Wealth Management

Wealth Management

Wealth Management with

GreerWalker Wealth is now a part of Choreo. Please click here: www.choreoadvisors.com to redirect to the website.

If you have any issues with accessing the new site, please contact marketing@choreoadvisors.com

View the press release here.

Recent News

At GreerWalker, we strive to keep our clients and prospects updated with the latest information. As a member of the RSM Alliance, we have the ability to provide timely, insightful articles and videos. See below for the most recent thought leadership and news:

GreerWalker Feature 16 Ness People 16 Rw Crd, GreerWalker CPAs & Business Advisors

New guidance on long-term, part-time employee eligibility for 403(b) plans

New guidance on 403(b) plans clarifies rules for long-term, part-time employee inclusion and nondiscrimination compliance.

IRS releases 2025 retirement and fringe benefit plan limitations

Cost-of-living adjustments to retirement and fringe benefit plan limits for 2025 have been published by the IRS.

EBITDA Adjustments: Unveiling Their Impact on Enterprise Value

EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) and related EBITDA adjustments, commonly referred to as addbacks, hold substantial implications for enterprise value. This article will delve into the impacts of EBITDA adjustments on enterprise value, providing key insights into the valuation methodologies driving today’s M&A market.

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