David Tolson
Arete Advisors
Houston,
Texas
Contact
How to contact
(832) 910-8437
Professional Profile
Call Me When
A business owner needs overall transition leadership, developing & empowering a leadership team or integrating their personal financial planning into their business planning.
Professions
Wealth Manager
Functional Expertise
ESOPs
Estate planning
Family business
Finance
Financial Modelling
Investments
Management succession
Retirement
Risk management
Strategic planning
Exit/Transition Planning
Professional Certification
RICP
Transition Planning Certification or Methodology
CExP
Client Industries
Energy/Utilities
Manufacturing
Real Estate/Construction
Transportation/Storage
Wholesale/Distribution
Advisor Resource Relationships
AM&AA
BEI
Chapter information
Membership
Houston Individual
Member since
Member for 7 months
Why I'm a Member of XPX
Community of collaborative advisors helping business owners transition their businesses on their terms, realizing the greatest value at the lowest risk. Opportunity to learn, share & assist others & to develop meaningful professional relationships
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