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TOP 30 Succession planning for business owners in Texas
173 results found
Search for local businesses, places and services near you
DR Business Solutions
DR Business Solutions is a comprehensive accounting and finance institution located at 8910 Bandera Road in San Antonio, Texas. Our services include monthly bookkeeping, financial statement preparation, business performance reports, and full payroll service. We cater to small businesses, independent contractors, rental property owners, and self-employed individuals, including Uber and Amazon drivers, construction workers, and truck drivers. In addition to tax return preparation, we handle corporate returns, sales tax returns, and payroll reports for the IRS and Texas Workforce Commission. Our team also assists with IRS letters, payment agreements, and amendments. We provide consulting for new businesses and operational diagnostics for existing businesses to reduce costs and improve efficiency.
Texas Real Estate & Business Law Firm PLLC
Texas Real Estate & Business Law Firm PLLC is a trusted legal institution located in Houston, Texas. Our team of experienced lawyers specializes in real estate and business law, providing top-notch legal services to our clients. Whether you are a homeowner, real estate investor, or business owner, our firm is dedicated to helping you navigate the complexities of the legal system. With a commitment to excellence and a track record of success, Texas Real Estate & Business Law Firm PLLC is your go-to destination for all your legal needs. Visit us at 1400 Broadfield Boulevard, Houston, Texas, United States to schedule a consultation with one of our skilled attorneys.
Succession Institute
The Succession Institute, located in Austin, Texas, is an institution specializing in accounting and finance. They believe in core principles that can help businesses manage their operations and employees successfully and profitably. The institute offers customized processes to help organizations achieve their goals, including strategic planning facilitation and competency assessments. The owners of the institute have extensive experience in various aspects of business operations and offer training through webcasts, speaking events, and books. Visit their website for more information on upcoming events and training materials.
Prairie View A&M University Small Business Development Center
The Prairie View A&M University Small Business Development Center (SBDC) is a valuable resource for small and medium-sized business owners and managers in Prairie View, Texas. Located at 39725 Owens Road, the SBDC offers free business consulting and affordable training seminars to help entrepreneurs succeed. The center is part of the SBDC Network and provides assistance with business planning, marketing, finance, management, and more. Whether you are a start-up entrepreneur or a seasoned business owner, the PVAMU SBDC can help you develop strategies to attract customers, increase sales, and improve profitability. The center's consultants have practical experience in various fields and offer guidance on a range of business topics. In addition to training seminars, the center also provides special assistance for businesses looking to sell to the government, expand internationally, or commercialize their technology.
8 Fifteen Consulting & Business Planning | Amarillo Texas
8 Fifteen Consulting & Business Planning in Amarillo, Texas, is a finance institution dedicated to helping small businesses and startups achieve sustainable profitability. Located at 6501 Blue Ridge Court, our team offers business planning and consulting services to clarify the path to success for entrepreneurs. We believe in planning ahead to avoid foreseeable problems and ensure smooth growth. With our PAAAR System and financial modeling tools, we help business owners make informed decisions and implement effective strategies. Our customized plans are tailored to each client's unique business needs and goals. We prioritize the balance between day-to-day operations and future growth, ensuring that your business thrives while aligning with your personal priorities. Whether you are launching a new business or seeking to grow an existing one, our team is here to support you every step of the way. Let us help you build a successful business that fits your life.
Trilogy Financial Planning
Trilogy Financial Planning is a leading finance institution located at 6090 Surety Drive in El Paso, Texas. With a team of experienced financial advisors, Trilogy specializes in providing comprehensive financial planning services to help clients achieve their financial goals and secure their future. Whether you are planning for retirement, saving for education, or investing for the future, Trilogy Financial Planning is dedicated to providing personalized solutions tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards financial success.
Advanced Planning Inc
Advanced Planning Inc is a leading finance and insurance agency located at 566 Kimball Avenue in Southlake, Texas. With a team of experienced professionals, we provide comprehensive financial planning services and insurance solutions tailored to meet our clients' individual needs. Whether you are looking to secure your financial future, protect your assets, or plan for retirement, our experts are here to help you every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.
Benold Financial Planning
Benold Financial Planning is a leading institution located at 130 North Preston Road in Prosper, Texas, United States. Specializing in financial planning for physicians and healthcare professionals, our services include cash flow analysis, retirement planning, investment planning, insurance needs analysis, college education planning, small business planning, and estate plan analysis. With a focus on helping our clients achieve their financial goals, we provide personalized and comprehensive strategies to secure their financial future.
