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?

Our initial Discovery Meeting will allow us to learn about your goals and priorities. We will then build a financial plan that’s focused on what’s important to you, using our exclusive Big Sheets Planning Guide, to give you an easy-to-understand perspective that includes the recommendations that focus on your needs. 

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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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What makes your business valuation analysts so unique?

As CPAs, each offers another level of knowledge over a standard business valuation analyst in specific situations due to their accounting and external audit experience as well as represent clients before the IRS, and clear understanding of tax implications related to valuations.

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The 2% Club

Just 2% of business owners will achieve everything they dreamed of when they opened their business. We call this rare, but highly successful group “The 2% Club.” Through unlimited access to a wide range of financial expertise, you gain a significant advantage in accelerating your success and Joining The 2% Club. This includes the critically acclaimed book, “The 10 Steps of Successful Small Business Owners, Your Roadmap for Joining The 2% Club.”

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Plan a Discovery Meeting Today!

The first move to Financial Security begins here.

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