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

Joseph Vartanian,CEPA®

Gate City Advisors

GREENSBORO, North Carolina
About
Company name
Gate City Advisors
Business title
Personal CFO & Experienced Advisor
Contact
Email
joe@gatecityadvisors.com
Phone
(336) 908-3399
How to contact
336-279-2502
Company profile
Joseph Vartanian,CEPA®
Gate City Advisors
Professional Profile

Call Me When

a business owner needs a quarterback to align advisors around exit readiness and needs an executable strategy to get them TO and Through an exit plan.

Professions

Coach
Consultant
Wealth Manager

Functional Expertise

Board of Directors (for profit)
Board of Directors (not for profit)
Business development
Business growth
Due diligence
Fiduciary
Investments
Retirement
Transaction advisory
Exit/Transition Planning

Business Focus

We provide financial planning for business owners in the Piedmont Triad that want a plan to get To and Through retirement

Professional Certification

CEPA, CFP, CHFC, CLU

Transition Planning Certification or Methodology

CEPA, Value Acceleration & Value Builder

Client Industries

Business Services
Computer/Electronics
Health/Pharma/Biotech
Manufacturing
Non-profit
Real Estate/Construction
Telecommunications
Wholesale/Distribution

Client Results

We help private companies build transferable value, reduce risk, and execute a coordinated exit strategy—long before a transaction is on the table.

Tool Provider Relationships

B2B CFO
EPI
The Value Builder System
BizEquity
FocusCFO
Training Doctor LLC

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