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 Business Meeting Closeup 701, GreerWalker CPAs & Business Advisors

Be proactive: A guide to internal and external fraud investigations

Learn how to identify early signs of fraud and apply best practices in an internal investigation to reduce the financial impact of fraud.

The Corporate Transparency Act and Beneficial Ownership Reporting

In the complex world of mergers and acquisitions (M&A), a sell-side Quality of Earnings (QoE) report plays a crucial role in determining a company's financial health and sustainability of its earnings. Far from being an unnecessary expense or an added complexity, a QoE report is a powerful tool that can provide key insights to both potential sellers and buyers, streamline the transaction process, and help maximize sale value.

Clarifying Misunderstandings on Employee Benefit Plan Contributions

In the complex world of mergers and acquisitions (M&A), a sell-side Quality of Earnings (QoE) report plays a crucial role in determining a company's financial health and sustainability of its earnings. Far from being an unnecessary expense or an added complexity, a QoE report is a powerful tool that can provide key insights to both potential sellers and buyers, streamline the transaction process, and help maximize sale value.

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