TOP 30 Business transition planning in Houston, Texas

26 results found

Houston Office Solutions is a comprehensive institution located at 9040 Scranton Street in Houston, Texas, United States. As a furniture store, home goods store, moving company, and store all in one, we offer a wide range of services to help you create the perfect working environment for your company. With our reliable receiving, delivery, installation, and moving services, we are dedicated to bringing your office space together seamlessly. Whether you have a small office or a large corporation, we specialize in business office furniture installation and decommissioning services for businesses and dealers.

PGP Advisory is a finance institution located in San Antonio, Texas, specializing in providing exceptional advisory services to sellers and buyers of businesses. With a team of experienced professionals, including experts in the field and highly capable partners, PGP Advisory ensures that clients receive the most accurate information and advice when making important financial decisions. Whether you are looking to sell your business or purchase a new one, PGP Advisory can guide you through the complex process, helping you achieve the highest possible value for your business or find the right opportunity for your investment. Contact us today to schedule a consultation and start your journey towards financial success.

Creative Planning is a top-ranked independent advisory firm located at 2717 Commercial Center Boulevard in Katy, Texas. Specializing in finance, we offer comprehensive wealth management services tailored to each client's needs. Our team of wealth managers in the Houston Area is dedicated to helping you achieve your financial goals and providing you with peace of mind. We prioritize privacy and will not share your personal information with third parties. Contact us today to set up a free consultation and start your journey to a richer way to wealth.

Located in Houston, Texas, FCA Corp is a trusted independent wealth management and financial planning firm that has been serving high-net-worth individuals and families since 1975. With a team of highly credentialed professionals, including CFP®, CPA, JD, MBA, and Tax – LLM, FCA Corp offers comprehensive services tailored to each client's unique needs. At FCA Corp, clients can expect a personalized approach to wealth management that takes into account their individual goals and aspirations. The firm's 360-degree, goals-based planning process covers all aspects of a client's financial life, including tax planning and preparation, asset management, and strategic business consulting.

New Heights Planning is a premier financial institution located in the vibrant city of Houston, Texas. Situated at 540 Heights Boulevard, our experienced team of financial experts is dedicated to helping clients reach new heights of success through strategic financial planning. Whether you are looking to invest for the future, plan for retirement, or secure your financial legacy, our personalized approach and comprehensive services are designed to meet your unique needs. Trust New Heights Planning to guide you towards a secure and prosperous financial future.

Ashley Crest Apartments is a luxurious residential community located at 11900 Barwood Bend Drive in Houston, Texas. Nestled in a peaceful neighborhood, this apartment complex offers a range of spacious and modern units to cater to your every need. With top-notch amenities such as a sparkling swimming pool, fitness center, and beautifully landscaped grounds, residents can enjoy a comfortable and convenient lifestyle. The prime location provides easy access to shopping, dining, and entertainment options, making Ashley Crest Apartments the perfect place to call home in Houston.

DSV is a global freight forwarder located at 15993 Diplomatic Plaza Drive, Houston, Texas, United States. Whether you are a large corporation or a small startup, we are here to support your business growth with end-to-end, integrated supply chain solutions. Our new warehouse in Dallas adds an additional 1 million square feet of high-efficiency storage and order fulfillment services. Despite recent disruptions such as the collapse of the Francis Scott Key Bridge at the US Port of Baltimore, we remain committed to providing reliable shipping services. The Panama Canal Authority has no plans for transit restrictions until at least April, ensuring smooth sailing for your cargo. Contact our experts today for the solution you need to streamline your logistics operations.

Petrosewicz Law Firm, P.C. is a trusted institution located at 121 Farm to Market 359 in Richmond, Texas. Since 1991, the firm has been dedicated to protecting their clients and their legacy. Specializing in Estate Planning, Trust Administration, Medicaid, and Probate, Petrosewicz Law Firm serves clients in Fort Bend County, Texas and throughout the Houston–Fulshear–Sugar Land-Needville Metropolitan Area. With offices in Richmond and Katy, the firm's experienced attorneys provide high quality legal services that prioritize the needs of their clients. They work diligently to design and implement effective plans that preserve and perpetuate family wealth. Whether you need assistance with asset protection, estate planning, or estate administration, Petrosewicz Law Firm is committed to guiding you through life's transitions with care and compassion. Ms. Petrosewicz is also fluent in Spanish, ensuring that language is not a barrier for clients seeking legal assistance. Choose Petrosewicz Law Firm for comprehensive legal services that focus on you, your family, and your future.

The Executive MBA program at this university in Houston, Texas, offers experienced professionals the opportunity to enhance their leadership skills, expand their business knowledge, and advance their careers. With a focus on practical, real-world applications, the program provides a comprehensive curriculum taught by industry experts and renowned faculty. Participants will benefit from a diverse and dynamic learning environment, networking opportunities, and a flexible schedule designed to accommodate busy professionals. Whether seeking to accelerate their career growth, transition to a new industry, or start their own business, the Executive MBA program provides the tools and resources needed to succeed in today's competitive business landscape.

