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.
Cell phone text or call
Series 7, 66, 31, 3, 30
Cash flow enhancements
Provide advisor-types (M&A, business, revenue, etc.) access to our profitability analysis to help them service and advise their clients. We do not want to be in the advisory business.
Transition Planning Certification
Media and Entertainment
Every analysis completed so far (100’s) show C-level leaders hidden aspects of their company so they (and their advisors/consultants) can focus on critical segments to increase their profitability and business value.
Member for 1 year
Chapter Leadership Role
Why I'm a Member of XPX
As a leader of Profit Inc, an AI-driven profitability analysis, XPX is a perfect synergistic partner with like-minded professionals