Upon learning about a specific project, Rick usually provides sample modeling pertaining to the investor’s needs at no charge. The prospect can then determine whether to go forward; sometimes this is all that is needed.
After the initial pro bono analysis, a cost quote is provided. Typically, the charge is determined by the project, not an hourly rate. He has also been known to work for equity. This is an arrangement that clients greatly appreciate, as Rick provides ongoing support for the business.
With a bachelor’s degree from UNC Chapel Hill and a Masters in Finance from Northeastern University in Boston, Rick honed his analytical and financial management skills over a thirty year career as a financial advisor.
Rick began in 1989 with Wheat First Securities which, after numerous mergers, eventually became Wells Fargo Advisors. Twenty five years later, Rick and his business partner launched Adams Chetwood Wealth Management Group to continue helping people grow their resources and plan financially for life’s events.
Today, Rick brings his knowledge and skills to the world of business and commercial real estate. Through his passion for financial analysis, Rick helps business owners and potential investors evaluate opportunities to be more profitable. Rick is also committed to helping his community prosper. He has served on the Board of Trustees for Durham Technical Community College and currently chairs Parents for Educational Freedom in North Carolina. Rick also serves the local chapter of Young Life and his home church, First Baptist Durham.
In 1987, Rick married Jane Woodson Adams, also a UNC grad. They have four adult children spread around North Carolina, Colorado, and Massachusetts. Rick and Jane moved to Durham in 1994 and have enjoyed witnessing the renaissance of this delightful city, Rick’s hometown.
In December 2019, Rick sold his interest in the wealth management firm he founded and opened Adams Financial Analysis, LLC, a business devoted to analyzing commercial real estate projects and privately held companies.
As a Financial Analyst, Rick Adams provides modeling on real estate, small businesses, and unconventional projects. His passion for this work causes him to be adept at communicating with clients who are unfamiliar with finance.
FIND OUT HOW WE CAN HELP YOUR BUSINESS
At Rick’s Financial Analysis, we believe that your business is our priority. To prove this, we offer several consultations and an initial financial analysis of your business free of charge. Our mission is to help your business succeed. Schedule your free consultation today and we can get started making a business simple together.