Our Financial Advisors strive to earn the trust and help achieve the goals of many individuals, families, and institutions.

We provide services to anyone considering buying or selling a business. We are happy to answer any questions about these activities including pricing and valuation issues, exit strategies, business financing or any other subjects related to the purchase or sale of a business. We encourage you to visit the many informative areas of this website. Don’t hesitate to call us today. If you want to sell anything, you’ve got to see the world from your buyer’s perspective. Understanding exactly what they stand to gain and what’s important to them helps you sell your business more quickly, for a higher price and with a better rate of success. Unfortunately, most business brokers have never been in the position of buying a company themselves. That’s a part of what makes TruView different. Our founder Jason Ward has inquired about hundreds of businesses for sale (with the intention of buying, of course) – so he has seen the good, the bad, and the downright ugly side of this industry from your buyer’s perspective

Founded in 1979, GrantWorks has successfully assisted over 600 state and local government entities in the design and delivery of a wide range of successful federal and state funded disaster recovery, mitigation, resilience, and community development programs. With a national workforce of over 400 professionals, GrantWorks has secured and administered over $8 billion in assistance while helping hundreds of our nation’s affected communities become stronger, smarter, and more resilient.

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Golden Refund Retrievers LLC is a team of abandoned money professionals with over 20 years of experience! We are headquartered out of the state of Texas, but we work across the entire United States to locate abandoned funds and get these funds returned to their rightful owners. If you heard from us, then we can help, and in turn you can help us to reunite these funds to their rightful owner!

Our mission at AppCashUsa is both straightforward and profound: to empower individuals to take control of their financial futures. We firmly believe that access to the right financial tools and resources can make a significant difference in people's lives. To fulfill this mission, we are dedicated to providing affordable, accessible, and flexible personal loan solutions that are custom-tailored to meet your unique needs and aspirations.

Financial Pulse is a premier financial consulting firm. Catering to the Dallas-Fort Worth Metropolitan Area, they provide an all-inclusive range of services encompassing financial consulting, payroll management, bookkeeping solutions, & certified public accountancy. Their dedicated team of experts works in tandem with business owners, tailoring customized strategies that empower them to optimize their financial journey, mitigate risks, & propel their companies toward lasting success.

CAPTRUST's Houston financial advisors use years of expertise and extensive resources to bring thoughtful financial planning and investment advice for a variety of clients.

Doug Horne has been helping families across Texas with their retirement and financial planning needs for more than two decades. He is a sought-after public speaker, community educator and longtime radio talk show host. For Doug, it’s all about the conversation and having an open, honest and comfortable talk about the details and dreams of retirement.

Typical retirement planning touches only the tip of the iceberg. Charles W. Rawl & Associates reaches below the surface to put clients in control of the forces that impact life in retirement: managing risks, ensuring a reliable retirement income stream, and reducing tax rates toward zero. Our goal is to achieve what you deserve: financial planning for a Wonderfully Rich Retirement® on your terms. We focus on these three critical outcomes: Being Tax Savvy, Income Maximized, and Risk Managed.

D. Hilton Associates, Inc. is a consulting firm that works exclusively with financial institutions, including banks and credit unions, across the United States. The firm focuses on helping organizations address leadership, compensation, and strategic planning challenges that are specific to the financial services industry. By concentrating solely on this sector, D. Hilton Associates brings practical, industry-specific insight to areas that require a strong understanding of governance, regulation, and organizational structure. The firm provides services in executive recruiting, compensation planning, retention and retirement strategies, and strategic consulting. Executive recruiting supports institutions during leadership transitions by helping identify candidates who align with organizational culture and long-term objectives. Compensation services involve designing and reviewing pay structures that balance competitiveness, performance alignment, and sustainability.

Zeem Financial Consulting in Fort Worth, TX delivers strategic financial and operational leadership for growing businesses across Dallas, Arlington, and the DFW area. We specialize in outsourced CFO and business consulting services that help growth-stage companies gain financial clarity, improve cash flow, streamline operations, and plan strategically for scale. While we also provide bookkeeping, tax planning, and accounting support, our core focus is acting as a fractional CFO and operating partner—helping owners remove bottlenecks, build structure, and make informed decisions as they scale from $1M toward $10M in revenue. Zeem Financial Consulting: Your partner for confident business growth. Book a free consult.

Robert Davenport has spent 30 years helping business owners, entrepreneurs, and multi-generational families navigate complex wealth decisions. As Principal and Wealth Advisor at Farther—and a former Head of Office for Goldman Sachs Personal Financial Management—he holds Accredited Investment Fiduciary® and Accredited Estate Planner® designations. His family's involvement in large-scale construction projects gave him firsthand experience with high-stakes complexity most advisors never encounter. Now serving Dallas, Park Cities, Preston Hollow, and the surrounding areas, Robert builds holistic plans spanning cash flow, risk management, retirement, investments, tax planning, and estate protection.

Collins & Cate Retirement Consultants is a trusted firm specializing in retirement planning and advisory services. With years of experience, they offer personalized solutions to help individuals achieve their retirement goals. Their dedicated team of experts provides comprehensive support in investment strategies, tax planning, risk management, and estate planning. Collins & Cate is committed to delivering exceptional customer service and building long-term relationships with their clients. Whether you're starting your retirement plan or looking to optimize an existing one, Collins & Cate Retirement Consultants is there to provide expert guidance every step of the way.

