Frequently Asked Questions

Marcaz Asset Preservation is based in Charlotte, NC, and works with local clients as well as businesses in other markets, including those with international business considerations.

We provide business consulting and strategic advisory services for entrepreneurs and companies at every stage, combining accounting, financial analysis, business structuring, financing preparation, and legal consulting into one comprehensive approach.

Yes. We assist with business formation, entity structure decisions, organizational documentation, and the foundational planning new entrepreneurs need before launching.

We work with new entrepreneurs building a business from the ground up, as well as established companies seeking financing, restructuring, expansion, or solutions to financial and operational challenges. Clients span a range of industries.

Contact us through our website form, by phone, or by email to schedule a consultation. We'll discuss your business and determine the right next steps together.

Yes. We prepare business plans, financial projections, and financial models to support financing applications, strategic planning, and business decision-making.

Accounting services cover the day-to-day work: bookkeeping, financial statement preparation, and reporting. Accounting analysis goes a step further, interpreting those numbers to assess performance, profitability, and growth readiness.

We start by understanding the full picture, your financials, structure, and operations, before recommending a solution. Every situation is different, and the right path depends on the specifics of your business.

We assist with SBA and conventional financing preparation, including loan packaging, underwriting support, and lender-readiness assessments, to help position your business for financing.

Yes. We provide financial statement review, reconciliation, and preparation support, including lender-ready financial packages for businesses pursuing financing.

Yes. We regularly coordinate with a client's existing attorneys, CPAs, lenders, and other professionals to make sure everyone is working from the same information and toward the same goal.

Yes. Many clients come to us with financial records that were never properly maintained, mixed personal and business transactions, or accounting that no longer reflects the true state of the business. Reviewing and reorganizing those records is a core part of our work.

No. Tax strategy is handled year-round, including entity structure guidance, deduction review, and ongoing planning, not just a once-a-year filing service.

Nancy provides business legal consulting and guidance based on her legal training and business background. For matters requiring licensed legal representation, formal mediation, or specialized lending, we connect clients with a trusted network of attorneys and other professionals.

Yes. We prepare and file business taxes and provide quarterly estimated tax planning so clients can plan ahead rather than scramble each filing season.

Yes. We support business acquisitions and expansion planning, including evaluating financing alternatives and developing a strategy for growth.

Yes. We assist with business formation, entity structure decisions, organizational documentation, and the foundational planning new entrepreneurs need before launching.