Right Decision Financial Planning
Right Decision Financial Planning, located at 7043 Terrece Ridge in Katy, Texas, has been providing independent fiduciary investment services since 2002. As a Registered Investment Adviser (RIA), we are held to the highest standard of client care, always putting our client's interests first and fully disclosing any potential conflicts of interest. Unlike traditional advisors, we do not directly hold customer funds or securities, instead, the client's assets are held at their chosen custodian for safekeeping. Our services include investment advisory and financial planning, with a focus on structuring prudent fiduciary processes around planning and investment management. We monitor our clients' progress on an ongoing basis and meet with them at least annually to discuss their financial goals. We work with most major custodians, offering our clients the flexibility to choose the custodian that best suits their needs.
JL INTEGRATED BUSINESS SERVICES
JL Integrated Business Services is a professional institution located at 6838 Bourgeois Road in Houston, Texas, United States. Specializing in accounting and finance, we offer a wide range of services to help business owners and executives make informed decisions and achieve financial success. Our team of experts provide support for QuickBooks and other accounting software, bookkeeping, tax preparation and filing, as well as advisory services tailored to meet the unique needs of each client. At JL Integrated Business Services, we understand the importance of focusing on your business while outsourcing essential financial tasks. Our dedicated accounting teams, consisting of experienced bookkeepers and software specialists, work closely with clients to establish positive relationships and ensure efficient service delivery. From compiling financial reports to providing assistance with business loans and financial forecasting, we offer comprehensive accounting and bookkeeping solutions to support your business growth.
WISE Financial Planning
WISE Financial Planning is a leading finance institution located at 3903 Bellaire Boulevard in Houston, Texas. Our team of experienced financial planners are dedicated to providing personalized and comprehensive financial services to help our clients achieve their goals. Whether you are planning for retirement, saving for your child's education, or looking to invest for the future, we are here to guide you every step of the way. At WISE Financial Planning, we believe in empowering our clients to make wise financial decisions that will secure their financial future. Contact us today to schedule a consultation and start planning for a brighter tomorrow.
New Heights Planning
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.
Timothy Fleming, MBA - Endurance Financial Planning, LLC
Timothy Fleming, MBA - Endurance Financial Planning, LLC is a finance institution located at 1525 Lakeville Drive in Texas, United States. Specializing in providing expert financial planning services, Timothy Fleming and his team offer personalized solutions to help clients achieve their financial goals and secure their financial future. With a focus on endurance and long-term success, this institution is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.
Truvize Financial Planning
Truvize Financial Planning, located at 11323 Rojas Drive, El Paso, Texas, is a finance institution that believes in providing transparent and thoughtful financial advice to clients from all walks of life. Their experienced financial professionals are dedicated to helping clients achieve their financial goals and live life on their own terms. The institution offers personalized financial planning services, including comprehensive financial plans, insurance planning, investment planning, tax planning, and more. Truvize believes in putting the client's interests first and maintaining open and honest communication throughout the financial planning process. With a focus on building trust-based relationships and providing honest advice, Truvize aims to change the way people think about financial planning. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Members of the Truvize team are committed to helping clients plan for their future and achieve financial success, while also prioritizing their personal values and relationships outside of work. Whether you're a high-income earner, business owner, or someone just starting to think about your financial future, Truvize Financial Planning is here to help you take control of your finances and move forward with confidence.
Planned Success Financial Service
Planned Success Financial Service is a premier finance institution located at 4532 Fern Valley Drive in Fort Worth, Texas, United States. Our dedicated team of financial experts is committed to helping our clients achieve their financial goals and plan for a successful future. We offer a wide range of financial services including investment planning, retirement planning, wealth management, and more. With personalized attention and tailored solutions, we strive to provide our clients with the tools and resources they need to secure their financial well-being. Trust Planned Success Financial Service to guide you towards a prosperous and secure financial future.
Munshi CPA, P.C. | Tax & Business Advisors
Munshi CPA, P.C. is a trusted tax and business advisory firm located at 1600 Highway 6 in Sugar Land, Texas, United States. With a team of experienced professionals, we provide expert guidance and support to individuals and businesses in navigating complex tax laws and maximizing financial success. Our personalized approach ensures that each client receives tailored solutions to meet their specific needs. Whether you are looking for tax planning, accounting services, or strategic business advice, Munshi CPA, P.C. is here to help you achieve your goals.
