complexities of financial management and achieve your financial goals. Contact them today for expert advice and personalized solutions.

Angela Williams & Co CPA is a reputable accounting and finance institution located at 5960 Fairview Road in Charlotte, North Carolina, United States. With a team of experienced and qualified Certified Public Accountants, they provide a wide range of financial services to individuals and businesses. From tax preparation and planning to bookkeeping and financial consulting, Angela Williams & Co CPA is dedicated to helping their clients achieve financial success. Their commitment to excellence and personalized service sets them apart from other accounting firms in the area.

Apple Growth Partners (AGPN, PLLC) is an award-winning accounting and business advisory firm located at 6201 Fairview Road in Charlotte, North Carolina. With over 80 years of experience, AGP specializes in providing creative solutions for privately held businesses to achieve healthy, sustainable growth. Services offered include tax planning and compliance, audit and assurance, business valuation, litigation consulting, ESOPs, fraud prevention, family office services, and transaction advisory. With a team of over 130 professionals, AGP serves clients across the Great Lakes region, with office locations in Akron, Canton, Chicago, Cleveland, and Schaumburg. Industries served include employee benefit plans, auto dealerships, manufacturing, construction, real estate, restaurants, and not-for-profits. AGP's mission is to champion the Healthy Growth® of their people, clients, and communities through authenticity, exceptional service, and care for each other. Clients praise AGP for their competence, professionalism, and partnership in business. Contact AGP at 866-67-APPLE for services in Illinois, North Carolina (AGPN, PLLC), and Ohio.