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Trusted Advisors
When you are buying or selling a business, having the right advisors can make all the difference. Over the years, I’ve built a circle of professionals I trust and regularly bring into transactions. They are experts in their fields and understand the unique challenges that come with small business ownership and business sales in Texas.
If you would like an introduction to any of these advisors, reach out to me directly, and I’ll connect you.
Advisor Categories
🧾 Tax & Accounting
Cooper CPA Group
Based in Houston, Cooper CPA Group has been helping business owners for more than 20 years with tax, accounting, and transaction support. The firm blends technical expertise with personal service, whether it’s minimizing taxes, cleaning up books, or guiding clients through mergers, acquisitions, and succession planning.
Led by Gary Cooper, CPA, a Certified Valuation Analyst (CVA), Certified Merger & Acquisition Professional (CMAP), and Certified Forensic Accountant (Cr.FA), the firm has decades of experience preparing businesses for sale, supporting buyers with due diligence, and advising owners on deal structure and exit strategies.
📧 [email protected]
📞 (713) 243-8590
🌐 coopercpagroup.com
💡 I often recommend Cooper CPA Group when owners need financials exit-ready or buyers want clear, expert guidance through due diligence.
Sam Mytelka – Samuel M Mytelka CPA, PLLC
Sam specializes in tax strategy and bookkeeping for small businesses, uncovering tax savings while making financial records easier to navigate during due diligence. His hands-on approach and boutique practice are a great fit for owners who want personalized, detail-focused support.
📧 [email protected]
📞 845-598-3605
🌐 mytelkacpa.com
💡 Sam is the one I call when a client needs clean books and practical tax guidance without the overhead of a large firm.
📊 Finance & Exit Planning
Jeff Murphy – Murphy Advisory Solutions
Jeff acts as an outsourced CFO and exit planning advisor, helping business owners identify value gaps, improve performance, and prepare for smoother transitions. With a sharp financial mind and a collaborative style, Jeff ensures that owners have a clear path to maximizing business value before a sale.
📧 [email protected]
📞 713-887-0533
🌐 mascfo.com
💡 Jeff is who I bring in when owners need forward-looking financial leadership or help turning complex numbers into a clear plan.
💰 Bankers & Financing
Josh Garcia – Stellar Bank
Josh is a Houston-based commercial banker with more than 12 years of experience helping entrepreneurs access financing for acquisitions, growth, and working capital. He is often the first person I recommend to buyers and sellers who want to understand whether a business is SBA-financeable and what lending options are realistic.
📧 [email protected]
📞 713-254-9370
🌐 stellar.bank
💡 Josh is my go-to when business owners want a Houston banker who knows the local market and can deliver practical financing solutions with a personal touch.
Brian Peart – Commercial Capital Limited
Since 1995, Brian has closed more than 1,000 deals across SBA, bridge, conventional, and private funding. He is known for creative deal structures and persistence in getting financing done when others can’t. Buyers value his ability to think outside the box and make difficult transactions work.
📧 [email protected]
📞 770-908-1672
🌐 commercialcapitalltd.com
💡 Brian is my go-to when a deal needs creative financing or national lender connections to get it across the finish line.
⚖️ Legal
Uzoma Eze – Romano Law
A corporate attorney and CPA with more than 20 years of experience, Uzoma advises on transactions, tax, and corporate law. Known for being straightforward and highly strategic, he helps business owners structure deals, resolve disputes, and protect their interests during complex negotiations.
📧 [email protected]
📞 212-865-9848
🌐 romanolaw.com
💡 Uzoma combines legal and financial expertise — a rare mix that makes him invaluable in transactions.
💼 Wealth Management
JT Leever – Bernstein Private Wealth Management
JT helps business owners create long-term financial security after a sale. He works with families to design strategies for wealth preservation, tax efficiency, and investment planning, making sure the value from a transaction supports their goals for years to come.
📧 [email protected]
📞 281-701-6966
🌐 bernstein.com
💡 I encourage owners to talk with JT early in the process so they can plan for the financial implications of a sale, not just the closing day.
🌎 Immigration Law
Esther Noh – Green Family Immigration Law
Esther supports entrepreneurs who need visas to invest in or operate a U.S. business, including E-2 investor visas and other business immigration options. Her focus on business buyers makes her an invaluable resource for international investors.
📧 [email protected]
📞 832-461-0157
🌐 greenfamilyimmigration.com
💡 For E-2 buyers and other international clients, Esther is my go-to immigration attorney.
🛡️ Insurance & Risk Management
Elizabeth Kusmider – Kusmider Consulting
Elizabeth helps business owners use insurance strategically to protect families and companies, fund buy-sell agreements, and plan for succession. She takes a practical, planning-first approach that ensures owners aren’t over-insured but properly covered.
📧 [email protected]
📞 713-487-8855
🌐 kusmiderconsulting.com
💡 Elizabeth makes complex insurance decisions simple and tied directly to business continuity.
🏢 Commercial Real Estate
Jared Gillespie – Titan Commercial
Jared specializes in land and industrial real estate across Texas, guiding owners and investors through purchases, sales, and developments. His deep market knowledge makes him an asset in transactions that involve warehouses, land, or other industrial sites.
📧 [email protected]
📞 713-379-8169
🌐 titantexas.com
💡 I trust Jared for owners who need industrial real estate expertise alongside a business transaction.
Joseph Gozlan – Eureka Business Group, The Retail Navigator
Joseph is focused on retail real estate, helping owners and investors with site selection, acquisitions, lease negotiations, and property management. His insight into tenant-landlord dynamics makes him especially valuable for businesses tied to high-traffic retail locations.
📧 [email protected]
📞 903-600-0616
🌐 EBGTX.com
💡 Joseph adds value in retail-heavy deals where the lease or location is as important as the business itself.
💸 Cost Optimization
Dan Jensen – ERA Group
Dan helps businesses cut costs across more than 50 expense categories with a performance-based “no savings, no fee” model. He typically finds 15–20% in savings that boost cash flow and increase business value before a sale.
📧 [email protected]
📞 512-705-1721
🌐 eragroup.com
💡 Dan often uncovers hidden savings that make a business more attractive to buyers.
🌐 Staffing & Operations Support
Keeley Davis – Davis Strategic Solutions / Solvo Global
Keeley combines strategic consulting with offshore staffing solutions to help business owners reduce costs and scale operations. Through her partnerships, she helps companies delegate back-office work, improve margins, and boost efficiency before going to market.
📧 [email protected]
📞 512-484-3279
🌐 solvoglobal.com
🔗 LinkedIn
💡 Keeley is my recommendation for owners who need to scale capacity quickly and cost-effectively before an exit.