The 30 Best Working capital solutions in Texas
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Buckingham Strategic Wealth
Buckingham Strategic Wealth, located at 3773 Richmond Avenue in Houston, Texas, offers a personalized and consultative fee-only wealth management process for clients. Their team in Houston works closely with clients to define financial goals and create a comprehensive financial plan to achieve them. Services include portfolio management, retirement planning, risk management, education funding, and more. The Houston office became part of Buckingham in 2015 through the acquisition of Posey Capital Management. Since 2001, the team has been dedicated to serving as trusted advisors to clients, helping them make informed financial decisions and secure their financial futures.
RiFi Consulting
RiFi Consulting is a leading management consulting firm located at 1710 Thornhampton Court, Houston, Texas, United States. Our team of experienced consultants offers a wide range of services to help businesses achieve their goals and overcome challenges. From strategic planning to process improvement, we work closely with our clients to deliver customized solutions that drive success. With a reputation for excellence and a commitment to client satisfaction, RiFi Consulting is your trusted partner for all your consulting needs.
LKJ Financial
LKJ Financial, located at 550 Post Oak Boulevard in Houston, Texas, is a finance institution dedicated to helping good people make great decisions so they can enjoy amazing lives. With a focus on financial planning for retirement, our services go beyond just investing to encompass budgeting, tax management, insurance, and income planning. We believe in bringing all the pieces of your financial life together to create a unique plan that works for you now and in the future. Our proactive and diversified investment philosophy prioritizes capital preservation while seeking growth and consistent income. We offer institutional money management services that were once only available to the ultra-wealthy, providing sophisticated and transparent asset management to all our clients. As an independent advisory firm, we answer to you, not corporate structures or profit motives. Our fiduciary standard of care ensures that we always put your interests first and disclose any potential conflicts of interest.
Factor Funding Co
Factor Funding Co is a finance institution located at 2800 Post Oak Boulevard in Houston, Texas. We specialize in providing funding solutions for businesses to help them manage their cash flow and grow their operations. Our experienced team works closely with clients to tailor financing options that meet their specific needs. Whether you are looking for invoice factoring, purchase order financing, or other types of funding, Factor Funding Co is here to help. Contact us today to learn more about how we can support your business goals.
Front Line Advisory Group
Front Line Advisory Group is a leading provider of Program Management Consultant services for the Travis County, Texas Transportation and Natural Resources Department. Located in Dripping Springs, Texas, our institution specializes in managing the county's Capital Improvement Program, including a diverse range of infrastructure projects such as roads, bridges, and parks. With a focus on data-driven project delivery and control systems, we utilize cutting-edge project management software and tools to ensure the success of over 60 CIP projects. Our expertise in scope, schedule, and budget best practices, as outlined by the Project Management Institute, guarantees the achievement of desired benefits while minimizing risks and costs.
Actuarial Risk Management
Actuarial Risk Management is a leading institution specializing in finance and risk management, located at 5914 West Courtyard Drive in Austin, Texas, United States. Our team of expert actuaries and financial analysts work diligently to assess and manage risks for businesses and organizations, helping them make informed decisions to protect their assets and investments. With a focus on data analysis, statistical modeling, and forecasting, we provide tailored solutions to mitigate potential risks and maximize financial performance. Trust Actuarial Risk Management to safeguard your financial future.
Kruze Consulting
Kruze Consulting is a leading accounting and finance institution located at 100 Congress Avenue in Austin, Texas, United States. Specializing in providing bookkeeping services for startups, Kruze offers outsourced CFOs to help manage growing businesses, industry-specific expertise in bookkeeping, tax, FP&A, and more. The institution helps seed and venture-funded companies with projections, budgets, and tax credits, including Research & Development tax credits for eligible startups. With offices in San Francisco, Silicon Valley, Santa Monica, Los Angeles, New York, and Austin, Kruze Consulting has served over 800 fast-growing Seed, Series A, and Series B companies. Led by expert CPA Vanessa Kruze, the team at Kruze Consulting includes former VC partners and operating executives who assist startups with fundraising, M&A diligence, compliance, and financial modeling. Clients who have worked with Kruze have collectively raised over $15 billion in VC funding, making it a trusted partner for startups looking to navigate the complexities of finance and accounting. With a focus on providing high-touch, responsive services, Kruze Consulting sets startups up for fundraising success and offers expertise in preparing for VC funding rounds and M&A exits.
