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GMS Surgent's team of trusted advisors offer objective advice to help your business achieve its goals at every stage. From infancy to maturity to your ultimate exit plan, our solutions-driven strategy is designed to identify opportunities that maximize wealth. We help our clients improve portfolio performance through an informed decision-making process that leverages our substantial business and tax resources.

We believe our business advisory services can help improve profits, implement new strategies, or enhance operations through:

  • Financial reporting systems

    • Technology Solutions

    • Performance Measurement Programs

    • Cost Containment

    • Profit and Performance Improvement Strategies

    • Strategic Business Development

  • Transaction advisory services

    • Business Structure Consulting

    • Exit Strategies

    • Mergers and Acquisitions

    • Deal Structures

    • Due Diligence

    • Purchase Price Assessment and Allocation

    • Strategic Planning

    • Sale of Business

    • Transaction Support

  • Succession planning

    • Compensation and Employee Benefits

    • Strategic Planning

    • Leadership Results

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"GMS Surgent” is the brand name under which GMS Surgent, LLC and GMS Surgent Advisors, LLC provide professional services. GMS Surgent, LLC and GMS Surgent Advisors, LLC are independently owned firms that practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. GMS Surgent, LLC is a licensed CPA firm that primarily provides attest services. GMS Surgent Advisors, LLC provides tax and business consulting services and does not provide investment advisory services. GMS Surgent Advisors, LLC is not a licensed CPA firm nor a registered investment advisor.