Charlotte, N.C.– Wagner Noble & Company and Boatsman Gillmore, PLLC, two of the region’s most prominent accounting, tax, and financial advisory practices are merging their firms. The evolved practice will be known as Boatsman Gillmore Wagner, PLLC and will have offices in Charlotte and the Huntersville-Lake Norman area.
Larry Wagner, managing partner for the practice, noted that the firms were a great complement to each other. “Our business approaches and client values are both completely aligned. This merger allows our partners to focus on what each does best, whether that is consulting, tax, development of financial strategies or assurance,” shared Wagner.
“We are focused on two main goals: making a tangible difference in our clients’ businesses and growing our firm to be one of the most respected CPA practices in the region,” said Dale Gillmore, firm principal and a founding partner. “This merger provides us a tremendous team and the ability to address client needs in a manner that helps them maximize the value of their businesses,” added Gillmore.
Wagner Noble, founded in 1983, provides expertise in tax, assurance, and business consulting. Boatsman Gillmore, established in 2006, provides similar expertise as to Wagner Noble as well as a shared commitment to building long term client relationships. Clients for the combined firm include manufacturers, wholesale distributors, and healthcare providers, as well as real estate and construction, professional services, technology, sports and entertainment organizations. While most of the clientele are closely held businesses, the firm also serves numerous international and not-for-profit organizations.