Smith Group Advisors
Financial Advising
Why pick this one
Smith Group Advisors combines CPA services, North Carolina business brokerage, tax and estate planning, valuations, and exit strategies in Wilmington.
Best for
- Wilmington business owners needing accounting, payroll, tax, or financial consulting
- owners preparing to buy or sell a business
- businesses needing valuation support for sales, mergers, or planning
- owners developing an exit strategy
- clients seeking coordinated tax, estate, and business planning
- businesses needing operational real-estate guidance
Specialties
- tax planning and compliance
- business financial management
- estate planning
- business exit strategies
- business valuations
- business brokerage for buying and selling businesses
- business-owned real-estate advisory
- fiduciary asset consulting
- accounting and payroll
- audits, reviews, and attestation procedures
Certifications
- CPA
- licensed North Carolina Business Broker
- Transworld Business Advisors business brokerage training and certification
What makes them different
- Terry Smith is a CPA and licensed North Carolina Business Broker with 30+ years of financial consulting and M&A experience.
- The firm supports business owners from formation through expansion, retirement, and business exit.
- Services include accounting, tax, estate planning, valuations, exit strategies, business brokerage, and fiduciary consulting.
- The firm provides free tax and financial calculators, IRS links, downloadable checklists, and industry-specific tax guides.
- The office is located at 4320 Wrightsville Ave, Suite A, Wilmington, North Carolina.
- Response time
- They aim to respond promptly.
- Serves
- Wilmington
Distilled from this business's own website.
Contact & Location
- Address
- 4320 Wrightsville Ave Ste A, Wilmington, NC 28403
- Phone
- +19108335888
- Website
- https://tmscpa.com/
- terry@tmscpa.com
Services
- financial advising
- business consulting
- accounting
- payroll management
- tax planning and compliance
- estate planning
- business brokerage
- business valuations
- exit planning
- real-estate advisory
- fiduciary consulting
- attestation services