Financial Planning

Developing a strong financial plan, requires you to examine your situation, set goals, and measure your progress. We provide financial planning and advisory services on an hourly fee basis – no percentage of assets under management – no commissions.


Succession Planning

Do you plan to transition ownership and management to relatives or close members of your company’s “family”? We can help you plan now for how you want your company to evolve after you stop working.


Exit Planning

Whether you’re negotiating a merger, considering new shareholders, or preparing to sell your business, we will assist every step of the way to ensure everything is done for your best interest.


Asset Protection

Asset protection planning is all about taking chips off the table in good times, so that you still can walk away from the table a winner no matter what happens in bad times. Entity structure protects assets and saves taxes.

At MeredithCPAs, we are always looking to make your future brighter and more financially secure. We believe that the best way to do this is by taking a proactive approach to help you achieve all your short and long-term goals. Our Financial Advisory services cover everything from determining the value of your company to calculating how much life insurance you really need; and we don’t take commissions. All our services are based on hourly rates or quoted estimates.