• Businessman-2953856_640
  • Wed, Nov 22, 2017
  • Legacy Mergers & Acquisitions Completes Successful Sale of Highly Reputable Southwestern Virginia Tax Practice

    Roanoke, VA---On November 20th, 2017, The Tax Man, Inc., of Roanoke, VA, completed the sale of substantially all of its assets to 360 Tax Solutions, LLC, of Roanoke, VA.  Legacy M&A Advisor Andrew R. Holtgrewe (Andy), CPA and Certified Business Intermediary, represented the owners of The Tax Man, Inc., throughout the transaction.

    Established in 1959, The Tax Man has been providing the residents of Roanoke and the surrounding areas a professional, reliable, and family-oriented tax service for almost six decades.

    “When our father (The Tax Man, Inc.’s founder Harold Shaffer) passed away in 2015, it was extremely important to my sisters and me that we continue our father’s philosophy of treating our employees and our customers as family,” states Judy Stabolepszy, Co-President of The Tax Man, Inc. “We believe we have found the perfect person to continue dad’s legacy in Michael Shelton and 360 Tax Solutions.”

    Michael Shelton, 360 Tax Solutions, LLC,’s managing member, is a financial planner and Dave Ramsey Endorsed Local Provider (“ELP”).  Michael is also the owner of 360 Financial Solutions, LLC, with offices in Roanoke, VA, and Lynchburg, VA.

    “I’m thrilled to join The Tax Man family,” says Mr. Shelton.  “At 360 Financial Solutions, our faith and our community is at the center of everything we do.  We had been searching to acquire a company with a similar culture that would allow us to expand our financial advisory and wealth management services into even more of the Roanoke market, and we believe we have found the perfect opportunity in The Tax Man.”

    The Tax Man is located at 1335 Peters Creek Road NW, Roanoke, VA 24017.  360 Financial Solutions is located at 3048 Brambleton Avenue SW, Roanoke, VA 24015 and (by appointment only) at 700 12th Street, Lynchburg, VA 24504.

    About Legacy Mergers & Acquistions

    With offices in Charlotte, NC, Greenville, SC, and Kansas City, MO, Legacy Mergers & Acquisitions specializes in a holistic approach to M&A transaction advisory, offering services ranging from Business and Franchise Sales, Business Valuation, Certified Machinery & Equipment Appraisals, Exit Planning, and Buyer Representation.

    Please visit our website at www.legacymergers.com

    About Andrew R. Holtgrewe, CPA, CBI

    A North Carolina Certified Public Accountant since 1998 and Certified Business Intermediary since 2016, Andrew services Main Street and lower-middle market clients throughout Virginia, North Carolina, and South Carolina.  He resides in Waxhaw (South Charlotte), NC with his wife Monica, daughter Samantha, and son Alexander.  Andrew can be reached at [email protected] or (919) 924-8100.