Judy Bezler – Principal - Direct Point Advisors LLC
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Judy focuses on painless and straightforward ways businesses can increase cash flow by maximizing government tax credits and incentives. Most companies realize several thousand to hundreds-of-thousands of dollars!

​We look for your savings in several key areas including:
  • Cost segregation tax credits (accelerated depreciation of owned commercial property and/or leasehold improvements);
  • R&D tax credits (not just for companies that make things);
  • Hiring tax credits
​To find out the potential dollar value of the tax credits your business deserves, call Judy for an absolutely no-cost, no-obligation, 20-minute consultation. 
704-559-9323 (O)
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William J Bradley - ISU Ballantyne Insurance Group
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​Business Property/Casualty Insurance
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We deliver comprehensive insurance solutions with an emphasis on personal ​care and making sure we understand your needs. A combination of our extensive independent experience with the strength of a national network, allows us to provide effective, high quality products and services.
    704-543-8770 (O)
​     704-517-4766 (C)
Pam Decker - Vice President, Financial Sales Manager II - First Citizens Bank

Pam Decker has over 25+ years of Banking Experience.  She specializing in Business Relationships.  She is very passionate about helping business owners reach their financial dreams by assisting them with their cash flow management. Pam won Charlotte’s Business Woman Extraordinaire in 2012.
704-542-4209 (O)
Craig Field, B. Acc CPA ABV- Alluvial Financial Management LLC 

The mission of Alluvial Financial Management LLC is to provide Tax and Financial planning services for Entrepreneurs and their businesses. We are able to assist with tax and business start up advice, including international  businesses investing in the US, tax and valuations for buy and sell business transactions and annual tax preparation and planning. Craig has over 30 years of experience in public accounting, tax and financial and business management. Previously employed at PWC in Johannesburg, South Africa Craig has more recently managed the Charlotte office of Taylor & Morgan CPA PC and Mel Jackson Tax Advisors, Mt. Holly, NC area. Craig recently wrote and passed the CPA exam, CFP exam, ABV exam and is a holder of the Series 65 investment license.

704-927-1492 (O)
​704-206-0547 (C)
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      Todd Serulneck - Managing Director - Acuity ​               
   
As your business grows, so do your financial needs. Acuity understands this which is why we are known for our expert CFO services. So whether you are a true startup or an established enterprise, you can take advantage of a dedicated CFO, or simply access our on-demand CFO services as you need them. Our goal is your success, so you can rest knowing your finances are taken care and that you have the support you need from the smartest financial leaders in the industry.
888.418.8410 x736 (O)
​​774.279.0766 (C)