H. Lowell Oakley, Jr., CPA

Professional Experience

Lowell has worked in public accounting for more than thirty years with a wide variety of mid-market, privately held companies and individuals in the areas of business improvement and profit enhancement consulting, accounting, audit & assurance, taxation and taxation planning, merger and acquisitions, strategic, succession and exit planning, management advisory services and personal financial planning. Lowell was the first in North Carolina to be designated as a Certified Profit Enhancement Consultant (CPEC) by the Institute of Profit Advisors. The Institute is a national organization dedicated to training it’s business improvement consultants how to work with businesses to enhance profits, empower and train employees to be responsible for constantly improving their organization, promote efficiency in a company’s core business processes and increase its shareholder and stakeholder value. Lowell’s designation certifies that he has demonstrated his ability as a business and profit improvement coach in the areas listed above and has completed rigorous training designed to help businesses increase profits and thus increase corporate and shareholder value. He has worked with many businesses using this process to help reach their goals, solve problems that have been unsolved for years, and unlock hidden profits in organizations.

Lowell has developed an in-depth understanding of services for professional service companies, physicians and physician practices, construction contractors and subcontractors, real estate developers, manufacturing and distribution, health care, nonprofits, and ERISA audits for retirement plans. Prior to public accounting, he worked in international accounting and finance for The Wall Street Journal, a Fortune 500 Company owned by Dow Jones and Company.

Professional Activities

• American Institute of Certified Public Accountants
• North Carolina Association of Certified Public Accountants
• Institute of Profit Advisors
• AICPA Tax Planning and Advising for Closely Held Business Certificate
• Certified Profit Enhancement Consultant

Certifications

• Certified Public Accountant

Community Involvement

• Croasdaile Country Club, Chairman of the Board, President, Director, and Treasurer
• New Durham Finance Corporation, Director
• Durham Jaycees, Vice President, Board Member
• Durham Arts Council, Board Member, Finance Committee
• Durham Tech Community College Foundation, Board Member and Finance Committee
• Durham Academy School, Finance Committee
• Council for Entrepreneurial Development, Member
• Medical Group Management Association, Member
• Association for General Contractors, Member
• Construction Financial Management Association, Member
• Home Builders Association of Durham and Orange Counties, Member
• CPA Association International Construction, Member
• Exchange Club, Member
• Greater Durham Chamber of Commerce, Member
• Economic Development Committee, Member

Education

• Bachelor of Science in Business Administration with Accounting Concentration, East Carolina University, Greenville, NC

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