JMT Consulting Group
JMT Consulting Group, located in Round Rock, Texas, has been helping nonprofits optimize their financial systems since 1991. With a focus on operational efficiency, they have worked with over 2,000 nonprofits to improve outcomes for their missions. Their team of experts understands the unique needs of nonprofits and provides tailored solutions to meet those needs. From cloud-based financial software to HR solutions and budgeting tools, JMT offers a comprehensive suite of services to help nonprofits manage their finances effectively. With a dedication to their clients and a deep understanding of the nonprofit sector, JMT Consulting Group is a trusted partner for organizations looking to streamline their financial processes and focus on what matters most - their mission.
Corporate Investment
Corporate Investment is a leading finance institution located in Austin, Texas, specializing in sell-side M&A advisory services for successful lower middle-market business owners with values between $2 million and $20 million. With over 400 businesses sold since 1984, our experienced team of senior dealmakers will guide you through the M&A process to help you achieve your goals. Our proven 6 step process ensures that you receive top dollar for your business. Whether you are looking to attract strategic buyers or financial buyers, such as private equity firms, our team will work with you every step of the way. With offices in Austin and San Antonio, we serve markets throughout the southwest and have expertise in various business sectors including manufacturing, distribution, technology, and healthcare. Trust Corporate Investment to represent you in the sale of your business and experience the highest level of service and expertise in the industry.
Merrill Lynch Financial Advisor Carlos Fernandez
Merrill Lynch Financial Advisor Carlos Fernandez is a finance institution located at 4699 North Mesa Street, El Paso, Texas, United States. The team at Merrill Lynch is dedicated to understanding your values and goals in order to help you achieve financial success. Carlos Fernandez, with over 18 years of experience in the financial services industry, specializes in developing strategies for high-net-worth individuals, families, and businesses. His client-centered approach focuses on creating personalized asset-allocation recommendations to meet each client's unique financial objectives. Carlos, along with his team, provides ongoing support to ensure that the financial strategy implemented aligns with the client's goals and objectives. With a background in engineering and finance, Carlos is well-equipped to assist international clients with aspects such as currency hedging, financial privacy, capital preservation, and legacy planning. Merrill Lynch Wealth Management offers personalized financial planning through Merrill Personal Wealth Analysis™, centered on your goals and focused on achieving what matters most to you. Your financial advisor will work with you to understand your priorities, whether it's planning for retirement, saving for a home, or funding a child's education. By utilizing the Investment Personality Assessment, Merrill aims to customize your financial approach to align with your investing preferences and goals. As your life and goals evolve, Merrill Lynch Wealth Management will help you adjust your financial approach to reflect these changes.
Power Funding Ltd
Power Funding Ltd is a leading finance institution located at 1510 North Zaragoza Road in El Paso, Texas, United States. We specialize in providing funding solutions for businesses and individuals looking to achieve their financial goals. Our team of experts is dedicated to helping our clients secure the funding they need to succeed. With a focus on personalized service and innovative financial solutions, Power Funding Ltd is the go-to institution for all your financing needs. Contact us today to learn more about how we can help you reach your financial goals.
Cory Coker - Colonial Banking Commercial Lender
Cory Coker - Colonial Banking Commercial Lender is a trusted financial institution located at 10860 North Beach Street in Fort Worth, Texas. As a leading bank and finance provider, we specialize in commercial lending services for businesses of all sizes. Our team of experienced professionals is dedicated to helping clients secure the financing they need to grow and succeed. Whether you are looking to expand your operations, purchase new equipment, or invest in real estate, we have the expertise and resources to help you achieve your financial goals. Contact us today to learn more about our customized lending solutions and how we can support your business.
