- Banister Financial, Inc.
 - Charlotte - Valuations of closely-held companies, professional practices and family limited partnerships. - Carolinas Telco
- Charlotte
- Chadwick Investment Group
- Charlotte - Personal service with quality fill and market information.
- Consolidated Planning
- Charlotte - Offers investment and pension planning services for individuals and corporations at offices throughout North and South Carolina.
- Elliot & Warren, PLLC
- Charlotte - Certified public accounting firm that provides tax, accounting, reporting and financial planning services.
- Halas & Associates
- Charlotte - Uses the HBVS appraisal system to determine the reasonable market value for any present or planned U.S. or offshore business.
- HB Financial Resources, Ltd.
- Charlotte - Work with businesses and individuals portfolios through stocks, bonds, CDs, mutual funds, annuities, life insurance, health insurance, long term care insurance, asset based money management.
- Jelnicky, Matthew J. CPA, PA
- Charlotte - Full service accounting and tax accounting firm.
- PayStream Advisors
- Charlotte - Research and advisory consulting firm focused on electronic payments, electronic billing, and payment technology services.
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