"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


Testimonials

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.

View our approach

Value Opportunity Profile - CertifiedPractitioner