Trusted Advisors

When buying or selling a business, the right advisors can make all the difference. These are professionals I regularly work with who bring real value to owners and buyers.

Advisor Categories

📊 Finance & Exit Planning

Jeff Murphy, outsourced CFO and exit planning advisor at Murphy Advisory Solutions in Houston, providing financial strategy and valuation improvement.

Jeff Murphy – Murphy Advisory Solutions
Outsourced CFO and exit planning advisor helping owners fix value gaps, improve financial performance, and prepare for smoother exits.
📧 [email protected]
📞 713-887-0533
🌐 mascfo.com

🧾 Tax & Accounting

Sam Mytelka, CPA at Mytelka CPA PLLC, specializing in tax strategy and bookkeeping for small business owners preparing for sale.

Sam Mytelka – Samuel M Mytelka CPA, PLLC
CPA specializing in tax strategy and bookkeeping, uncovering tax savings while cleaning up books for easier due diligence.
📧 [email protected]
📞 845-598-3605
🌐 mytelkacpa.com

💰 Financing

Brian Peart, financing advisor at Commercial Capital Limited, helping business buyers secure SBA loans and creative funding solutions.

Brian Peart – Commercial Capital Limited
Since 1995, Brian has closed 1,000+ deals across SBA, bridge, conventional, and private funding. Known for creative solutions and deal-saving persistence.
📧 [email protected]
📞 770-908-1672
🌐 commercialcapitalltd.com

Uzoma Eze, corporate attorney and CPA at Romano Law PLLC in Houston, specializing in business transactions, contracts, and tax law.

Uzoma Eze – Romano Law
Corporate Attorney and CPA with 20+ years in transactions, tax, and corporate law. Straightforward, insightful, and highly strategic.
📧 [email protected]
📞 212-865-9848
🌐 romanolaw.com

💼 Wealth Management

Headshot of JT Leever, CFP®, Wealth Advisor at Bernstein Private Wealth Management in Houston, helping business owners plan after selling their companies.

JT Leever – Bernstein Private Wealth Management
Helps business owners plan what to do with the money from a sale and create long-term financial security for their families.
📧 [email protected]
📞 281-701-6966
🌐 bernstein.com

🌎 Immigration Law

Photo of Esther Noh, founding attorney at Green Family Immigration Law in Houston, specializing in E-2 investor visas and business-related immigration for entrepreneurs.

Esther Noh – Green Family Immigration Law
Supports buyers who need visas to invest in or run a U.S. business, including E-2 investor visas and other business immigration options.
📧 [email protected]
📞 832-461-0157
🌐 greenfamilyimmigration.com

🛡️ Insurance & Risk Management

Portrait of Elizabeth Kusmider, CFP®, Founder of Kusmider Consulting in Houston, advising business owners on life insurance, succession planning, and buy-sell funding.

Elizabeth Kusmider – Kusmider Consulting
Helps business owners use insurance to protect their families and companies, fund buy-sell agreements, and plan for succession.
📧 [email protected]
📞 713-487-8855
🌐 kusmiderconsulting.com

🏢 Commercial Real Estate

Headshot of Jared Gillespie, Associate at Titan Commercial in Houston, specializing in industrial, land, and development real estate for business owners and buyers.

Jared Gillespie – Titan Commercial
Focuses on land and industrial real estate across Texas. Jared helps business owners and investors buy, sell, and develop industrial properties and land sites.
📧 [email protected]
📞 713-379-8169
🌐 titantexas.com

Joseph Gozlan – Eureka Business Group, The Retail Navigator
Specializes in retail real estate, guiding business owners and investors through site selection, acquisitions, lease negotiations, and property management.
📧 [email protected]
📞 903-600-0616
🌐 EBGTX.com

💸 Cost Optimization

Headshot of Dan Jensen, Consulting Partner at ERA Group, helping business owners increase business value and cash flow through cost savings across 50+ expense categories.

Dan Jensen – ERA Group
Helps business owners cut costs across more than 50 expense categories with a “no savings, no fee” model. Often finds 15–20% savings that improve cash flow and increase business value before a sale.
📧 [email protected]
📞 512-705-1721
🌐 eragroup.com

🌐 Staffing & Operations Support

Headshot of Keeley Davis, Davis Strategic Solutions and Solvo Global, helping business owners cut costs and scale operations with offshore staffing and strategic support.

Keeley Davis – Davis Strategic Solutions / Solvo Global
Helps business owners reduce costs and scale by combining strategic consulting with offshore staffing solutions. Through Davis Strategic Solutions and her work with Solvo Global, Keeley helps companies delegate back-office work, improve margins, and boost efficiency before a sale.
📧 [email protected]
📞 512-484-3279
🌐 solvoglobal.com
🔗 LinkedIn