Baker Wealth Strategies is a finance institution located at 13100 Wortham Center Drive in Houston, Texas, United States. Specializing in business ownership, individual and family wealth management, we view each client's financial situation as a unique puzzle to solve. Our mission is to educate, encourage, and engage our clients in their financial journey, instilling confidence and conviction along the way. With a team dedicated to building lasting and trusted relationships, we offer personalized guidance and advice to help clients navigate tax planning, financial growth, business succession, retirement, and estate planning. Our holistic approach ensures that each client's wealth strategy is tailored to their unique circumstances, whether they are business owners, entrepreneurs, or individuals with special needs or blended families.

Ferguson Alliance is a renowned institution located at 1400 Broadfield Boulevard in Houston, Texas, United States. Specializing in practical strategies to help family-owned businesses overcome challenges, grow, and successfully transition when the time is right, Ferguson Alliance is led by Rob, an expert in resolving family conflicts within businesses. With a focus on whether the business should prioritize family or vice versa, Rob brings a calm and comforting presence to his work, ensuring that the client's best interests are always at the forefront. Rob's extensive experience in running a large company with thousands of employees, coupled with his communication and business skills, make him a valuable asset to any family business seeking to thrive. Clients have seen tremendous turnarounds and growth in their businesses under Rob's mentorship, with profits doubling and even tripling in some cases.

Insight Wealth Strategies is a leading accounting and finance institution located at 1800 West Loop South in Houston, Texas. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their wealth management goals. With a focus on insight-driven strategies, we offer a range of services including financial planning, investment management, and retirement planning. Whether you are an individual looking to grow your wealth or a business seeking financial guidance, Insight Wealth Strategies is here to help you navigate the complexities of the financial world. Visit us today to learn more about how we can help you secure your financial future.

Tanglewood Legacy Advisors, LLC is a boutique finance institution located at One Riverway Drive in Houston, Texas, United States. Specializing in Family CFO Services driven by stewardship and built on experience, we cater to Entrepreneurs and Family Stewards looking to understand their options for business exit strategies and wealth preservation. Our team of financial advocates and partners work closely with families to create customized action plans that address financial, tax, business, philanthropic, and estate planning needs. For Entrepreneurs and Business Owners, we offer expertise in Liquidity and Exit Planning, ensuring a smooth transition from Founder to asset management.

William M Probe is a financial advisor at Ameriprise Financial Services, LLC located at 3200 Southwest Freeway in Houston, Texas, United States. William holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate William's expertise in a wide range of financial planning areas, including asset management, retirement planning, estate planning, investment management, and more. With a commitment to ethical practices and ongoing education, William is dedicated to helping individuals and businesses achieve their financial goals. Contact William M Probe at Ameriprise Financial Services, LLC for personalized financial advice tailored to your unique needs.

BNZ Management & Consultants is a reputable institution located at 6065 Hillcroft Street in Houston, Texas, United States. With a strong focus on providing expert management and consulting services, BNZ is dedicated to helping businesses thrive and succeed in today's competitive market. Their team of experienced professionals offers personalized solutions tailored to meet the specific needs of each client. Whether you are looking for strategic planning, financial analysis, or operational support, BNZ Management & Consultants is committed to delivering top-notch services to help you achieve your goals.

Memorial Psychiatry, located at 929 Gessner Road in Houston, Texas, offers comprehensive psychiatric diagnosis and personalized treatment by experienced board certified psychiatrists. Our team is dedicated to providing the most up-to-date and accurate care for individuals of all ages. We prioritize avoiding long waiting lists and strive to offer appointments within a few days, or even on the same day. At Memorial Psychiatry, we believe in providing all care directly by our board certified psychiatrists, without delegating to non-physicians. Our services cover a wide range of mental health conditions, including depression, anxiety, bipolar disorder, obsessive-compulsive disorder, ADHD, autism spectrum disorders, addiction, eating disorders, PTSD, psychotic disorders, life transitions, stress, and more.

Bruce Quick - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 363 North Sam Houston Parkway East in Houston, Texas, is a finance institution offering a wide range of services to meet the diverse needs of individuals. Bruce Quick holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Bruce Quick's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Bruce Quick can provide tailored financial advice to help you achieve your goals.

La Vera Prestage - Financial Advisor at Ameriprise Financial Services, LLC, located at 5718 Westheimer Road, Houston, Texas, United States, offers a range of financial services and expertise. The institution provides various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics and ensure that advisors are well-equipped to provide expert advice to individuals, retirees, small business owners, and high net worth clients. The institution also offers specialized training for professionals serving military personnel and their families. With a commitment to ethical standards and ongoing education, La Vera Prestage - Financial Advisor provides comprehensive financial planning services to meet the diverse needs of clients.

