Realize Your Potential

Define And Reach Your Goals

Once you're established, WellsColeman works with you to define where you want to go and how to get there.

Build Your Foundation

Realize Your Potential

Establish Your Legacy

In this development and growth stage of your business, we help you:

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

DEFINE

DEFINE

Your strengths, address issues, take advantage of opportunities and avoid pitfalls

DEVELOP

DEVELOP

Your people and processes to optimize your business

DELIVER

DELIVER

Exceptional results that meet your goals and set you up for continued success

Define your strengths, identify and address issues, take advantage of opportunities and avoid pitfalls

Develop your people and processes to optimize your business

Deliver exceptional results that meet your goals and set you up for continued success

We've been there. We've done it. We can help you grow and succeed. 

Strategic Planning: 

  • Management Team Retreats
  • Management Planning and
    Advisory Sessions
  • Strategic and Business Planning
  • Enterprise and Process Risk Management

People Optimization: 

  • Helping Teams Function to Their
    Highest Level
  • Improving Team and Enterprise Communication
  • Addressing Management Issues and Improving Results

Process Optimization: 

  • Defining Process Issues and Solutions
  • Project Management/Team Management to Address Issues
  • Specific Process Optimizations: Controls Review; A/R Tracking; Inventory Process Review

Tax and Accounting:

  • Tax Planning
  • Trust and Estate Accounting and
    Tax Preparation and Reporting
  • Family Wealth Planning


Client Accounting and Advisory Services:

  • Financial Statement Preparation
    and Analysis

Assurance:

  • Risk Assessments
  • Controls Assessments
  • Peer Reviews

 

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Growth and Valuation Advisory: 

  • Business Risk Analysis
  • Debt and Equity Planning for Growth
  • Analysis of Potential Market Opportunities (Mergers, Acquisitions, Sales)
    • Navigation and Support During the Sales and / or Purchase Process
    • Analysis of Sales and / or Purchase Financial Terms (i.e., Stock-Based Compensation for Key Management)
  • Valuations of Equity Interests, Assets and Investments of Businesses and Individuals

"WellsColeman is more than your typical accounting firm. They are very forward thinking and our tax return has become a small part of what they do for us. I have worked with them as a strategic coach for my personal finances, as well as a strategic coach for succession planning and leadership team development and implementation. I am very pleased and confident with the partnership that I have formed with WellsColeman."

Billy Davis

Owner at Arborscapes

"The team at WellsColeman has been a wonderful resource in helping our business grow. They don't just do our accounting. They have a solid team helping us navigate the complex business landscape. In short, we trust their advice because they have earned that trust."

Daniel Frasca

Co-Founder at APEX Anesthesia Review

Ready to learn more?

Contact George About Advisory Services
George-Headshot

George Forsythe, CPA
Managing Partner