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Ramsey W. Goodrich of Carter Morse & Goodrich is a member of XPX Tri-State

Billy Amberg

Bloomwood

Atlanta, Georgia
About
Company name
Bloomwood
Business title
President
Contact
Email
billy@bloomwoodcapital.com
Phone
(404) 500-6836
How to contact
billy@bloomwoodcapital.com, 404.500.6836
Company profile
Billy Amberg
Bloomwood
Professional Profile

Call Me When

Call me when capital gains tax on sale is an issue. My firm specializes in deferring and eliminating gains on the sale of businesses.

Professions

Wealth Manager

Functional Expertise

Board of Directors (for profit)
Board of Directors (not for profit)
Cash management
Charitable giving
Debt
Employee benefits
Employee engagement/ retention
Estate planning
Facilitation
Fiduciary
Finance
Investments
Lending
Mezzanine
Private equity
Real estate
Strategic planning
Tax
Trusts

Business Focus

Working with businesses, owners, and employees (401k Plans)

Client Industries

Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Energy/Utilities
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Real Estate/Construction
Software/Internet
Telecommunications
Transportation/Storage
Wholesale/Distribution

Client Results

Massive, tangible wealth creation through tax savings, estate planning, and helping clients not miss out on tactics and strategies that work for them.

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