Industry Memberships and Accreditations
Scope of Services
Walker Business Advisory Services is a business advisory firm focused on providing Business Transition Planning and Transaction Support services to entrepreneurs nationally.
With respect to the retirement rollover industry, Monty Walker and Frederick Whitlock, through its Entrepreneur Retirement Benefits, LLC Division, bring a unique perspective to the alternative financing space. By serving as the trustee and fiduciary of the client’s new retirement plan, the client’s responsibility/ liability now falls on the shoulders of Walker Advisory. The entrepreneur can now focus on building his/ her business and not have to be concerned about exposure to the IRS or DOL.