Wilcox Investment Bankers Dallas
Wilcox Investment Bankers Dallas is a boutique finance institution located at 711 Burnet Street in Coppell, Texas, United States. Specializing in the commercial and industrial sectors, our team of experienced M&A advisors offers extensive transaction experience, deep industry knowledge, and a broad network of relationships to assist clients in raising private capital for growth opportunities. We provide financial restructuring and distressed merger & acquisition advisory services, helping clients navigate complex business transactions with honesty and top-notch professional service. Founded in 2008, our mission at Wilcox Investment Bankers is to deliver high-quality advice and senior-level experience to achieve excellent outcomes for our commercial and industrial clients. We work with industrial manufacturing companies, distribution & supply chain management companies, business & industrial services providers, and energy services & equipment companies to support their financial needs and help them succeed in their respective industries.
A & E Business Products
A & E Business Products is a finance institution located at 2404 Texas Drive in Irving, Texas, United States. We provide a wide range of financial products and services to help businesses manage their finances effectively. Our experienced team is dedicated to helping our clients achieve their financial goals and grow their businesses. Visit us today to learn more about how we can help you succeed.
Funding Edge
Funding Edge is a finance institution located at 26254 Interstate 10 in Boerne, Texas, United States. We specialize in providing funding solutions for individuals and businesses looking to grow and succeed. Our experienced team of financial experts works closely with clients to tailor personalized financing options that meet their unique needs. Whether you are looking to expand your business, purchase a new home, or fund a major project, Funding Edge is here to help you achieve your financial goals. Contact us today to learn more about our services and how we can assist you in reaching your financial aspirations.
The Drake Group
The Drake Group is a prestigious finance institution located at 750 Town and Country Boulevard in Houston, Texas, United States. With a focus on providing top-notch financial services and expertise, The Drake Group is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management, or financial planning services, The Drake Group is committed to delivering exceptional results and personalized solutions to meet your needs. Trust The Drake Group for all your financial needs and experience the difference of working with a trusted and reputable institution.
Merrill Lynch Financial Advisor Shane S Young
Merrill Lynch Financial Advisor Shane S Young is a finance institution located at 5775 North Sam Houston Parkway West, Houston, Texas, United States. Supported by the global resources of Merrill, the team at Matula, Stubbs, Winkler, & Young Wealth Management is dedicated to building strong client relationships based on trust and personalized service. The institution offers insights, observations, and ideas to help clients pursue their financial goals during times of market volatility. With a focus on understanding each client's unique needs, priorities, and financial situation, the team works to design and implement personalized plans to help clients manage, grow, and preserve their wealth. The institution also offers access to the investment insights of Merrill and banking solutions from Bank of America to develop approaches designed to address clients' financial needs. As Merrill Lynch Wealth Management Advisors, the team is committed to helping clients navigate the financial and economic landscapes to achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, the team strives to help clients live their best financial lives.
Merrill Lynch Financial Advisor Kevin M Lopardo
Merrill Lynch Financial Advisor Kevin M Lopardo is a finance institution located at 3700 Buffalo Speedway, Houston, Texas, United States. Supported by the global resources of Merrill, the team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting as they change over time. The institution believes in achieving financial success by making investment decisions that align with your personally meaningful goals. Through conversations and assessments, the team helps you prioritize your goals and develop a customized financial approach. With access to investment insights and banking solutions, they work with you to manage, grow, and preserve your wealth for the future. The institution offers personalized plans, ongoing reviews, and adjustments to help you stay on track to achieve your financial goals. Get to know the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor to address your financial complexities and pursue your goals. Partner with Merrill Lynch Financial Advisor Kevin M Lopardo to live your best financial life.
