The big news at Boatsman Gillmore is that it’s now Boatsman Gillmore Wagner. The merger of the two firms makes it the second or third largest locally owned CPA firm.

With 35 people in two locations, Dale Gillmore and Adam Boatsman explained that their business model is to add value over and above what they are paid to do. They work on goals with their business owners and consider themselves an accounting and consulting firm. The two – who are brothers in law – formed the firm six years ago. Dale felt that the Charlotte area was open to entrepreneurs and to date five percent of the firm’s business is derived from motorsports clients.

Other areas they service include construction, real estate, manufacturing, doctors and dentists, insurance agents, architects, engineers – Dale and Adam say their client list is “as diversified as Charlotte’s industry is.”

One of the areas in which they focus is when a business owner has significant wealth invested in his or her business. That is usually not investible, and BGW becomes a financial planner on how to best monetize the business asset.

Right now, clients are concerned about possible tax increases, although Dale and Adam’s stance is there are opportunities for planning regardless of any tax changes coming our way.

They call themselves a team for folks who want a more personalized process in accounting and financial planning. See if they might be right for you here.

Corinne Economaki