Polaris Greystone Financial Group, LLC, located in Houston, Texas, United States, is a finance institution that believes in helping individuals and families enjoy life, pursue their goals, and experience well-being as a symbol of true wealth. With over 6,000 clients trusting them to build and preserve their wealth for generations, they offer a comprehensive suite of services including investment management, tax preparation, estate planning, and trust services. Their experienced advisors can introduce you to valuable relationships to build and transition your business, craft and execute sustainable plans, and mitigate risk in your stock grants. Their personalized approach to tax advice, investment management, and estate planning can help you achieve your financial goals with confidence.

Kevin Roth, CFP, CEPA, CM&AA is a boutique financial institution located at 900 Rockmead Drive in Houston, Texas, United States. Specializing in providing Family CFO services driven by stewardship and built on experience, we cater to entrepreneurs looking to understand their options for exiting and monetizing their businesses, as well as family stewards seeking to grow and protect their wealth for future generations. Our team of financial advocates and partners work closely with our clients to co-create action plans that address their financial, tax, business, philanthropic, and estate planning needs. We offer liquidity and exit planning services for entrepreneurs and business owners, helping them transition from founder to asset manager, preparing their businesses for sale, and ensuring the well-being of their families and employees.

David Hergert - Financial Advisor, Ameriprise Financial Services, LLC, located at 1331 Gemini Street, Houston, Texas, United States, is a finance institution offering a wide range of services to meet the financial needs of individuals and businesses. David Hergert holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise and commitment to providing clients with comprehensive and tailored financial advice. Whether you are planning for retirement, managing investments, or navigating complex financial situations, David Hergert is dedicated to helping you achieve your financial goals.

Reynolds & Assoc is a CPA accounting firm located at 2040 North Loop West, Houston, Texas, United States. We serve owner-operated businesses in Houston and beyond, providing top-notch financial services. Our secure customer portal allows access to your financial portfolio anytime, and we offer a free guide to help business owners prepare their transition plan. At Reynolds, we prioritize communication and value our clients' needs, helping them achieve their financial goals. We are committed to supporting our local business community through the Greater Heights Area Chamber of Commerce's annual scholarship program. Our team has navigated the challenges of the past year and is prepared to support our clients' changing needs. Additionally, we stay up to date with the latest features and improvements in QuickBooks Online to streamline processes and improve efficiency for our clients.

Major Decision LLC is a well-established institution located at 2101 CityWest Boulevard in Houston, Texas. Our mission is to provide expert guidance and support to individuals who are facing major decisions in their lives, whether it be choosing a career path, pursuing further education, or making important life choices. Our team of experienced professionals is dedicated to helping our clients navigate through these critical moments with confidence and clarity. With a focus on personalized attention and tailored solutions, Major Decision LLC is committed to empowering individuals to make informed decisions that will shape their future for the better.

Brenner & Elsea-Mandojana, LLC is an accounting and finance institution located at 3663 North Sam Houston Parkway East in Houston, Texas, United States. After ten years of successful collaboration, the firm has decided to dissolve and rebrand as separate CPA firms: CEM Global Tax Planning, LLC and Brenner Global Associates, LLC. Despite the change in name, the commitment to providing clients with excellent and professional services remains unchanged. The valued associates will transition to the new firms, ensuring that clients will continue to work with the same team of professionals. Email addresses will be forwarded to the new firms' email addresses, so clients can expect communication from the new addresses during the transition period. The team is excited to take these next steps and continue serving clients with dedication and expertise.

Welcome to Bay Area Recovery Center - Your Path to Recovery Located at 2915 S Sam Houston Pkwy E Suite 300, Houston, TX 77047, Bay Area Recovery Center has been a beacon of hope for individuals battling drug and alcohol addiction for over 30 years. Our dedicated team of licensed professionals is committed to providing the highest standard of care to help you or your loved ones achieve lasting sobriety.

Welcome to Bay Area Recovery Center – Alcohol & Drug Rehab, a leading rehabilitation facility located at 1100 Hercules Ave #130, Houston, TX 77058, United States. With over 30 years of experience in the field of drug and alcohol addiction treatment, we have successfully helped thousands of individuals reclaim their lives from substance abuse. At Bay Area Recovery Center, we understand addiction as a complex illness and offer a comprehensive range of services tailored to meet the unique needs of each individual. Our programs include detoxification, short and long-term residential inpatient care, partial-day treatment, Intensive Outpatient Programs (IOP), and Supportive Outpatient Programs (SOP). We take a holistic approach, focusing on treating the whole person rather than just the symptoms, equipping you with the skills necessary to lead a healthy, sober life.