Read what our Clients are saying about us:

Charles Wilson, CPA/CFF, CGMA, CBEC
In the Houston metro area call 281-993-4530
In the Denver metro area call 303-980-5757

I hired Mr. Wilson after having numerous bad experiences with previous accountants. He is very professional, knowledgeable, and actually takes time with his clients. He offers a kind and genuine atmosphere. He seems to care about his clients. I am truly grateful for finding him and his firm. I would highly recommend this firm to anyone who wants taxes done correctly!

Camille Heffernan, Friendswood, TX

Fantastic customer service and a very clear understanding of where our business is going and what needs and issues we need to be aware of as we grow!  Would recommend to anyone!

Bayou City Surgical Specialists,

Houston, TX

My US Tax are very complicated, due to the fact that I work and pay Tax in another country also.  I am very impressed with the work Wilson LLC has done for me, ever since he took over the practice of my former CPA years ago.  I highly recommend his services.  He is up to date with all of the latest changes that the IRS seems to make every year. Often throughout the Tax year I have question come up and Charlie always has a quick reply. I live in the DFW area and there are many fine CPA's in my area.

I chose to do business in Friendswood TX due to the understanding  of my complicated Tax. If I ever opened a Business in Texas, Charles Wilson LLC would be my 1st call.  Charlie, is a great guy to talk with and do business with, what more can I say.

George Hobbs, Bedford, Texas

In addition to being a CPA I am also a registered CBEC or Certified Business Exit Consultant.  I work with business owners on what we call Exit Planning or Succession Planning.  This is where the owner or owners want to either exit, sell, transfer or gift the business to an outside buyer or investor, or an internal person or group, such as family working in the business or to one or more employees who want to buy and run the business.

Because every business and owner combination is unique, there are many considerations and scenarios that need to be considered in order for the exit or sale of the business to meet the goals of the seller (you).

The type of transaction (sale, ESOP, management buyout, private equity group recapitalization, gift or charity), your mental and financial readiness to leave the business, as well as the tax implications & impacts of certain transaction types.

To help you and other business owners who are contemplating an exit or sale (as well as possibly retiring at the same time) successfully navigate through these issues, I’ve developed several tools you can use to educate yourself.

You can download my Free Report titled: 5 Business Exit Plan Strategies & 4 Business Owner Types to Help you Plan Your Business Exit or Sale (click here).

You can watch my Webinar Replay titled: The Exiting Business Owner 6-Step Exit Process that walks you through the six steps to choosing your optimal exit strategy (click here).

You are welcome to take my free survey if you’re at that point where you’re trying to figure out what ‘type’ of exiting owner you are.  It is the BERI or Business Exit Readiness Index Survey (click here) that looks at your financial and mental readiness for exiting your business.

Or if you want to just have a private & confidential conversation about your situation and ask me questions about what I do and how I can help you, you’re welcome to give me a call to schedule a free consultation.  My office number is 281-993-4530.

Charles S. Wilson, CPA/CFF, CGMA, CBEC


Succession & Exit Planning

BERI Survey Exit Plan Webinar Replay Exit Plan Free Report

Charles S. Wilson, CPA/CFF, CGMA, CBEC