Are You Interested in Booking a Speaker for Your Business-Owner Group or Podcast?

We have a long history of working with well-renowned businesses and families in Houston – let us share real-world insights with your CEO Peer group, Estate, and Business Planning Group, or industry group.

Our expertise, highly rated workshops, and engaging presentations are often sought after by CEO Peer groups such as Vistage, who for more than 60 years has been helping CEOs, business owners, and key executives solve their toughest challenges.

Kevin Roth has provided exit advice and solutions to successful entrepreneurs and business owners on over $400 million worth of liquidity events.

As a speaker, he has spoken to business owners and CEO’s, delivering keynote length talks and half day workshops and virtual presentations. He is a frequent speaker to VISTAGE Groups and business owners, helping them understand how to architect and monetize business value.

About Kevin

Kevin helps business owners during times of meaningful transition; be that pivoting for scale, preparing for an outside sale, or developing internal succession.
He has experience as a turnaround manager, a corporate strategist at a Fortune 100 Company, a financial analyst on the buy side of mergers and acquisitions, fractional CFO, and has founded several companies. He now uses that background to help entrepreneurs and business owners develop and implement growth and exit strategies from their privately held businesses, ensuring they are prepared for a successful transition when opportunity or desire sets in. He enjoys working closely with their team of advisors during the planning process, helping to bring forward the complex and inseparable relationship between an entrepreneur’s life, business, and finances.
Kevin holds a BS in Computer Engineering from Texas A&M University and a Master of Business Administration from University of Texas. He is a Certified Financial Planner™, Certified Merger and Acquisition Advisor, a Certified Exit Planning Advisor, and a Certified Valuation Analyst.