Trusted Advisors.
Transformative Results.
We partner with businesses to unlock growth, streamline operations, and build lasting competitive advantage.
Build Your Business on a Strong Foundation
You've decided to take your skills, your idea, or your product to market — whether that means launching a small business built on your craftsmanship or pursuing a larger vision. No matter how you arrived at this moment, congratulations. Taking the first step is an achievement in itself.
What most new entrepreneurs discover quickly is that some of the most essential parts of running a business are rarely taught and often overlooked. These gaps can slow your launch, drain your time, and distract you from what you truly want to be doing: building your product, serving customers, and growing your business.
The Reality
The Hidden Challenges Every Entrepreneur Faces
For specialists, these topics are second nature. For entrepreneurs, they're often last-minute afterthoughts — not because they're unimportant, but because being the champion of your product is a full-time job. Yet when these areas aren't understood and properly managed, they can quietly erode profitability and create avoidable risk.
Evergreen Advisors helps you turn these complexities into clarity.
Education & Training
Our Programs
Practical, hands-on programs designed to give you the knowledge and confidence to run your business with clarity.
Program 1: The Office Manager Certificate
2-Day CourseA practical, two-day course covering the operational backbone of a business. You'll learn how to confidently manage:
- Secretary of State filings and business setup
- Required insurance policies
- Accounting systems and business software
- Technology accounts and access management
- W-9 and I-9 requirements
- Property and sales tax obligations
- Payroll setup, payroll taxes, and selecting a payroll provider
- Hiring processes aligned with your business plan
- Choosing the right insurance package
- And dozens of other essential administrative responsibilities
Program 2: Financial Intelligence for Non-Financial Leaders
Manager ProgramA manager-focused program that teaches how everyday decisions impact the financial health of the business.
You'll learn:
- The fundamentals of financial statements
- How to make profitability-driven decisions
- How to evaluate growth, expansion, and investment opportunities
- How staffing, people costs, and HR decisions affect financial outcomes
- Key insurance and legal considerations every manager should understand
Our Founder
Meet Darrin J. Smith, MBA
Chief Financial Officer | Strategic Advisor | Executive Coach
Darrin J. Smith is a seasoned Chief Financial Officer and enterprise finance executive with 26 years of leadership experience in CFO and COO roles across manufacturing, industrial, distribution, and multi-entity organizations. He founded Evergreen Advisors to bring Fortune-caliber financial leadership directly to growing businesses — translating complex financial disciplines into practical, results-driven outcomes.
Darrin's career includes serving as CFO and board member for a national equipment manufacturing company, a $1 billion asset enterprise where he helped deliver 48% compound annual growth over seven years. He has scaled company revenue by 550%, returned companies to profitability, managed financial activity across 11 tax entities in four states, and built global distribution operations that grew revenues from $6 million to $36 million.
A decorated U.S. Army Captain and veteran, Darrin brings the discipline, accountability, and operational rigor of military leadership to every client engagement. He holds an MBA from the University of Southern California Marshall School of Business and a BA in Economics from Elon University.
Our Framework
Meet Our Approach
Diagnose
We start with a deep-dive assessment of your organization's strengths, weaknesses, and market position to uncover the real challenges and opportunities.
Design
We co-create tailored strategies and implementation roadmaps with your leadership team, ensuring buy-in and alignment at every level of the organization.
Deliver
We work shoulder-to-shoulder with your team to execute plans, measure outcomes, and iterate until lasting results are achieved and embedded in your culture.
What We Offer
Our Services
Comprehensive advisory solutions tailored to your unique challenges and growth ambitions.
Financial Advisory for Business
Strategic financial guidance to strengthen your balance sheet, optimize cash flow, and drive profitable growth — from budgeting and forecasting to capital structure and M&A readiness.
Financial Training for Leaders and Staff
Hands-on workshops and training programs that build financial literacy across your organization, empowering managers and teams to make smarter, data-driven decisions every day.
Financial Executive Coaching
One-on-one coaching for CFOs, controllers, and finance leaders to sharpen strategic thinking, strengthen boardroom presence, and navigate complex financial decisions with confidence.
KPI Development
We design and implement meaningful key performance indicators tailored to your business, giving leadership clear visibility into what drives results and where to focus for maximum impact.
Finance and Accounting Best Practices
Comprehensive assessments and implementation of industry-leading finance and accounting standards, ensuring your processes, controls, and reporting meet the highest benchmarks of accuracy and efficiency.
Team Financial Coaching
Putting it all together. You have created a strategy and created a financially intelligent team. Team coaching is a program to keep the team on target with measures, reporting and regular check ins on progress to your goals. Evergreen Advisors is your partner to stay on track.
Knowledge Hub
Insights & Articles
Get In Touch
Let's Work Together
Ready to take your business to the next level? Reach out and let's start the conversation.
Phone
(919) 344-0059
Location
Raleigh, NC
Business Hours
Mon–Fri, 8:00 AM – 6:00 PM ET