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Matt Brady CPA
President at Brady Renner CPAs & Business Consultants
https://bradyrenner.com/

Matt works directly with small business owners to meet their bookkeeping, accounting, tax planning and consulting needs.
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Mike Kelly, Jr. CFP®
Vice President at Kelly Insurance & Investments, Inc.
https://getkbi.com/

Mike has concentrated on helping companies in regards to their employee benefits and retirement planning needs.
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Nicholas Crivella, Esq.
Attorney & Managing Partner at Bagley
& Rhody
https://bagleyrhody.com/

Nick's practice focuses on estate planning and business law, with a particular strength where the two practice areas intersect.
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David Kelly
CEO at Growth Solutions Team
https://growthsolutionsteam.com/

David leads the strategic support of clients through advisory, consulting, coaching, and leadership and sales development services.
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Barbara L. Kelly
CMO & Sales Consultant at Growth Solutions Team
https://growthsolutionsteam.com/

Barbara supports Growth Solutions Team and her clients in achieving greater profitability through sales and marketing leadership.
ContactBusiness owners can rest assured that your business needs will be met by some of the top professionals in the accounting, financial, and legal industries. Contact Us Today!

When is an Irrevocable Life Insurance Trust Right for Me? An Irrevocable Life Insurance Trust (ILIT) can be a valuable estate planning tool, but how do you know if it’s right for you, and how to fund it? Read on for expert guidance on the main factors to take into account when considering an ILIT.
Private Transaction Structures: Asset vs Stock Sales Understanding the difference between stock sales and asset sales is essential for participants in business transactions. This article delves into the distinct advantages and considerations related to taxes, liability protection, and asset control for each method.
Exit & Succession Financial Planning Legal, accounting, and financial planning advice can guide you to the best possible outcome when you’re selling your Chesapeake Corridor small business.
Understanding the Disconnect: Exploring Inconsistency Between Estate Planning and Business Planning Documents Lack of coordination between your estate planning and business planning documents can lead to unintended consequences like disputes among beneficiaries, tax liabilities, and disruptions to business operations. This article shows how to mitigate risk by building consistency between estate and business planning.