Small Cap (Less than $10 mm), Lower Middle-Market ($10 mm - $100 mm), Middle-Market ($100 mm - $500 mm)
City
Dallas
State
Texas
Country
USA
About Me (Company description, Biography, Services I provide):
We offer strategic planning services to private companies in the manufacturing, wholesale distribution & commercial services businesses.Our focus is assisting owners in growing the value of their company assets
& transferring those assets out of the company with the least loss from taxes & fees. Whether your ownership transition is to retirement or to another business, we can plan an efficient strategy & assist in its' execution.
Network with Me (Types of transactions I seek, Professionals I like to be referred):
We are seeking owners, accountants, advisers & other
professionals for our "ownership transition" services. It is important to note that we offer specialized knowledge to
assist owners & their current advisers in the development & execution of a coherent strategy to effeciently move assets out of a business entity.
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