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Professional Partners
Accountants
James
D. Hodges, CPA
Certified Public Accountant
16610 Dallas Parkway, Suite 1100, Dallas, TX 75248
Tel:
972-931-1421 Fax: 972-931-1441 Cell: 214-538-2489
Email: JamesDHodges@sbcglobal.net
James D. Hodges has extensive
experience in business both as a financial
officer,
and a certified public accountant for the last twenty-six (26)
years.
His practice is almost
exclusively with entrepreneurial companies
with
sales ranging from one to five million dollars per year.
These
companies
are primarily in the service and real estate businesses with
operations
primarily in the southwest.
Mr. Hodges provides tax and business
consulting
services, which
is based upon his many years of business
experience
both as a practitioner and entrepreneur. He
prides himself on
delivering
high quality service with a distinctly personal touch.
He has
formed
strategic alliances with other
professional organizations to provide
his
clients with a full compliment of legal and accounting services.
This
enables
Mr. Hodges to stay close to his clients as they grow to levels which
would
ordinarily be beyond the scope of other independent practitioners,
which
results in longer-term client relationships.
Walker
Advisory Associates
Monty W. Walker, CPA, CBI, BCB
Principal
705
8th St, Ste 450, Wichita Falls, TX 76301
Tel: 940-322-5086 Fax: 940-322-5088
Email: mwalker@waa-online.com
Website: www.waa-online.com
Monty is a CPA with a diversity of experience in the closely-held business
arena. His practice focus is helping small business owners develop and
implement plans, especially regarding Exit, Succession and Transition
strategies. He works with sellers, buyers and various advisors (business
intermediaries, accountants and attorneys) to optimize the unique financial,
tax, planning and procedural detail associated with buying or selling a
business. Monty is experienced in using Retirement Funds to purchase a
business.
Attorneys
Davis
Munck
L. Kyle Ferguson
Associate
13155
Noel Road, Ste 900, Dallas, TX 75240
Tel: 972-628-3662 Fax: 972-628-3616
Email: kferguson@davismunck.com
Website: www.davismunck.com
Davis
Munck is a Dallas-based law firm representing business clients in trials,
transactions and technology. Kyle specializes in business transaction
representation and is an experienced closing attorney.
Business
Loans
CIT
Small Business Lending
Brian J Hunt
Regional Account Manager
5420
LBJ Freeway Ste #200, Dallas, TX 75240
Tel: 972-455-1610 Fax: 972-455-1656
Email: brian.hunt@cit.com
Website: www.cit.com
CIT, Small Business Lending is an SBA preferred lender and #1 in the
nation for loan volume in 2003. Loan amounts range from
$300,000 to $4,000,000. Proceeds may be used for business
acquisition, real estate, equipment, refinance, business expansion
and working capital. CIT is a nationwide lender.
Comerica
Bank
Chris Nalley
Vice
President SBA Lending
1508
W. Mockingbird Lane, Dallas, TX 75235
Tel: 214-589-1414 Fax: 214-589-1411
Email: chris_m_nalley@comerica.com
Website: www.comerica.com
Providing financing for owner-occupied business under the government guaranteed
SBA program. Financing provided for start-ups, business acquisitions, real
estate and non-real estate transactions, equipment purchases, inventory
purchases, etc.
Financial
Planning
Bryan
Lee, CFP®
President
6513 Preston Rd. Ste. 100 Plano, TX 75024
Tel: 972-403-1234 Fax: 972-346-6189
Email: blee@strategicfp.com Website: http://www.strategicfp.com
Bryan Lee, CFP® is President of Strategic Financial
Planning, Inc. an independent, fee-only financial advisory firm specializing in
comprehensive financial planning and asset management. Bryan has extensive
experience in working with small business owners and entrepreneurs. He has
formed strategic alliances with other professionals to provide his clients with
a full compliment of financial, legal and accounting services where needed.
Bryan is frequently interviewed and has appeared in local and national
magazines, newspapers, and journals including the Wall Street Journal, Investors
Business Daily, CNNfn, Smart Money,
Dow Jones Newswire, USA Today, Kiplingers Personal Finance,
the Street.com, Investment News, The Dallas Morning News, Financial
Planning Magazine, has appeared on Channel 8 News and was named one of
‘Dallas’ Best Financial Planners’ in the December 2002 issue of D
Magazine. He writes regular columns for several local newspapers and teaches
continuing education courses for Southern Methodist University and Collin County
Community College. Strategic Financial Planning, Inc. continues to prosper
exclusively through the referrals of existing clients and other professionals.
Web
Development
E-Tomic Solutions Incorporated
Jeremiah Johnson
President
PO Box
6729, Mount Airy, North Carolina 27030
Tel: 336-785-0502 Fax: 336-785-0580
Email: jeremiah@ingeniousways.com Website: http://www.IngeniousWays.com
Offering an affordable way
to have a successful online presence... A rule of creating compelling
technological solutions that deliver answers a client's demands have guided our
clientele through uncharted tides to many innovative products, new profit
avenues and advanced services. Your way is our way... means
being committed to our client's specific needs and communication throughout each
step of the creative development stages.
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