Phone: (214) 217-7712
Tim’s primary passion is helping closely & privately held business owners formalize a plan for a successful exit and transition from their business…to the successors of their choice and on the most favorable financial terms. Passion for planning was started during 22-year career with the U.S. Marine Corps. Subsequently got involved in personal financial planning for individuals and families then with business entities and their owners. Helped several major financial services firm conglomerates develop internal succession/exit processes for their representatives. Also help start/stand-up/merge and wind-down several financial and other service businesses.
Obtained BSBA in Business Management while on active duty in the Marine Corps. Certified Exit Planner (CExP™) and held the FINRA Series 4, 7, 24, 27, 53, 63 66 licenses as well as life/health licenses. Tim is also an enrolled agent (EA). An enrolled agent is a federally licensed tax practitioner who has proven technical expertise in the field of taxation. Enrolled agents are empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service (IRS) for audits, collections, and appeals. Only EAs, attorneys, and certified public accountants (CPAs) may represent taxpayers before IRS.
Member of the National Association of Enrolled Agents; National Association of Tax Professionals; Financial Planning Association; Texas Association of Business Brokers and active member of The BEI Network of Exit Planning Professionals™—the most widely respected and successful Exit Planning network in North America—his firm uses The BEI Seven Step Exit Planning Process™, a systematic process that is universal in its practice but unique in its outcomes. The Process works because it centers on your goals, your situation, and your needs. BEI members have used this Process for businesses of various sizes, scopes, and industries across North America, allowing owners who implement the Process to exit their businesses on their terms.