Andrew R. Holtgrewe, CPA, CBI
- Founder & Managing Director
- M&A Advisor
- Certified Public Accountant
- Certified Business Intermediary
A North Carolina Certified Public Accountant since 1998 and a Certified Business Intermediary since 2016, Andy uses his broad and extensive financial and entrepreneurial background to assist his clients through the business valuation and sales process. After starting his career in Public Accounting as an Auditor with Ernst & Young’s Audit and Assurance Services Division in Chicago, IL, and Washington, DC, Andy spent three years as an Internal Auditor and Controller for a multi-billion dollar publicly-traded real estate development conglomerate, specializing in internal control testing, process improvement, audit support, and forensic accounting.
Upon moving to Raleigh, NC in 2003, Andy purchased and sold multiple child development franchises, raising enrollment nearly 50% during his tenure as owner while also receiving multiple franchisee awards and serving as a member of the National Advisory Committee. After the sale of the franchises, Andy joined a large privately-held information services company, primarily responsible for partnering with the firm’s management team and handling all financial analysis and financial reporting functions for a $100M division, including assisting in the valuation and transition of multiple acquisitions. During his three years with the company, Andy received multiple promotions and awards, including the company’s top new contributor award and left the company as its Director of Finance in 2011.
From 2011-2015, Andy provided fractional CFO/Controller services to a portfolio of operating companies and private equity investments with services ranging from bookkeeping and financial reporting to strategic planning, budgeting, forecasting, valuation, and audit management.
A native of the Mid-Ohio Valley, Andy grew up in small towns bordering the Ohio River in Southeastern Ohio and Northern West Virginia. After receiving a Bachelors of Science and Masters of Science in Accountancy with honors from Wake Forest University, he has spent most of the last 20+ years in North Carolina, currently residing in the South Charlotte area with his wife Monica and children Samantha (2005) and Alexander (2007) after a 13-year stint living in the Raleigh suburbs. In his spare time, Andy enjoys coaching baseball, playing cards, golfing, thinking about exercising, and cheering on his beloved Demon Deacons.
Click below to see what current and former clients have to say about working with Andy.