ADVISORY SERVICES FOR BUSINESS OWNERS AND HIGH NET WORTH FAMILIES

We believe that financial planning never ends and is necessary for our community to prosper. Whether you're at the beginning of your career and just starting to build wealth and/or a business, or are planning for the next step in your career or leaving your legacy, what you build within your family, community, and financial investments will carry forward.

How We Help

Exit Planning

70%-80% of businesses fail to sell-are you prepared?

Business Advisory Services

Our business advisors have years of experience studying and working with businesses like yours.

Finances for Individuals

Customized financial plans that fit your life today as well as into the future.

Exit Planning Resources

Articles, Videos and Resources to Help You Prepare

Maximize Value

March 30, 2020 |

How do I maximize the value of my company?

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Determining Value

March 30, 2020 |

How do I determine the value of my company?

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Planning

March 30, 2020 |

When do I need to start planning my exit?

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Exit Strategy

March 30, 2020 |

How do I determine my exit strategy?

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Famous or Rich: 9 Ways Value Builders Prioritize Wealth Over Recognition

March 6, 2020 |

You’ll discover: The surprisingly simple strategy behind one founder’s $87 million exit The strategic move that took…

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The Surprising Way Companies Like Netflix and Amazon Conduct Market Research

June 21, 2019 |

Companies like Netflix, UrthBox, and Amazon are leveraging the subscription business model to discover what their customers…

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CONTACT US

3321 Unicorn Lake Blvd, Suite 122
Denton, Texas 76210

Call: (940) 391-5336

Schedule an Appointment