Sandy Coaker Featured in CentrAL INC!

Written on May 23, 2024

Sandy Coaker is the practice leader for Warren Averett Acumen in Montgomery, Alabama.Sandy Coaker, CPA, the Managing Member of the firm’s Montgomery accounting and advisory office, was featured in a recent issue of CentrAL INC!

CentrAL INC! is a bimonthly publication that covers pertinent topics, trends and concerns that impact businesses in Montgomery and surrounding counties.

In her article, Succession Planning is for Businesses in Every Stage, Coaker explores the importance of succession planning. Every business, from start-ups to mature companies, can use succession planning as a roadmap for stability and future changes.

Coaker emphasized that business owners at all stages can use expert help to ensure that their succession plans are carried out perfectly.

Sandy Coaker was also highlighted in CentrAL INC!’s article, Benefits of Business Valuation, where she explained the importance of conducting a business valuation when enacting a succession plan.

Coaker says, “While having a valuation performed at the creation of a succession plan is often unnecessary, requiring a valuation as part of an owner’s written succession plan or exit is often a requirement and necessary for a successful transition. You should always seek a highly qualified business valuation expert to provide these services.”

In addition to her role as Montgomery’s Office Managing Member, Sandy Coaker also serves on the firm’s Operations Board. She has over 30 years of experience providing tax, consulting and advisory services to privately held companies in a broad range of industries. She enjoys providing her clients with day-to-day financial and management advisory services and serving as a sounding board and resource for business owners and managers.

Learn more about Sandy Coaker and our Montgomery CPAs and advisors.

Read the full article on CentrAL INC!’s website here.

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