Professional Service Firms

At GreerWalker, we serve a large group of professional service firms, including advertising and marketing, architectural, consulting, engineering, IT, and legal service providers. Being a professional service firm ourselves for more than 30 years, we believe that our in-depth understanding of the forces that affect the success of professional service firms enables us to provide tangible ideas to support profit growth and control cost.

How We Can Help You

In addition to assurance and tax services, our experienced Professional Services team provides a wide range of industry-focused advisory services including but not limited to:

  • Business valuation
  • Buy-sell agreements
  • Cash management and strategies
  • Deferred compensation plans for key employees
  • Employee benefits plan reviews and benefit maximization for shareholders
  • Entity selection
  • Estate, gift and trust planning
  • Exit strategy
  • Financial management and accounting
  • Litigation support and dispute resolution
  • Mergers and acquisitions
  • Succession planning
  • Tax planning and compliance
  • Tax strategy for owner-occupied buildings
  • Wealth management

For more information on how we can assist you, please contact Sandi Thorman.

Key Partners & Associates

Sandi O. Thorman, CPA, Partner

> Call 704-377-0239

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