N'Spired Concierge Business Consulting & Developments (formerly A'Z Business Consulting & Developments)
N'Spired Concierge Business Consulting & Developments, formerly known as A'Z Business Consulting & Developments, is a professional institution located at 6925 Masters, Manvel, Texas, United States. Specializing in accounting and finance, we understand the challenges that come with building a successful business. Led by CEO LeTricia White, our team is dedicated to helping individuals, startups, and small to mid-size businesses navigate the complexities of entrepreneurship. Our services include branding, website creation, logo design, business formation, professional email setup, business credit assistance, and more. We strive to alleviate the stress of new business owners by handling all aspects of business growth. With over 18 years of experience, LeTricia is a seasoned business consultant who is committed to helping clients achieve their goals.
Walker Glantz PLLC, an Austin CPA Firm for Entrepreneurs
Walker Glantz PLLC is a top-rated CPA firm in Austin, Texas, specializing in providing comprehensive accounting and financial services to entrepreneurs. Located at 500 West 2nd Street, our team of experienced professionals is dedicated to helping small business owners navigate the complexities of managing their finances and maximizing their profits. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to provide personalized solutions tailored to your unique business needs. Trust Walker Glantz PLLC to be your trusted partner in achieving financial success.
WebNUTRI Full Suite for dietitians
WebNUTRI Full Suite for dietitians, located at 660 South Bagdad Road, Leander, Texas, is a comprehensive mentorship program and office space provider for aspiring and established registered dietitian nutritionists (RDNs). Our services are designed to help RDNs start, grow, and expand their private practices, with a focus on profitability and success in the field. As a six-figure private practice dietitian and successful group practice owner, we offer personalized, one-on-one mentorship to RDNs at all stages of their careers. Whether you're a new RD, RD eligible, or already in private practice looking to elevate your game, our experienced team can provide the guidance and feedback you need to succeed.
Lamar University Small Business Development Center
The Lamar University Small Business Development Center is a valuable resource for small business owners and entrepreneurs in Beaumont, Texas. Located at 5091 Rolfe Christopher Drive, the center offers a wide range of services and programs to help small businesses thrive and grow. From one-on-one consulting and training workshops to access to funding opportunities and market research, the SBDC is dedicated to supporting the success of local businesses. Whether you're just starting out or looking to expand, the experts at Lamar University SBDC are here to help you achieve your goals.
SCORE
SCORE is an institution located at 615 East Houston Street in San Antonio, Texas, United States. The organization offers free expert help to individuals looking to start or grow their small businesses. SCORE San Antonio volunteers are experienced entrepreneurs, corporate managers, and executives who provide their knowledge and experience to help small business professionals succeed. They offer free business advice, low-cost or no-cost training, and a variety of templates and tools to support business growth. One success story from SCORE San Antonio is Vera's Art, a small business offering art classes and events. With the help of SCORE, Vera's Art has expanded its offerings and improved its marketing strategy, becoming a beloved creative outlet in the San Antonio community.
BOSS Back Office Support Services, LLC
BOSS Back Office Support Services, LLC is a leading accounting and finance institution located at 5710 Watauga Road in Watauga, Texas, United States. Our team specializes in providing real-time bookkeeping services, personalized 13-week cashflow forecasts, and proactive, data-driven decision-making support to help small businesses stay ahead of their competitors. Whether you are a small business owner or a CPA Firm looking to outsource bookkeeping, our experienced staff will create a customized plan to support you every step of the way. With our critical problem-solving skills and easy-to-understand financial visuals, you can always stay informed about your financial state and make confident decisions for your business.
Generational Group
Generational Group is a finance institution located at 3400 North Central Expressway in Richardson, Texas, United States. With a focus on helping clients navigate the complexities of financial transactions, Generational Group offers a range of services including mergers and acquisitions, business valuations, and strategic consulting. Their team of experienced professionals provides personalized guidance to clients looking to achieve their financial goals and maximize their investments. Whether you are looking to buy or sell a business, Generational Group is dedicated to helping you make informed decisions and secure successful outcomes.
