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Showing 1 - 12 of 18 results
BUSINESS VALUATION ADVISORS, LLC DBA BVA GROUP LLC
BUSINESS VALUATION ADVISORS, LLC DBA BVA GROUP LLC
Plano, Texas
50-99 employees
Founded in 1974, BVA is a boutique litigation, valuation, and financial advisory firm. This year marks our 50th in business–a legacy built on the collective power of our people, and a milestone we are proud to celebrate. With integrity, conviction, and unmatched precision, our team of experts serve as trusted advisors to a diverse set of law firms, organizations, and enterprises across a wide range of industries. BVA’s professionals have experience in Big Four accounting, investment banking, and strategy consulting. Our clients include Fortune 100 companies, private equity firms and other privately funded enterprises, family-owned businesses, accounting firms, and law firms. No matter what you do, BVA has the expertise to bring clarity and resolution to the highly complex litigation, valuation, and financial situations you face. At BVA, we are focused on the personal development of our team members, because our firm is powered by our people. We are committed to the progressive development of each individual.
Retirement Benefits Rank
Market Leading
GAUGE CAPITAL LLC
GAUGE CAPITAL LLC
Southlake, Texas
50-99 employees
Gauge Capital is a private equity firm that partners with owners, managers and equity stakeholders of successful middle-market companies to maximize their potential. Gauge’s primary aim is long-term, sustainable value creation through alignment of interests, transformational change and organic and strategically acquired growth. The Gauge team collaborates with management and its network of advisors and influencers and primarily focuses on four things: (1) optimizing the strategy and value creation agenda; (2) ensuring the right talent exists at the management and board levels; (3) creating alignment among all stakeholders; and (4) providing sufficient capital to achieve the company’s vision. Gauge invests in high-potential businesses in the United States and Canada with $5-50 million in EBITDA. Typical transactions include management buy-outs, recapitalizations, divestitures, consolidation, and growth investments.
Retirement Benefits Rank
Top Benefits
SFMG, LLC
SFMG, LLC
Plano, Texas
25-49 employees
SFMG Wealth Advisors is a Dallas-based, fee-only Registered Investment Advisor (RIA) comprised of professionals with a variety of unique backgrounds and viewpoints. Founded in 2002 and locally owned, our team offers high-touch, personalized financial planning and wealth management for high-net worth families, business owners, executives and private equity investors. The SFMG Wealth Advisors’ client relationship philosophy is simple: to consistently deliver advice that creates successful and confident clients. We strive to help plan their future, manage their financial affairs, allowing them to enjoy living with financial confidence, and providing peace of mind, for life. To learn more about SFMG Wealth Advisors, visit our website at www.sfmg.com.
Retirement Benefits Rank
Market Leading
MOSS, LUSE & WOMBLE, LLC
MOSS, LUSE & WOMBLE, LLC
Plano, Texas
25-49 employees
At Moss, Luse & Womble, LLC, we look for people who care about what they do and who they are. As a company, we also care about having fun and giving back to our community. Using our collaborative approach, all team members learn the full breadth of our comprehensive service offerings through internal professional growth opportunities. We believe this is imperative to providing exceptional client service. Our senior planners lead their teams with the expectation that staff accountants, paraplanners and associate planners will perform at their best because they are continually challenged to improve and excel. We learn from the bottom up and every task is important. Our goal is to ensure that our people are fulfilled in their roles and have every opportunity to advance their careers. For information on current job openings, visit http://www.mlwfinancial.com/careers/.