New Capital Management is a fiduciary financial advisory firm in Houston providing investment management, financial planning, advisory services, family wealth support, administration, and clear client communications. Grounded in academic research and extensive experience, the firm works closely with couples to help them organize their finances, understand key principles, and navigate decisions across investing, planning, and multi-generational considerations. New Capital emphasizes education, collaboration, and thoughtful guidance throughout the relationship.

Call us today to learn more!

Mike C. Manoloff, PC is a veterinary CPA firm that specializes in accounting services and tax planning strategies for all types of veterinarians. We understand that running a veterinary practice requires an enormous amount of time and energy so we care for the financial side of your practice while you care for patients.

As lending standards have gradually become more demanding for small businesses, it’s become harder to access necessary working capital. Cactus Cash, headquartered in Houston, TX, meets your needs for small business funding, also commonly referred to as a business cash advance, to help your business thrive and grow!!

Marcus, Fairall, Bristol + Co., PLLC is a Certified Public Accountant (CPA) firm in El Paso, TX. Our accountants pride themselves on providing effective and practical financial accounting services for the community. We work with both individuals and businesses to provide the best forensic accounting, tax resolution, small business accounting, and tax planning services. If you're looking for a CPA in El Paso, TX give us a call and we'll put together a financial solution that will make you feel both at ease and in control.

The Best Credit Repair Midland TX Specialists. We are one of the best credit repair companies in Midland and we can work with you to dispute any incorrect marks on your credit report as well as work with you to find ways to improve your credit score. Whether you have good credit, bad credit, or no credit, we are here to help you navigate your way through an improved credit score. Our Midland credit repair company has been in business for many years and we are experts in the field of credit repair. It doesn’t matter what shape your credit score is in, give us a call to receive the credit repair Midland locals can depend on to improve their score and improve their financial position! Don't wait, call today! Your credit score matters!

Xccept offers the best payment processing solutions that are fast, easy, and affordable. We offer our clients traditional merchant accounts including interchange, surcharging, ACH, zero fees, cash discount, dedicated private client agent, no contracts, and zero downtime so you can save money on each and every transaction.

Discount Coin & Bullion is proud to offer the best place to sell gold coins at market rates. We have the latest and most accurate gold prices available, so you can be confident in your purchase. We also offer a variety of other products and services, so please visit us today!

Sage Settlement Consulting provides clients from across the United States with settlement planning customized to their unique needs. They offer comprehensive settlement planning services that include structured settlement annuities, market-based structured settlements, non-qualified structured settlements, attorney fee deferral strategies, trust services, qualified settlement funds (468B trusts), government benefit preservation, mass tort settlement resolution, lien resolution, Medicare set-asides (MSA), probate coordination, and law firm financing. They offer clients the best people, the best products, and the best processes to law firms and clients in their settlement plans. Contact Sage Settlement Consulting today to learn more about how then can assist you or your client.

A dependable source, Equify Finance provides a range of options for the acquisition of machinery that is necessary for the running of companies located anywhere in the United States of America. Through the use of these accessible options, the apparatus acquisition may be financed. The growth of these companies is not even remotely feasible without the use of these instruments. Our team of skilled experts has years of industry experience, and they work closely with clients to create tailored financial plans that are tailored to meet the unique needs of each and every distinct type of company. If you need assistance with getting financing for a wide range of different types of machinery and equipment, we have the expertise and experience to help you. We can do this for a wide range of various kinds of these items. This group includes funding for manufacturing tools, financing for building machinery, and financing for transportation equipment. This is not a complete summary of all the funding options, though. If this is what you're searching for, please contact us.

McGrath Financial LLC is a reputable provider of comprehensive financial services. Our expertise spans various domains, including realty, property management, construction, insurance, annuities, and tax consultation and management.

At AuditRefunds.org we are beneficiary heir locators that research and audit government agencies throughout the country, digging through their public records in search of lost, missing, and unclaimed funds belonging to private citizens. If you've received a letter, postcard, or telephone call from our organization, it's because we've located funds we believe belong to you. Call us now!

Get the most from your energy business. Our CFOs help you understand the financial health of your company and drive growth. We offer a range of Virtual CFO Services including Startup CFO Services, Fractional CFO Services, Part Time CFO, Financial Planning and Analysis or FP&A Services, Financial Modeling, Budgeting, Forecasting, Cash Flow Management Consulting, Profit Consulting, Energy Accounting Services, Strategic Consulting, and Board Advisory Services. The Energy CFO® helps companies involved in oil, natural gas, LNG, renewable energy, power, utilities, chemical plants, energy services, oilfield, oil and gas engineering, oil and gas maintenance and construction, energy storage, iot, software and manufacturing. We can serve clients anywhere in the USA. In Texas, we help clients in Houston, Dallas, Fort Worth, San Antonio, Austin, Midland, Odessa, Corpus Christi, and along the Gulf Coast. The Energy CFO was established in 2013 and is headquartered in San Antonio, Texas. We are a small giant in our field and we specialize in helping private entrepreneurial organizations. We are a woman majority owned and led. Our CFO Team has a combined energy finance and accounting working experience of 100+ years. We have strong business, strategic, operational, and financial acumen. Prior to becoming advisors and consultants, we worked for Fortune 500 and large private companies across the energy value chain and around the globe. Why wait? Get started today. It easy.