Snowfox
Snowfox is a renowned institution located at 1801 South Voss Road in Houston, Texas, United States. Specializing in food and meal takeaway, Snowfox is a leading restaurant managed by JFE Franchising, Inc. With over 1,300 full-service sushi bars in U.S. supermarkets, wholesale, university, and corporate settings, Snowfox partners with major retail chains such as Kroger, Costco, Fry’s Food and Drug, and more. At Snowfox, franchisees are at the core of the experience, receiving comprehensive management and operational support to ensure success. With access to world-class project teams, training at a cutting-edge sushi academy, food safety programs, and field support, owners are equipped with the necessary tools to thrive. A recent milestone includes the conversion of 155 Kroger locations as part of a Kroger expansion.
Champions Insurance Agency
Champions Insurance Agency, located at 1305 West Parkwood Avenue in Friendswood, Texas, is a leading insurance agency offering personalized solutions for both businesses and individuals. Established in 2002, Champions Insurance has rapidly grown into a reputable brokerage and risk management firm with a dedicated team of professionals. Our commercial lines department specializes in developing tailored insurance solutions to protect your unique business from potential risks. On the other hand, our personal lines department is committed to providing peace of mind and protection for you, your family, and your assets.
Gardens at Old Town Helotes
The Gardens at Old Town Helotes is a stunning venue located at 15060 Antonio Drive in Helotes, Texas. With both indoor and outdoor spaces, we can accommodate up to 200 guests for weddings, corporate events, and graduation parties. Just 20 minutes outside of downtown San Antonio, our venue offers a peaceful escape from the busy city streets. This hidden gem in the Texas Hill Country is the perfect setting for fairy-tale micro-weddings, pop-up events, and elopements. The beautiful grounds, including a tree swing and picturesque oak trees, provide the ideal backdrop for capturing unforgettable moments.
Dollar Tree
Dollar Tree is a versatile institution located at 2411 Texas Boulevard in Weslaco, Texas, United States. This store offers a wide range of products including food, furniture, groceries, home goods, and more at extremely affordable prices. With new items arriving weekly, Dollar Tree aims to provide customers with a fun shopping experience filled with amazing deals on household items, cleaning supplies, beauty products, toys, school supplies, and much more. In addition to everyday essentials, Dollar Tree also features a Snack Zone where customers can find a variety of snacks and beverages for any occasion. From healthier options like nuts and dried fruit to classic favorites like chips and cookies, the Snack Zone has something for everyone. Cold beverages such as soda, juice, energy drinks, and water are also available to quench your thirst.
Ramiro Galindo
Ramiro Galindo is a reputable health institution located at 6801 McPherson Road in Laredo, Texas, United States. This institution offers a wide range of pharmacy services, including prescription medications, over-the-counter drugs, and medical supplies. In addition to its pharmacy services, Ramiro Galindo also operates as a store, providing customers with a convenient one-stop shop for all their health-related needs. With a dedicated team of knowledgeable staff members, Ramiro Galindo is committed to providing top-notch care and exceptional customer service to all who walk through its doors.
Dominique Miles - State Farm Insurance Agent
Dominique Miles - State Farm Insurance Agent is a trusted insurance agency located at 4817 Fredericksburg Road, San Antonio, Texas. Our office is conveniently situated across the street from the Humane Society, near Loop 410 and Highway 10, kitty corner to Wonderland Mall. March is the perfect time to review your insurance coverage, whether it's for your home, auto, health, or life. Our dedicated team is here to help you assess your policies and ensure you have the protection you need for unexpected events. Dominique, the owner, has a background in Marketing and Theater Arts, and she opened her State Farm Insurance agency in 2019 after a successful career in banking. She is passionate about helping people protect their assets and families with various insurance options. Agnes, a key team member, specializes in business insurance and is bilingual in Spanish. Trey, another team member, is excellent in customer service and handles a wide range of insurance types. RJ, Dominique's son, assists with billing questions and documentation.
GBMB Insurance Agency
GBMB Insurance Agency, located at 120 Oak Creek Court in San Antonio, Texas, is an independent insurance and financial services company dedicated to helping you secure your family's financial future and the success of your business. Our team of experts provides information on a variety of insurance products from top companies to help you make informed decisions and create a personalized financial security plan. We serve clients in the San Antonio area and throughout Texas, offering Personal Insurance coverages such as Auto, Homeowners, Motorcycle, Boat & Watercraft, and Flood Insurance. For businesses, we provide Commercial insurance options including Business Owners Policy, General Liability, Commercial Auto, Workers Compensation, and Group Health Insurance.
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