Ann Marie Williams
Williams Advisory, PLLC
Mooresville, North Carolina
Contact
How to contact
704-574-9970
Professional Profile
Call Me When
Investments, estate planning, liquidity events, managing cash
Professions
Accountant
Attorney
Consultant
Insurance
M&A Intermediary
Valuation
Functional Expertise
Arbitration
Board of Directors (for profit)
Board of Directors (not for profit)
Business development
Business growth
Buy side/Acquisitions
Capital markets
Cash flow enhancements
Cash management
Change Management
Charitable giving
Compensation
Corporate/Business law
Corporate finance
Cybersecurity
Debt
Due diligence
Entrepreneurship
Equity
ESOPs
Estate planning
Expert witness
Facilitation
Family business
Fiduciary
Finance
Financial Modelling
Forensic accounting
Governance
Intellectual property
Investments
Investor relations
Leadership Development
Lending
Litigation support
Management succession
Mediation
Mergers
Private equity
Private placements
Probate
Regulatory
Risk management
Sell side/Divestiture
Strategic planning
Tax
Transaction advisory
Transaction intermediary
Trusts
Turnarounds
Venture capital
Exit/Transition Planning
Supply Chain
Business Focus
Business valuation, litigation support, estate planning, exit planning, tax compliance
Professional Certification
CPA, Attorney, Life Insurance
Transition Planning Certification or Methodology
WF Master Exit Planning
Client Industries
Agriculture/Mining
Business Services
Consumer Services
Energy/Utilities
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Wholesale/Distribution
Chapter information
Membership
Charlotte Individual
Member since
Member for 5 years
Chapter Leadership Role
Immediate Past President
Why I'm a Member of XPX
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