Batchelor Tillery & Roberts, LLP

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Michelle has over 14 years of public accounting experience and over 3 years in industry concentrating in the area of taxation. She has extensive experience with C Corporations, ranging from small to large multinational corporations, S Corporations, partnerships, and high wealth individuals. She began her career in the corporate sector for a physician management company and later was Tax Manager for one of the state's largest privately owned companies. Prior to joining Batchelor, Tillery & Roberts, LLP in 2013, Michelle worked in the Raleigh office of Ernst & Young LLP for over 13 years.

Beth has twenty years of public accounting experience providing tax, accounting, and advisory services to individuals and closely-held business owners. Her career began in Cincinnati, where she became president and owner of Kirby & Hartley CPAs before negotiating the successful sale of the practice and relocating to North Carolina to accept a position as Chief Financial Officer in private industry. In 2004 when the business was absorbed by a larger company, she returned to public accounting, joining Batchelor, Tillery & Roberts, LLP.

We strive to provide outstanding service to our clients at a reasonable cost as part of our dedication to the principles of professionalism, responsiveness and quality. We achieve this by assigning to our engagements experienced professionals who are dedicated to helping our clients in an effective and efficient manner.

The family dynamic complicates the whole transition because of the relationships and emotions involved. Most people are not comfortable discussing topics such as aging, death, and financial affairs. Comfortable or not, succession planning should be a priority for any family business considering that more than seven out of ten family-owned businesses fail to survive the transition from founder to second generation, typically falling prey either to estate taxes or family discord - or both.

Minimizing the tax bite. The tax burden when transitioning a family business can be significant. The challenge is that a family business is not generally a liquid asset, but taxes are typically due when ownership is transferred.

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