Exit Planning Institute North Texas Chapter Social

Date:  June 8, 2017  4:30- 6:30
Place: Nick and Sam's, 8111 Preston Rd, Dallas 75225  (Preston Center SW corner)
Members: $15; Non-Members $20
Register: Here

"Working Capital - What You Don't Know Can Sabotage the Transaction"

Date: July 14, 2017  7:30-9:00
Place: Salmon Sims Thomas CPAs, 12720 Hillcrest Rd, Suite 900 Dallas, TX 75230
Members: $15; Non-Members $20
Speakers:  Monty Walker and Robert Rough

Register: Here

" Could Exit Planning Have Saved This Family and its Business"

Date: August 11, 2017  7:30- 9:00
Place: Salmon Sims Thomas CPAs, 12720 Hillcrest Rd, Suite 900, Dallas, TX 75230
Members: $15; Non-Members $20
Speakers: Doug Box, Interviewed by Mariann Montgomery
Register: Here

"Business Value for Exit Planning-Triggers Drivers Approaches"

Date: September 8, 2017  7:30-9:00
Place: Salmon Sims Thomas CPAs , Suite 900, Dallas 75230
Members: $15  Non-Members- $20
Speakers: Chris Mercer
Register: Here



In the words of our clients:

"Everything you are doing to help us prepare to sell are issues that I told my partner we needed to address over the last 20 plus years.  We just never had the time or expertise."  VDR, Shareholder


“Before we started working with Business Wealth Solutions, we were like a boat without a rudder. We now have a strategic plan to guide our company's growth. BWS delivered exceptional value for the cost, helping to make it possible for us to exit sooner than we had expected and still achieve the lifestyle we had hoped for."
- R.W. and G.W., Business Owners

“The team at Business Wealth Solutions not only provided a plan to help me grow my business, it has given me the tools to monitor my company’s performance short-term and anticipate needed action long-term. As a result, I feel like I am more in charge of my future and on-target to reach my goals.”
- M.B, President, Marketing Services Company

“I didn't think exit planning would apply to our business. I was surprised. It was very relevant.”
- Woman Business Owner, WBCS Member

“You are great to work with. You not only have a good head for numbers and know how to grow a company, but you are also excellent at communicating ideas. We really enjoy working with you.”
- D.D.L., Vice President, International Marketing, Health Care Company

"If you want to eventually sell your business and you are not formally planning now, you are a moron!"  -J.H., Business Owner Client

"I appreciate your insights and how you have given us a healthier perspective on how to look at our company."  - C.B., Business Owner 

How Can We Help?

From financial planning to transitioning ownership, see how Business Wealth Solutions goes to work for you. Using tried and true methods, we take a comprehensive approach to ensure your success.

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