Your Partner in Business Growth
We combine financial expertise with strategic business acumen to help Dallas-Fort Worth companies navigate challenges and capitalize on opportunities.
Strategic Insight
Data-driven recommendations backed by deep industry knowledge and financial analysis.
Trusted Partnership
We become an extension of your team, invested in your success with long-term relationships.
Proven Results
Track record of helping businesses achieve 35%+ revenue growth and successful exits.
Business Advisory Services
Comprehensive advisory solutions for every stage of your business journey
Business Formation & Structure
Expert guidance on entity selection, formation, and restructuring for optimal tax and liability protection.
- LLC, S-Corp, C-Corp formation
- Entity restructuring analysis
- Operating agreements & bylaws
Business Valuation
Comprehensive business valuations for sales, acquisitions, partnerships, and estate planning.
- Fair market value assessments
- Buy-sell agreement valuations
- Litigation support valuations
Strategic Planning
Develop and execute growth strategies with financial modeling and market analysis.
- Growth strategy development
- Market expansion analysis
- Competitive positioning
Mergers & Acquisitions
Full-service M&A support from target identification through post-merger integration.
- Due diligence support
- Deal structure optimization
- Integration planning
Industries We Serve
Deep expertise across key Dallas-Fort Worth industries
Technology & SaaS
Professional Services
Healthcare
Real Estate
Manufacturing
Retail & E-commerce
Construction
Hospitality
Frequently Asked Questions
What size businesses do you work with?
We work with businesses at all stages—from startups seeking guidance on entity formation to established companies with $50M+ in revenue planning for acquisitions or exits. Our advisory services scale to meet your needs.
How is business advisory different from accounting?
While accounting focuses on recording and reporting financial transactions, business advisory is forward-looking. We help you make strategic decisions about growth, structure, operations, and long-term planning based on financial analysis and market insights.
How long does a business valuation take?
A comprehensive business valuation typically takes 2-4 weeks depending on complexity. We'll need access to 3-5 years of financial statements, tax returns, and operational data. Rush valuations are available when needed.
Can you help with succession planning?
Absolutely. Succession planning is one of our specialties. We help business owners develop comprehensive exit strategies, whether that's transitioning to family members, selling to employees (ESOP), or preparing for a third-party sale.
Do you work with businesses outside of Dallas?
Yes, while we're based in Dallas and serve the DFW metroplex primarily, we work with businesses throughout Texas and have clients in multiple states. Many of our advisory services can be delivered remotely.