#United States #Raleigh #North Carolina #Elevate LLC #RSL Advisors

Elevate Expands Its Advisory and Tax Services in North Carolina

Elevate LLC, a national platform dedicated to accounting, tax, and advisory firms, has made a significant strategic move by investing in RSL Advisors LLC. This partnership, effective from November 1st, is set to enhance Elevate's presence in North Carolina and bolster its capabilities in Client Accounting, Advisory Services, and Tax (CAAS and Tax).

About RSL Advisors

Founded in 2002, RSL Advisors is based in Raleigh, North Carolina. The firm specializes in providing comprehensive client accounting services, payroll solutions, tax planning, and outsourced CFO support to small and mid-sized businesses across the nation. RSL is well-regarded for its technology-driven operational model and its commitment to client satisfaction, boasting a loyal customer base that relies on its services.

RSL Advisors has seen consistent growth, which can be attributed to the increasing demand for its CAAS and tax offerings. This solid reputation aligns well with Elevate’s goal of partnering with innovative, high-quality firms that focus on delivering substantial value to their clients.

Elevate's Vision

Sanjay Agarwal, CEO and Managing Partner of Elevate, expressed enthusiasm about the partnership, stating, "RSL Advisors aligns perfectly with Elevate's strategy of collaborating with operations-focused firms that prioritize meaningful client relationships." He further highlighted the modern, technology-forward approach of RSL Advisors as a solid foundation for mutual growth.

The merger not only augments Elevate's regional presence but also reinforces its commitment to enhancing its national tax capabilities. The firm recognizes that integrating RSL Advisors’ existing brand and leadership into its operations allows for a seamless blend of resources and expertise. This partnership aims to facilitate further scaling of RSL's offerings in CAAS, advisory, and tax services while preserving their local leadership and unique culture.

Strengthening Local Leadership

Under the new partnership, RSL Advisors will continue operating with its current brand and leadership team. This arrangement allows the firm to benefit from the extensive resources offered by Elevate, such as shared services, advanced technology, and operator-led support. These enhancements are expected to elevate RSL’s service offerings without disrupting their established client relationships.

Russ Lawrence, CPA and Managing Partner of RSL Advisors, emphasized the importance of delivering high-quality, forward-thinking solutions, asserting that Elevate's approach perfectly complements RSL's vision. "Our firm has always focused on delivering high-quality service and practical solutions to our clients. Elevate's leadership and commitment to long-term value creation made this partnership a perfect match," he stated.

Conclusion

As Elevate LLC continues to expand its footprint in the Southeast, this strategic investment in RSL Advisors marks an important milestone in its growth trajectory. The collaboration signifies Elevate's dedication to partnering with exceptional, technology-savvy firms that are committed to enhancing service delivery to their clients. With both firms poised for growth and innovation, this partnership is set to redefine the landscape of accounting and advisory services in North Carolina.

For more insights on this strategic investment and its implications for the accounting and advisory landscape, stay tuned for further updates.