"What Financial Buyers Want"

Speaker: Ryan Schultz, CPA (Evolve Capital) and
Thomas B. Hoyt (Independent Bankers Capital Funds)

Date: March 10, 2017
Place: Travis Wolff Accountants, 15950 N Dallas Parkway, Suite 600 Dallas, TX 75248
Register: Here


"Practical Considerations When Selling to Employees"

Speaker: Greg Reed, CFP and Steve Goodner

Date: April 14, 2017
Place: Travis Wolff Accountants, 15950 N Dallas Parkway, Suite 600 Dallas, TX 75248
Register: Here


"Passing the Torch to the Next Generation-Key Considerations"

Speakers: Cleve Clinton (Grey Reed McGraw) and
Greg Sampson (Gray Reed McGraw)

Date: May 12, 2017
Place: Travis Wolff Accountants, 15950 N Dallas Parkway, Suite 600 Dallas, TX 75248
Register: Here


Who We Are

Led by Joan Ridley, our multidisciplinary team is comprised of seasoned practice area specialists. We are happy to work with any of your existing key advisors and to augment with our professionals as needed. Our alliance with wealth management and mergers and acquisitions firms results in a seamless, stress-free value maximization and ownership transition process.

Your best interests are at the center of everything we do. When you engage us, you can be confident that you are bringing an objective point of view to the table. We are a team of accomplished professionals with substantial expertise in growing enterprise value and profitability including designing shareholder transition strategies. We have been advisors to a variety of industries including manufacturing, wholesale distribution, business to business services, technology, financial services, and transportation.

We invite you to learn more about our team:

Joan Ridley

Core Team

 

Interested in Learning More?

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