Comprehensive Financial Planning for Business Owners

At Complete Advisors, we integrate business and personal financial planning to help owners like you achieve your most important life goals.

Financial Planning

for business owners

business valuation

We value all kind of businesses, including partnerships, LLCs, corporations, not-for-profit organizations, and governmental entities.

value enhancement

We discover your business’s key drivers, and develop a process improvement plan to provide a detailed roadmap to improving its value.

Exit Planning

We specialize in helping business owners develop a plan to leave their company in capable hands while increasing potential cash flow and reducing taxes.

Financial Planning Resources

Business valuation checklist

Our valuation services are comprised of professionals with specialized expertise who dedicate their time and talent to valuations. That focus, plus ongoing involvement in industry and professional associations, assures we can offer the most accurate information to make the right decisions.

Financial Planning

for individuals

If you are retiring soon or recently retired, our goals-based retirement income planning service will give you the comfort, confidence, and peace of mind that comes from knowing that you and your family are on track financially.

Financial Planning

Personal and Business Integration Mini Series

Use the icon in the top right corner of the video to traverse between episodes. 

From our blog

Consumer Based Corporate Valuation

Consumer Based Corporate Valuation“The true purpose of business is to create and keep customers.” – Peter Drucker EXECUTIVE SUMMARY: Accounting for customers and the value that they create is an untapped resource for investors and business managers. Understanding the...

Vandenack Weaver Podcast

Listen to Evan and Nainesh on the Vandenack Weaver podcast! Mary Vandenack, founder and managing partner at Vandenack Weaver, talks to Evan Levine and Nainesh Shah, partners at Complete Advisors LLC, about Earn Out Agreements and why COVID brought more attention to them.

An Introduction To Earnout Structures

An Introduction To Earnout Structures  While earnout structures have always been viable, the negative impact of Covid-19 has exasperated the "price gap" between optimistic sellers and pessimistic buyers, creating even greater relevance for the earnout structure....

What is the NACVA?

WHAT IS THE NACVA?  There are voluminous applications for a professional business valuation. Reasons to formally appraise a company include - but aren’t limited to: Gift tax planning, Exit Strategy Planning, M&A, Litigation Support, Buy-sell Agreements &...

The Business Sale With an Earnout

THE BUSINESS SALE WITH AN EARNOUT Many businesses have been negatively impacted by the pandemic, magnifying the risk of using a “fixed price” for the sale of a company. The gap between what a buyer is willing to pay and what a seller is willing to accept might be more...


MAKING MUSIC - MORE THAN A LEGACY OF SONG - A LESSON IN THE VALUATION OF THE INTELLECTUAL PROPERTY RIGHTS OF PRINCE AND OTHER ARTISTSEvan Levine and Nainesh Shah provide members with commentary that examines the valuation of Prince and other artists. Evan Levine is a...

The Current State of Valuations

Listen to Evan and Nainesh on the Accounting Today podcast! Determining the value of a CPA firm or other business is as much art as science, according to Nainesh Shah and Evan Levine of Complete Advisors LLC.


NINE VALUATION MISTAKES THAT CAN HARM BUSINESS-OWNER CLIENTSEvan Levine & Nainesh Shah   “For your business owner clients who have plans to sell or transfer their business in the next few years, obtaining a proper business valuation is critical to knowing...

3 Steps To Exit Planning

3 STEPS TO EXIT PLANNING The average business owner has between 50% - 80% of their net worth tied up in the business. (Biery, 2017) And in 2018, the number of small businesses sold hit record levels — and it’s only expected to increase in the coming years. (Guta,...

Why Valuation is Becoming a More Attainable and Profitable Skill

Why Valuation is Becoming a More Attainable and Profitable SkillOver the past several years, especially since the advent of DIY tax prep and bookkeeping systems, many accounting professionals have sought new services to offer their clients, both as a means of adding a...