"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


Core Team

Our Core Team includes advisors, entrepreneurs, and former business owners with decades of experience in growing enterprise value.  We are skilled  at both strategic planning and operations improvement.

We can:

  • Identify strategies to increase revenues
  • Identify process improvement opportunities to maximize profitability

Not only do we identify and design what needs to be done,  we actually roll up our sleeves and get to work implementing our recommendations.  We work with you until  you and your team are comfortable with your  new path to increased revenues and improved processes to maximize the bottom line.  To make sure you stay on track, we follow-up on a monthly, quarterly, or annual basis.           

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Value Opportunity Profile - CertifiedPractitioner