Wilmington Advisory Solutions

Sorren helps Wilmington companies manage growth, improve performance, and plan strategically in a seasonal economy.

Wilmington Advisory Solutions

Business Valuations

Understand your business’s value with objective analysis that supports strategic decision-making.

Exit Planning

Prepare for a successful transition with strategies focused on long-term business goals.

Forensic & Litigation Support

Uncover financial insights and strengthen cases with investigative accounting support.

Strategic Planning & Retreats

Align leadership teams and clarify priorities through guided strategic planning sessions.

Transaction Advisory

Navigate acquisitions, sales, and transactions with financial insight and due diligence support.

Industries Served

Other Services

Contact Information

George Lambert, CPA, CCIFP
George Lambert, CPA, CCIFP
Office Partner-in-Charge, National Construction & Real Estate Sector Leader
1508 Military Cutoff Rd., Suite 300, Wilmington, North Carolina 28403
Phone: 910-509-0803
Fax: 919-782-2552

Frequently Asked Questions (FAQs)

Can Sorren facilitate a strategic retreat for our Wilmington leadership team?

Yes. We lead sessions to help local executive teams align on growth goals and operational efficiency.

Do you offer M&A due diligence for local acquisitions in Wilmington?

If you're looking to buy a competitor or prepare for an exit, we provide the deep-dive financial health checks needed.

Can you provide a business valuation for a partner buyout?

We provide certified valuations that reflect the unique economic landscape of the coastal North Carolina market.

How do you help Wilmington companies manage ""growth pains""?

Our advisors provide financial modeling to ensure your expansion in North Carolina remains profitable and sustainable.

Do you offer succession planning for Wilmington business owners?

We help you prepare for a lucrative exit, ensuring your business's value is captured for your family's future.