Call Me When... There is a small-medium sized owner/business who needs to get their analytics house cleanup and exit ready

Call Me When... you need an CPA firm resource for your accounting needs!

Call Me When... you have a client with people problems (hiring, performance issues, leadership development)

Call Me When... Small tyo Medium companies need help growing their sales numbers

Call Me When... you are need information about exit planning, preparing businesses for sale and business transactions.

Call Me When... you'd like to see more profits through Artificial Intelligence and Better Operations

Call Me When... You need to start a new business, sell a business or have a contract reviewed or prepared

Call Me When... A middle-market business owner would like to sell their company in 12 to 24 months, and they're not prepared to go to market.

Call Me When... I am an M&A and securities attorney. Please call me if you are undertaking a securities offering and need securities counsel. Please call me if you want to position your company in advance of an exit and need a professional to coordinate

Call Me When... Operationally oriented private investment firm

Call Me When... Business structuring, as well as buying and selling companies

Call Me When... I would be happy to help if anyone is interested in getting an SBA loan to purchase their business, buy a partner out, help them buy a building, start a business, expand their business, working capital and more. We have a 1% referral fee.

Call Me When... A business requires risk management, planning, recruiting/retention or financial planning

Call Me When... companies want to sell or raise capital

Call Me When... anytime

Call Me When... you would like to sell or buy a business

Call Me When... Call or text (214) 202-8939 for any matter - meetings, events, coordination, etc. Profit Inc HQ is in Fort Worth, but I live/work from Frisco TX.

Call Me When... you need any commercial banking services from any commercial loan product to cash management services.

Call Me When... Boutique HR outsourcing for middle market companies including payroll, HR, benefits, COVID policy

Call Me When... No matter how successful your business is, one of two things will happen to your organization. You're either going to experience growth so great it will outstrip your control or you will hit a ceiling you can't breakthrough.

Call Me When... in need of a CPA and CEPA

Call Me When... an owner is on the fence with their offers. Bernstein can model their lifestyle goals to show how those offers will fit their desires and needs.

Call Me When... clients are considering selling or purchasing a business and need legal counsel to advise them on the legal ramifications of their deal.

Call Me When... Borrowers need debt financing, particularly SBA lending

Call Me When... company's are needing to become more efficient and effective in their day-to-day HR processes.