H. Lowell Oakley, Jr.
...H. Lowell Oakley, Jr., CPA, CPEC, is a shareholder of Thomas, Knight, Trent, King and Company.In addition to his client responsibilities, Lowell serves as shareholder in charge of the Profit Enhancement Group and practice development for the firm.He graduated from East Carolina University in 1980 with a Bachelor of Science degree in Business and Accounting. Lowell joined the firm in 1983 after working in international accounting and finance for the The Wall Street Journal, a Fortune 500 company owned by Dow Jones & Company.Lowell
works closely with a wide variety of privately held companies and individuals in the areas of profit enhancement consulting, audit and accounting, taxation, merger and acquisitions, management advisory services and personal financial planning.He
has developed an in-depth understanding of services for construction contractors and subcontractors, real estate developers, manufacturing and retail, health care, service companies, and publishing.
In 1999, 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 one of a kind national organization dedicated to enhance profits, empower efficiency in business processes and increase shareholder value.Lowell's designation is the highest the institute offers.It certifies that he
has demonstrated his
ability as a "profit coach" in the areas listed above, and has completed rigorous training and education at the Institute designed to help businesses increase profits and shareholder value. Lowell is a member of the American Institute of Certified Public Accountants (AICPA), the North Carolina Association of Certified Public Accountants, Institute of Profit Advisors, Practice Development Institute's Construction and Health Care Advisors, AICPA's Tax Planning and Advising for Closely Held Business Certificate program and is registered as a certified public accountant in the state of New Jersey.He also has been active in his community serving as an officer of the Jaycees and Durham Arts Council, member of the Exchange Club, Home Builders Association, Chamber of Commerce, and Croasdaile Country Club. He
frequently provides seminars to business and civic groups on such topics as understanding financial statements, maximizing cash flow, personal financial planning and lectures in accounting and finance for Duke University's
continuing education program.A native North Carolinian, Lowell
enjoys golf, horseback riding and travel.He
wife, Scarlett are actively involved in their church and raising their son, Lowell III, and daughter, Lydia.