First Annual Business Owner Summit
Driving Growth | Building Value
Location
Houston Country Club,
1 Potomac Dr, Houston, TX 77057
Date
Thursday, February 13th, 2025
Our Sponsors
Platinum

you need a commercial lender and banker

companies are seeking growth strategy, marketing, and communications pre, during and post transaction

You're a business owner, or know of a business owner, that needs an investment bank or M&A firm to manage the entire process of selling/buying a business or obtaining financing.

Gold

Executive or Professional Search / Recruiting ; Consulting on Talent Acquisition/ Team and Board Build; Executive Coach

Want to take a company from good to great. International Professional Speaker on topics from marketing and sales to belief systems and improving team performance

If you need any assistance with key hires or executive searches, looking for training & development for your team or executive team, need support for outplacement, require a speaker to discuss a key topic for your organization tailored to your needs.

Chief Visionary and Owner of CEO CLUBS IMPACT WORLDWIDE


You have an owner that wants to sell their busienss or an Owner or CEO that wants to be a Better Leader, make Better Decision, and ultimately get Better Results for their business.
Silver

You have a client that is looking to sell their business. We help owners and founders sell their business confidentially and for maximum value.

You are in need of audit or transaction advisory services. I specialize in companies and transactions where there is either some clean-up or complex matters that need to be addressed.

you need finance or human resource support including fractional/interim or outsourcing consulting assistance, QofE, a v360 view of your business for strategic planning.

You are planning a transaction involving the sale, purchase, or investment of or in a business or real estate project (including a joint venture)
Goody Bag

Name Tag

You are in need of audit or transaction advisory services. I specialize in companies and transactions where there is either some clean-up or complex matters that need to be addressed.

You have a client that is looking to sell their business. We help owners and founders sell their business confidentially and for maximum value.
Bronze

you need an SBA Expert who can do deals nationwide. We are a top 20 SBA Lender Nationwide

You need a business valuation - tax and estate planning, buy-sell, M&A, share-based comp, dispute resolution / litigation support, ESOPs, etc. We also assist clients with the sale process.

Equipment, working capital or acquisition funding; relationship banking

You want to increase the value of your company by growing revenue in an efficient and scalable way.

I represent buyers and sellers of businesses - guiding owners and investors before, during and following transactions.