Merrill Lynch Financial Advisor Santiago Vidales Hildebrandt
Merrill Lynch Financial Advisor Santiago Vidales Hildebrandt is located at 2800 Post Oak Boulevard in Houston, Texas. Santiago is a Vice President and International Financial Advisor with Merrill Lynch Wealth Management, specializing in working with high-net-worth individuals, families, business owners, and institutional clients both in the US and internationally. With a focus on personalized client experiences and a holistic goals-based approach, Santiago leverages the investment resources of Merrill and the banking capabilities of Bank of America to help clients achieve their financial goals. Santiago's background in Corporate and Investment Banking allows him to provide unique strategies across various disciplines, including investments, credit and lending, trust and estate planning, and business succession planning. Santiago is bilingual and a native Spanish speaker, with a Bachelor's degree in Economics from The University of Georgia. He holds FINRA Series 7 and Series 66 registrations. Prior to joining Merrill, Santiago worked in commercial banking at HSBC Bank and UBS Group, as well as in Corporate & Investment Banking at BBVA. Raised in Lima, Peru, Santiago has successfully founded business ventures in the services and real estate industries and enjoys playing tennis, traveling, and spending time with his family in Bellaire, Texas.
Merrill Lynch Financial Advisor Jeremy C Newton
The Merrill Lynch Financial Advisor Jeremy C Newton institution, located at 800 Capitol Street, Houston, Texas, United States, offers straightforward guidance and prudent financial choices to help clients build lasting wealth. The team at TSPN avoids risky investments and complex strategies, focusing on personalized support and world-class resources. With over 210 years of collective industry experience and $3 billion in client assets, the TSPN Wealth Management Group serves a select group of individuals, including CEOs, entrepreneurs, and executives. Their services include banking through Bank of America, N.A., and a personalized investment process that includes strategic asset allocation tailored to each client's goals, risk tolerance, and time horizon. The team meets with clients regularly to review performance and adjust strategies as needed. Merrill's global resources support the team, comprised of talented individuals dedicated to building strong client relationships based on trust and personalized service. Financial Advisor JJ, a University of Houston graduate with a specialization in Personal Financial Planning, works to help clients achieve their financial goals. Financial Advisor Sylvia is committed to helping families and business executives plan for their financial future, creating long-lasting relationships built on trust. Registered Wealth Management Client Associate Kate, fluent in Spanish and a world traveler, assists domestic and international clients with a background in social science research. The team at Merrill Lynch Financial Advisor Jeremy C Newton is dedicated to helping clients simplify the complexities of their financial lives and reach their financial goals.
Malone Wealth Ventures LLC
Malone Wealth Ventures LLC, located in Austin, Texas, is a finance institution dedicated to helping serious investors achieve a work-optional lifestyle by growing their wealth. With a focus on surpassing client's return on capital expectations, Malone Wealth offers full asset management and wealth-building advice across various investing styles, including trust accounts, retirement accounts, brokerage accounts, and 401k management. Unlike traditional firms, Malone Wealth adapts to changing market trends and client needs, providing deep market research, cyclical rotations, and tactical asset management to ensure above average returns. The team at Malone Wealth stays ahead of the curve by focusing on developing market trends, technical analysis, early innovative technology, and tax-advantaged investing.
Whitebox Advisors LLC
Whitebox Advisors LLC is a leading finance institution located at 2500 Bee Cave Road in Austin, Texas, United States. With a focus on providing innovative investment solutions, Whitebox Advisors LLC offers a wide range of financial services to clients around the world. Their team of experienced professionals work tirelessly to deliver superior results and help clients achieve their financial goals. Whether you are an individual investor or a corporate entity, Whitebox Advisors LLC is dedicated to providing personalized service and expert guidance to help you navigate the complexities of the financial markets.
