McShane Partners Wealth & Investment Advisory

Summit Park is a Charlotte-based private investment firm specializing in the lower middle market, dedicated to partnering with owners, entrepreneurs, and management teams to build companies of exceptional value. With a focus on businesses with revenues between $20 and $150 million, Summit Park provides strategic guidance, capital access, and resources to support growth and acquisition plans. The firm's well-defined investment strategy centers on investing in profitable companies and fostering strong partnerships to drive growth and success. Recognized for their expertise and commitment, Summit Park has led numerous successful transactions and continues to be a top choice for those seeking to elevate their businesses in the lower middle market.Generated from the website

Banister Financial is a prominent business valuation services firm based in Charlotte, North Carolina. Their team of experts focuses on providing specialized services for privately-owned companies. With a reputation for excellence, Banister Financial is known for their in-depth knowledge and experience in valuing businesses. Clients trust their expertise to accurately assess the worth of their privately-owned companies. Generated from their website's infomation

Barry Evans Josephs & Snipes is a financial services firm based in Charlotte, NC, specializing in mitigating the impacts of life's certainties—death and taxes. They pride themselves on being "bridge builders," providing tax-advantaged solutions that connect clients to their financial goals while preserving what matters most to them. With a multigenerational team of specialists and a focus on relationship-building, Barry Evans Josephs & Snipes distinguishes itself through deep product knowledge and exceptional service. Their commitment to collaboration and long-term perspectives ensures that clients receive tailored support in navigating complex financial landscapes. Generated from the website