Stag Rock CPA

Stag Rock CPAStag Rock CPAStag Rock CPA

Stag Rock CPA

Stag Rock CPAStag Rock CPAStag Rock CPA
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Strategic Advisory, Valuation and Tax Analysis

Strategic Advisory, Valuation and Tax Analysis Strategic Advisory, Valuation and Tax Analysis Strategic Advisory, Valuation and Tax Analysis

A fresh perspective on your company's financials and business goals, delivering clarity, strategy, and actionable insights 

Get Started

Strategic Advisory, Valuation and Tax Analysis

Strategic Advisory, Valuation and Tax Analysis Strategic Advisory, Valuation and Tax Analysis Strategic Advisory, Valuation and Tax Analysis

A fresh perspective on your company's financials and business goals, delivering clarity, strategy, and actionable insights 

Get Started

About Stag Rock CPA

Mission

Stag Rock CPA provides small businesses with financial guidance tailored to their unique needs. Bring a fresh perspective on the business through the lens of both an accountant and a financial analyst. These insights are designed to help the business grow and transition to the next stage of its corporate lifecycle

SERVICES

Stag Rock CPA provides financial guidance to small businesses with revenues under $5M. Services include:


 --Strategic Advisory: Develop plans aligned with your business goals to drive success


--Business Valuation:   Providing private company valuation services for tax or transaction-related events


--Cash Flow Projections: Forecast cash flow to ensure stability and support growth


--Financial Statement Analysis: Gain actionable insights into your business’s financial health


--Key Performance Indicators: Create and track metrics that measure progress and optimize operations


--Capital Budgeting: Make informed decisions on capital investments to maximize returns


--Tax Planning: Implement tailored strategies to minimize liabilities and improve profitability


--Exit Strategy Planning: Prepare for future transitions, including mergers or acquisitions
 


The goal is to understand your business, learn about your objectives, and offer tailored financial solutions that support growth and long-term success.

Biography

Reed P. Foster, CFA, CPA

Reed is currently an equity analyst and Portfolio Manager at Stag Rock LLC, where he manages investment portfolios for individuals and conducts independent investment research. 


Prior work experience:

Investment Banker at Moelis & Co. in New York City

Portfolio Manager at Palladium in Norfolk, VA

F/A-18 pilot in the US Navy, TOPGUN gratuate and Strike Fighter Tactics Instructor


Education:

UNC Chapel Hill -- Master of Accounting

The College of William and Mary -- MBA 

US Naval Academy -- BS in Systems Engineering


Professional:

Chartered Financial Analyst (CFA) charterholder -- CFA Institute

Certified Public Accountant (CPA) -- State of Virginia

Accredited in Business Valuation (ABV) -- AICPA

Contact Us

To get started, please send a message below and we'll set up a time to discuss your business needs

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Stag Rock CPA, PLLC

1340 N. Great Neck Rd STE 1272, PMB 143 Virginia Beach, VA 23454 +1.757.769.1919

Copyright © 2024 Stag Rock CPA, PLLC - All Rights Reserved.

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