Business Advisory Services in Roanoke VA

Business Advisory Services

Strategic advisory for entrepreneurs and high-income owners who want to reduce taxes, protect wealth, and build enterprise value.

Message Us Call (540) 314-0345

Or send us an email

Running a business is complex. Success isn’t just about hard work or having a great product – it’s about making smart financial and structural decisions that position you for long-term growth. Many business owners miss opportunities because they don’t have the right entity structure, compensation plan, or exit strategy in place. That’s where we come in.

At Fraim, Cawley & Company, CPAs, we help entrepreneurs and high-income business owners reduce taxes, protect wealth, and build enterprise value. Our role goes beyond compliance – we partner with you to design strategies that strengthen your business today and make it more valuable tomorrow.

Strategic Advisors with CPA Depth

Business Advice Backed by Deep Financial Credentials

Business advice is only as good as the financial expertise behind it. As CPAs with valuation, exit planning, and forensic credentials, we bring an unusually deep toolkit to every advisory engagement.

Micah Fraim

Micah Fraim

Partner, CPA

CPA · CVA · CEPA · CFE

Our Advisory Services

  • Entity selection and business structuring (LLC, S-Corp, C-Corp, multi-entity)
  • Tax strategy and year-round planning
  • State tax optimization (including PTET elections and residency strategies)
  • Business valuation (calculation and conclusion engagements)
  • Exit and succession planning (valuation, tax-efficient sales, ownership transitions)
  • Compensation planning for owners and key employees (S-Corp salary optimization, C-Corp planning)
  • Transaction consulting (buyouts, sales, and mergers)
  • Strategic growth and profitability planning (aligning financial and tax decisions with long-term value)

Our Approach

When we work with you, we look at the big picture – tax, structure, profitability, and transferability – to identify both risks and opportunities. Then we create a practical action plan and help you implement it.

Because your business operates within a specific regional economy, our strategies are tailored to the local landscape. The goal isn’t just reducing this year’s tax bill. It’s building a business that is scalable, profitable, and increasing in value year after year.

Business advisory across Virginia

While our primary office is located in the Star City, we serve as a strategic partner to entrepreneurs across the region. This includes specialized Blacksburg business consulting for tech-driven firms and startups in the New River Valley, as well as comprehensive business advisory in Lynchburg for owners looking to optimize their entity structure or plan for a future exit.

RoanokeBlacksburgLynchburg

Send Us a Message

Tell us about your situation and we will get back to you. For an immediate conversation, call (540) 314-0345 or send us an email.

Tell us about your situation

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Frequently Asked Questions

Are you taking new clients?

Yes, with capacity caveats during peak tax season (mid-February through April 15). For business advisory and valuation work we onboard year-round.

Do I have to be in Roanoke to work with you?

No. Most of our clients are in Virginia, but we serve businesses and individuals across the country. Initial consultation, document exchange, and ongoing communication all work remotely.

What does the engagement process look like?

A 30-minute discovery call to understand your situation, a written engagement letter with scope and fees, then onboarding into our document portal. Most engagements move from first call to first deliverable in 2 to 3 weeks.

How do you charge?

Tax preparation is flat-fee based on return complexity. Bookkeeping is a monthly retainer. Advisory and valuation work can be flat-fee or hourly depending on scope. We quote in writing before work begins.