Brian Lusco, founder of Upstate Business Advisors

About

Meet Brian Lusco.

Founder · Accredited Investment Fiduciary^®

Brian founded Upstate Business Advisors to give owners one place to bring the financial questions that usually get split across an accountant, a banker, and a planner: taxes, the monthly numbers, and the larger decisions about buying, selling, or stepping back.

He has spent seventeen years working with privately-held business owners on tax planning and preparation, fractional CFO engagements, buy-side diligence, sell-side preparation, and succession planning. The past eight of those years have been here in Upstate South Carolina, where he now works from offices in Simpsonville and Spartanburg.

How clients work with him. Brian is the advisor on every engagement and the person you meet with, in person or by video. Scope, deliverables, and fees are agreed in writing before work starts, and he coordinates with your existing accountant, banker, attorney, or wealth advisor where that helps.

Brian lives in the Upstate with his wife and kids.

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What comes up most often

Four patterns from the work.

Cash problems show up in the forecast weeks before they show up in the bank account. Owners who see a 13-week view every month make the decision early instead of in the week it lands.
Tax decisions are usually made by whoever is in the room at the time. When no one is coordinating the accountant, the banker, and the planner, opportunities are missed.
Books that are fine for running the business are often not fine for a buyer or a lender. Personal expenses, variable owner pay, and related-party transactions all get questioned.
Preparing a business for a sale takes longer than owners expect, and the structure of the deal matters as much as the headline price.

Credentials

Credentials.

Held

Accredited Investment Fiduciary®

A designation from Fi360 (now part of Broadridge). Earning it requires fiduciary training, an examination, relevant experience, and adherence to a code of ethics, with continuing education to maintain it.

Next step

Bring the question you’ve been turning over.

Send a short message and our office team will follow up to arrange a conversation with Brian. If this isn’t the right firm for your situation, he’ll say so and point you toward someone who is.

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