Financial Advisors & Certified Public Accountants

GRIFFITHS, DREHER & EVANS, ps, CPAs

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At GDE, we provide financial tools, advice and representation to empower success in your financial endeavors.

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Investment Management

The combined expertise of Certified Public Accounting and Investment Advisory Services is all in one place.

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Business Valuation

Whether buying, selling, or reorganizing your business, our Certified Business Valuation analysts will guide you through the valuation process to help you achieve Fair Market Value.

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Business Sales

From business valuation to business sold is a seamless, and proven process guided by our business sale advisors.

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Certified Public Accounting

Specializing in small businesses, our CPAs offer expert guidance and knowledge to help manage your finances.

Popular Topics

How do you plan my investments?

From our initial Discovery Meeting, we review and build your financial summary with an investment plan that meets your goals and priorities. This includes our exclusive Big Sheets presentation, which gives you a big picture view of your entire plan including recommendations that address what is important to you. We’ll monitor and track your portfolio along the way, making adjustments where needed or requested.

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What is the best strategy to exit my business?

First, we want to identify your objectives to exit in detail. This may include legacy concerns, taking care of key employees and stakeholders, fulfilling commitments to family and satisfying your financial plan. Another key consideration is timing.  We can help you navigate through all of this.

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How To sell your business?

Whether you are selling to a family member, to an employee, a partner or to a 3rd party, we have the answers to your questions. Our knowledge extends to SBA financing, deal structure, taxes, investing the proceeds and much more.

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Certified Business Valuation

Receive expert, step-by-step advice on how to achieve the objective you had in mind when you engaged us for a business valuation report. This includes for the purpose of exit and succession planning, purchase and sale, and SBA financing, for financial and estate and tax planning, and for business-value enhancement.

 

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Plan a Discovery Meeting: Today

The first move to Financial Security begins here.

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