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Cade & Associates adds certified business valuation services

8 hours ago
Cade & Associates adds certified business valuation services
By AI, Created 00:00 UTC, Oct 28, 2026, AGP -

Cade & Associates has launched certified business valuation services for clients across North and South Carolina, with work led by Trent Cade, CPA, ABV. The new offering is aimed at business owners, attorneys and lenders who need defensible valuations for deals, disputes, tax planning and succession decisions.

Why it matters: - Business valuation can shape sales, ownership changes, litigation outcomes and tax decisions. - Cade & Associates is now adding credentialed valuations to its advisory lineup, giving clients one firm for valuation work and related tax planning. - The service is designed for business owners, attorneys, lenders and financial professionals who need independent, defensible numbers.

What happened: - Cade & Associates announced certified business valuation services on October 27, 2026. - Trent Cade, CPA, ABV, leads the valuation team. - The firm serves businesses and individuals across North and South Carolina. - Valuation services are available through offices in Ocean Isle Beach and Salisbury, North Carolina, and Conway and Myrtle Beach, South Carolina.

The details: - The new service covers mergers, acquisitions and business sales. - It also covers partner buy-ins, buyouts and ownership transitions. - Cade & Associates will support litigation matters, including shareholder disputes and marital dissolution. - The firm will provide valuations for estate, gift and tax planning. - Succession planning and financial reporting are also included. - Trent Cade holds the Accredited in Business Valuation, or ABV, designation. - The ABV designation recognizes expertise in business valuation for mergers and acquisitions, litigation, taxation and financial reporting. - Cade also has experience preparing complex tax returns for high-net-worth individuals and closely held businesses. - That background lets the firm connect valuation work with the tax implications of a sale, transfer or restructuring.

Between the lines: - Cade & Associates is signaling a move toward more specialized, higher-stakes advisory work. - The combination of valuation and tax expertise could appeal to clients who want a single provider for transactions and planning. - Dr. Jason Cade framed the offering as a way to give clients a reliable, defensible number when major decisions are on the line. - Trent Cade said the firm wants work that clients, attorneys and lenders can rely on.

What's next: - Cade & Associates will offer the valuation service to clients throughout the Carolinas from its four-office network. - The firm says clients can use the service for deal-making, disputes, planning and reporting as needed. - More information is available at the company's website.

The bottom line: - Cade & Associates is broadening its advisory business with certified valuations led by a credentialed specialist, targeting clients who need numbers that can stand up to scrutiny.

Disclaimer: This article was produced by AGP Wire with the assistance of artificial intelligence based on original source content and has been refined to improve clarity, structure, and readability. This content is provided on an “as is” basis. While care has been taken in its preparation, it may contain inaccuracies or omissions, and readers should consult the original source and independently verify key information where appropriate. This content is for informational purposes only and does not constitute legal, financial, investment, or other professional advice.

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