Retirement Benefits Rank
Below Market
BRENNAN FINANCIAL SERVICES, LLC
BRENNAN FINANCIAL SERVICES, LLC
Addison, Texas
1-24 employees
Since 1983, Brennan Financial Services has thrived on meaningful personal relationships between the client and the advisor, with ongoing communication about not only financial markets but how financial choices can help people to use their money to have the lives they want. Founded by David Brennan, and now managed by his children Darren Brennan and Debra Brennan Tagg, the mission at BFS has not changed for thirty five years: to help clients pursue financial independence through personalized investment and financial strategies. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Financial planning services offered through BFS Advisory Group, LLC, a registered investment advisor. Insurance is offered by Debra Brennan Tagg as an independent insurance agent. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Retirement Benefits Rank
Top Benefits
CECIL BENEFITS GROUP, INC. DBA CECILCO
CECIL BENEFITS GROUP, INC. DBA CECILCO
Dallas, Texas
1-24 employees
Where Retirement Plan Performance Is Measurable CecilCo 401(k) Managed Solutions is a well-established leader in providing customized solutions, passionately delivered and powered by a commitment to building a successful plan by creating better performance in critical areas of plan operation and design. Improving measurable performance in areas such as plan participation, fiduciary process, investment fund selection and effective plan design with friendly administration results in successful 401(k) Plans. A Time Tested, Turn-Key approach For almost 40 years we have helped our clients become good Stewards of their employees' retirement futures with Insightful Design, Rigorous Processes and Loyal Collaboration delivered as a seamlessly integrated solution. Accredited Fiduciary Process UnBiased, Performance Driven Advice & Management The CecilCo Participant Experience Pursuit of Retirement Readiness Expert Plan Design & Administration Full Plan Design and Compliance Services
Retirement Benefits Rank
Market Competitive
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TRINITY PRIVATE EQUITY GROUP, LLC
TRINITY PRIVATE EQUITY GROUP, LLC
Southlake, Texas
25-49 employees
Hunting Alpha for our Investors Founded by experienced entrepreneurs in 2006, Trinity is a lower middle-market private equity firm with a $5B+ portfolio of operating company and commercial real estate investments. Focused on providing strategic, flexible capital to companies and sponsors with sustainable growth potential, Trinity has a proven track record of helping businesses and individuals across a variety of industries and markets transform and expand their operations. Trinity’s investment professionals and partners have extensive experience founding, growing, operating, and selling companies. Trinity targets companies with $20-100 million in revenue and $2-10 million in EBITDA with proven management teams, diversified customers/products/services, defensible competitive advantages, strategically viable growth prospects, and opportunities for operational improvements/efficiencies. Trinity also has a significant commercial real estate portfolio, partnering with sponsors to invest across a variety of asset classes including multifamily, hospitality, senior living, and industrial. Investments include both new construction developments and existing value-add/rehabilitation projects.'​ *Trinity Investors only works with accredited investors. Investments are illiquid, and diversification is key to a managed portfolio.
Retirement Benefits Rank
Market Competitive
TEXAS SECURITIES, INC.
TEXAS SECURITIES, INC.
Carrollton, Texas
1-24 employees
For the Accredited Investor looking to diversify their portfolio with valuable tax advantages and potential monthly income, Crown Exploration offers Oil and Gas interests in drilling projects across the United States. For more than 27 years, Crown has set itself apart from other exploration companies by applying new technology to proven areas, keeping its investors completely informed, and holding up to unparalleled industry standards.
Retirement Benefits Rank
Top Benefits
VISIONPOINT GROUP LLC
VISIONPOINT GROUP LLC
Dallas, Texas
25-49 employees
VisionPoint Advisors, founded in 1982, in an independent Registered Investment Advisor and financial services company with over 25 advisors in 7 states and with four management offices located in Dallas, TX (Headquarters), Sioux Falls, SD, Wichita, KS, and West Des Moines, IA. We serve our clients, employees, advisors, and business owners in a manner that impact professional growth, personal satisfaction, and financial success. VisionPoint continues to build a professionally managed firm with the Core Values of Collaboration with a Team, Service mentality, positively Impact those we serve; to do this we must be Hungry, Humble, and People Smart. Securities offered through LPL Financial. Member SIPC (www.sipc.org). Investment advice offered through VisionPoint Advisory Group, LLC, a Registered Investment Advisor, and a separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.vpadvisor.com.
Retirement Benefits Rank
Below Market
WEALTH PARTNERS ALLIANCE
WEALTH PARTNERS ALLIANCE
Dallas, Texas
1-24 employees
Wealth Partners Alliance is an independent Advisor led company founded by Wealth Advisors to leverage technology, resources, and strategic partnerships in order to deliver superior client experiences and financial outcomes. Wealth Partners Alliance provides all investment advisory services through Concurrent Investment Advisors, LLC (“Concurrent”), an SEC Registered Investment Advisor.
Retirement Benefits Rank
Market Leading
SECURITIES TRANSFER CORPORATION
SECURITIES TRANSFER CORPORATION
Plano, Texas
1-24 employees
Securities Transfer Corporation is a full service stock transfer agent and fund administrator providing industry leading service at an affordable cost.
Retirement Benefits Rank
Below Market
TRIBUTE CAPITAL PARTNERS, LLC
TRIBUTE CAPITAL PARTNERS, LLC
Irving, Texas
1-24 employees
Tribute Capital Partners (“Tribute”) is a Dallas based company, focused on strategic solutions for financial institutions holding bankrupt and other challenged consumer loan accounts. Please reach out to us to explore how we can help you cut costs and maximize recovery on your accounts.
Retirement Benefits Rank
Below Market