Legend Fleet Service
Legend Fleet Service, located at 1001 Kennedy Lane in Saginaw, Texas, is a premier car repair institution specializing in mobile truck repair and fleet services in the Dallas-Fort Worth Metroplex. Founded in November 2021 by Steven Gonzales and Roland Belmares, Legend Fleet Service is dedicated to providing top-notch, on-site services to heavy-duty fleet owners and owner-operators in the area. With a team of experienced technicians and mechanics, Legend Fleet Service offers efficient, reliable, and affordable repairs and maintenance services tailored to each customer's needs. They serve a wide range of areas including Dallas, Fort Worth, Arlington, Plano, Garland, Irving, Grand Prairie, and more.
JNL Services Inc.
JNL Services Inc. is a reputable finance institution located at 8240 Antoine Drive in Houston, Texas, United States. With a strong focus on providing top-notch financial services, JNL Services Inc. offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world with confidence. Trust JNL Services Inc. for all your financial needs.
South Texas College Human Resources
South Texas College Human Resources is the department within South Texas College dedicated to managing all aspects of the university's workforce. Located at 2501 Pecan Boulevard in McAllen, Texas, this institution serves as the central hub for all employee-related matters, including recruitment, hiring, benefits administration, and professional development. With a focus on creating a positive and inclusive work environment, South Texas College Human Resources plays a vital role in supporting the university's mission of providing high-quality education to its students.
industry development center
The Industry Development Center at 5787 South Hampton Road in Dallas, Texas, is a cutting-edge university institution dedicated to fostering innovation and growth in various industries. Our center offers a wide range of resources, programs, and support services to help businesses thrive and succeed in today's competitive market. From industry-specific training and workshops to networking opportunities and access to state-of-the-art facilities, our center is committed to driving economic development and creating a vibrant business community. Join us at the Industry Development Center and unlock your potential for success.
PPG Tax
PPG Tax, located at 2501 Parkview Drive in Fort Worth, Texas, offers innovative and comprehensive tax solutions for businesses looking to protect the value of their assets. Specializing in property taxes, PPG Tax serves as a strong advocate for companies, providing expert advice and aggressive appeal opportunities to reduce expenses and increase operating income. Clients have praised PPG Tax for their honesty, hard work, and excellent communication throughout the process. The institution has a proven track record of delivering outstanding results, with clients experiencing significant taxable value reductions and successful appeals beyond the initial hearing.
Parachor Consulting
Parachor Consulting, located in Houston, Texas, is dedicated to helping businesses find and claim tax credits. Since 1981, we have been assisting companies in solving technical problems and designing innovative solutions. Our team works directly with clients to expedite stat sampling projects, improve substantiation, and reduce the risk of audits. In light of the COVID-19 pandemic, we offer a powerful credit to businesses that have experienced a drop in revenue. Additionally, we provide benefits to employers who hire individuals from targeted groups that have historically faced employment barriers.
Paul Oppermann CPA
Paul Oppermann CPA is a reputable public accounting firm located in Houston, Texas. Specializing in accounting and finance, our team of professionals offers tax consulting and preparation services for both individuals and businesses. With a client-centered approach, we strive to understand each client's unique needs and goals to provide personalized solutions. From tax compliance and preparation to IRS representation and accounting services, we are dedicated to helping clients navigate the ever-changing financial and regulatory landscape. Our services also include entity selection and restructuring, cash flow analysis, financial projections, and forecasts. We work with small businesses to minimize tax liabilities, maximize tax savings, and provide assistance during IRS audits and tax debt resolution. Our goal is to provide accurate financial information and support to help businesses maintain profitability and capitalize on new opportunities.
TAX-Man Consulting
TAX-Man Consulting is a premier accounting and finance institution located in Cedar Park, Texas, United States. We specialize in providing tax planning and compliance services for demanding entrepreneurs. Our highly experienced tax advisors are equipped to navigate complex tax situations, guide you through ever-changing tax codes and regulations, and assist with research, consulting, compliance, and planning. We understand that tax compliance can be a burden for businesses, which is why we strive to provide a seamless and efficient process. By leveraging cutting-edge technology and a value-driven approach, we aim to deliver quality results that you can count on, on time and on budget.
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