The boundaries, in plain language
What I don't do.
This list is longer than most consultants would put on a website. That's deliberate. Knowing exactly where somebody stops is how you know what they are.
No legal advice. No tax advice. No valuation of record. No listing, no buyer representation, and no commission, success fee or finder's fee. Not ever, on anything.
Some of this work needs a lawyer, a CPA, an appraiser, a lender or a financial advisor. When it does, I'll tell you. And I'll say who does it.
| I don't | Who does |
|---|---|
| Give legal advice or draft your agreements | A Texas business attorney. I'll help you know what to ask for. |
| Give tax advice or prepare returns | Your CPA. If you don't have a good one, that's usually finding number one. |
| Produce a valuation of record | A credentialed appraiser. What I give you is a read on what's holding the number down, not a number. |
| List your business or find you a buyer | A business broker or M&A firm, if and when you decide to go. I have no stake in whether you do. |
| Manage money or sell any financial product | A financial advisor. I don't take referral fees from them, so I have nothing to gain by pointing you anywhere. |
| Guarantee an outcome | Nobody honest does. What I'll show you is what moved, in numbers, every month. |
| Work with two direct competitors at once | Somebody else. One person can't build an information barrier, so I decline the second one. |
If that's the kind of boundary you want, the next step is a call.
Talk to me