Luke Haggerty

Luke brings more than 10 years of experience as a public accounting professional, including 7 years with a national firm. He specializes in partnership and corporate income tax compliance, accounting for income taxes under ASC 740, and tax planning and compliance for business combinations.

His additional areas of expertise include working with high-net-worth families and individuals, multi-state filing for Subchapter C consolidated corporations, closely held companies, and international tax compliance. Luke also has experience with exit planning strategies and tax due diligence.

He provides a full range of income tax compliance and planning services to a diverse range of middle-market clients, with a primary focus on private-equity-owned enterprises. Luke works with both public and private companies across various industries, including real estate, retail, hospitality, technology, biotech and medical devices, and legal services. In his free time, Luke enjoys boating, fishing, attending church, and spending time outdoors with his wife and children. Professional Qualifications & Memberships American Institute of Certified Public Accountants (AICPA) – Member Florida Institute of Certified Public Accountants (FICPA) – Member

Education Jacksonville State University – Bachelor of Science in Accounting

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What Is the Business Owners Council?

The Business Owners Council (BOC) is a collaborative network of experienced financial, legal, tax, and business advisors focused on one outcome: helping business owners build value and exit on their terms.

Founded in 2008 and inspired by the principles of strategic exit planning, the BOC connects entrepreneurs with coordinated expertise designed to align business growth with personal financial goals.

We don’t just help you grow your company — we help ensure that growth translates into lasting wealth.

Not sure if this is for you? Use the form to request a consultation if it isn’t the right fit, we’ll point you to better resources.

Meet Our Board of Advisors

Wealth Advisor
Glen Turner Headshot

Glen Turner

Glen’s expertise is particularly focused on assisting individual clients with complex wealth management and retirement needs. He also has extensive experience working with business owners on the intricate issues involved in exit and succession planning.

Attorney
Kelly Sturmthal Headshot

Kelly Sturmthal

Kelly's expertise spans the areas of estate planning, growth and exit business planning, finance, banking, real estate, consulting, law office partnerships, family business ownership, and practical plans for protecting a family's legacy.

M & A Advisor
Jeff Weiss Headshot

Jeff Weiss

Jeff is a seasoned dealmaker with over 25 years of success driving growth, unlocking value, and closing high-stakes transactions

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Why an ESOP (Employee Stock Ownership Plan) Might be a Good Alternative for a Business Exit Plan

Employee Stock Ownership Plans (ESOPs) can be an excellent alternative for business exit planning. ...more

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March 01, 20262 min read

Why normalizing finances might be a good idea before selling your business

Why normalizing finances might be a good idea before selling your business

New Blog Post DescriptioWhen preparing to sell a business, one of the most important yet sometimes overlooked steps is normalizing the financial statements. n ...more

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March 01, 20262 min read

Planning the Last Chapter

Planning the Last Chapter

For most entrepreneurs, starting and growing a business is an exhilarating journey. But one chapter often gets overlooked: how the story ends. ...more

Glen

March 01, 20263 min read

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