What We Do

Free Consultation
Enter your email below for more information
Contact Us
1320 Westgate Center Drive
Winston-Salem, NC 27103
336-774-9863
Retirement Planning

If you own a family business, retirement isn't simply a matter of deciding not to go in anymore. You've got some critical questions to answer like...

  • "What happens to the business when you're no longer running it?"
  • "Will you have enough money to retire?"

At O'Dell Consulting Group, LLC, we work with North Carolina business owners and families throughout Charlotte, Raleigh Durham and Greesboro to help them plan for the long-term financial security of their family and business. We truly understand your needs and are able to provide a wide variety of retirement savings and succession planning services for small businesses and individuals designed around your needs. Developing and implementing a well-designed succession plan is essential to the survival of your business and the financial security of your family.

We offer the following retirement planning services:

    • Business valuation
    • Tax planning
    • Investment and insurance planning
    • Cash management and budgeting
    • Evaluations of qualified retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
    • Estate planning
    • Charitable gifting
    • Business exit strategies
    • Asset protection
    • Succession planning and business continuation
    • Buy/sell agreements
    • Personal financial planning.

To request a complimentary one hour initial consultation, please call Larry at 336-774-9863 or complete our FREE Consultation Request Form

For more information, please click here and a representative will contact you.

O'Dell Consulting Group is a Winston-Salem based consulting firm that provides a wide variety services including turnaround financial management, interim crisis management, merger and acquisition support, due diligence, retirement planning, succession planning, outsourced CFO and outsourced Controller services to businesses. Our clients are located throughout the United States.

Copyright - 2012 - All rights reserved. Website by Build Your Firm, designers and developers of websites for accountants and cpa firms.