Who This Is For:
Business owners ready to transition from general manager to CEO role
Founders planning a capital event in the next 12 months (borrowing, raising funds, buying, or selling)
CEOs whose finance, legal, and operations teams tell different stories to different stakeholders
Entrepreneurs tired of deals falling through because "something didn't add up"
Growing businesses with multiple entities who need better coordination across advisors
Anyone who's ever fired a client (or been fired) because of misalignment and lack of clarity





I've been in this game for 15+ years. Started my first company as a finish carpentry business.
Here's what I've learned: Your business doesn't need more advisors. It needs aligned advisors.
Borrowed $18MM to turn raw land into a class A office building
Raised $6MM to transform a construction technology concept into an operational company
Restructured $2MM in mortgage debt
Borrowed $34MM to restart a stalled apartment complex project
I'm licensed to practice law in Texas and New Mexico. I've worked across real estate, oil and gas, aviation, and construction, along with other industries.
You don't have nine years to go through school. You're busy running your business. But you need to understand how these five areas work together if you want to keep growing.
Let's get your story straight.
Get Started Now!
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