Establish Your Legacy

Focus on Business and Personal Goals

At all stages of your partnership with WellsColeman, we consider both your business and personal goals.

Build Your Foundation

Realize Your Potential

Establish Your Legacy

As your business matures, we work with you to:

We help you at each stage of your business. Tap each one below to learn more:

DEFINE

DEFINE

Your legacy

DEVELOP

DEVELOP

Options to realize both business and personal goals

DELIVER

DELIVER

Exceptional results that meet your business and personal goals

Define your legacy

Develop options to realize both business and personal goals

Deliver exceptional results that meet your business and personal goals

We've been there with you throughout your journey.
We can help you define your legacy.

Tax and Accounting:

  • Sales, Mergers and Acquisitions Planning and Support
  • Succession Planning
  • Retirement Planning

Trust and Estate: 

  • Charitable Trusts and Donor Advised Funds
  • Gift Planning and Gift Tax Return Preparation
  • Trust and Estate Planning/Retirement Planning
  • Private Foundation Reporting, Compliance and Tax Returns

Assurance:

  • Financial Statement Reporting

Client Accounting and Advisory Services: 

  • Financial Statement Preparation and Analysis

Growth and Valuation Advisory: 

  • Sale or Purchase of a Business
  • Strategic Exit Planning and Business Ownership Transition
  • Succession Planning
  • Valuations of Equity Interests, Assets and Investments of Estates
  • Estate Planning and Administration
  • Estate and Gift Taxes

"We have enjoyed being valued business and personal clients of WellsColeman for well over 30 years. Having WellsColeman as a consistent, high-quality advisor has enabled us to plan more effectively and to get the right help at the right time. WellsColeman has been a true advocate throughout our relationship and it continues today. This included advising us when it came time to sell our family business. WellsColeman advised with tax structuring for the sale of our business, and they helped us to build a team of complementary service providers to help with achieving a successful sale. We cannot imagine a better partner."

 

Larry Gunnin
Commonwealth Industrial

Ready to learn more?

Contact George About Advisory Services
George-Headshot

George Forsythe, CPA
Managing Partner