Brandt Schaars
Whitley Penn LLP
Fort Worth, Texas
Contact
How to contact
brandt.schaars@whitleypenn.com
Professional Profile
Call Me When
Owner considering a sale, recap, or growth inflection point and needs clarity on financial quality, normalization, and value drivers before engaging bankers.
Professions
Accountant
Functional Expertise
Bookkeeping
Business management
Buy side/Acquisitions
Cash management
Corporate finance
Due diligence
Financial Modelling
Investor relations
Private equity
Sell side/Divestiture
Business Focus
Lead financial due diligence (QoE) and advisory services for lower middle market companies, both buy and sell-side transactions, with a focus on preparing businesses for successful exits.
Professional Certification
CPA
Transition Planning Certification or Methodology
No formal certification; practical experience supporting sell-side readiness, financial normalization, and transaction execution for founder-owned and PE-backed businesses.
Client Industries
Business Services
Computer/Electronics
Consumer Services
Financial Services
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Client Results
Helped clients identify EBITDA adjustments, improve margin visibility, and position financials to support higher valuations and smoother transaction processes.
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