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.