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Annual TABB Convention and Trade Show
February 7th - 9th, 2018
"Buying, Growing, and Selling Businesses"
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Event Sponsorship's, Booths & Admission Tickets
Early Bird Special- Tier 1 is Extended through
September 30th!
Meet the experts you'll need when successfully
"Buying, Growing, and Selling Businesses"...
Learn More:
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Join us for a successful networking Luncheon at The Palm...
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Houston TABB Luncheon
Thursday, September 28th
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The October Luncheon has been moved to
NOVEMBER 16th!
"Anatomy of Your LinkedIn Profile:
A guide for executives"
Featured Presenter:
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MEMBER HIGHLIGHTS:
Who/what kind of speakers would you be interested in learning from at an upcoming monthly meeting?
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Luncheons are always on the
LAST THURSDAY
of the month.
The Palm
6100 Westheimer Rd.
Luncheon:
11:30 - 1:30
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"DEAL FLOW"
TABB Members
can now advertise up to three business listings through TABB Houston's
"Deal-Flow".
No requirements in co-brokering, although, we encourage working together, every opportunity leads to another one!
Lets close MORE deals!
TABB Members; Buying or Selling Businesses? List up to three at a time with TABB Houston!
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The Steering Committee is in charge of planning this years Trade Show! Interested in joining us?
Inquire now!
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Annual TABB Convention and Trade Show
February 7th - 9th, 2018
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HURRY!!
Early Bird Special Extended!
Ends September 30th!
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Thursday, September 28th
The Palm
6100 Westheimer Rd.
11:30 - 1:30
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ACCOUNTING TEAM WITH A GLOBAL REPUTATION
Trustworthy | Reliable | Consistent
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"Succession Planning Panel"
Options for Liquidating Events and the Tax Aspects
Featured THAYER O'NEAL Panelist:
Mickey O'Neal, Partner
John Thayer, Partner
Curt Valulik, Partner
WHO ARE THEY?
Thayer O’Neal is an entrepreneurial CPA firm with an expert team of CPAs, Certified Fraud Examiners and Enrolled Agents. Our team is multilingual and multicultural.
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WHAT THEY DO...
They provide traditional CPA firm ASSURANCE, ATTESTATION, AUDIT and TAX SERVICES, as well as CONSULTING to help our clients improve profitability and grow their businesses.
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Thayer O’Neal is named for founding partners
John Thayer and Mickey O’Neal.
Thayer O’Neal
was launched in January 2015. Mickey and John have known each other personally and professionally since the early 1990’s. Both are focused on providing accounting and tax services primarily to the healthcare industry for much of their career, and served as partners together in other accounting firms prior to the inception of THAYER O’NEAL.
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Mickey O’Neal
is an entrepreneurial CPA providing financial coaching and oversight for small business owners intent on growing their businesses. His target client is any entrepreneur who is intent on being successful.
Mickey O'Neal, CPA Partner
Thayer O'Neal
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John Thayer
is an Accomplished Tax Partner with regional firm overseeing the preparation of over 500+ tax returns
annually. These include Corporate, Partnership, Estate, Trust, and Personal returns as well as
dealing with the tax controversies involving Governmental agencies.
John Thayer, CPA Partner
Thayer O'Neal
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Curt Vaculik
has been a partner with Thayer O’Neal since July 2015. He has 12 years of public accounting experience. Curt is responsible for managing the firm’s Tax Department and administrative staff. He also supports the firm’s managing partners in day-to-day operations of the firm.
Curt Vaculik, EA Partner
Thayer O'Neal
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LOCAL OFFICES | GLOBAL REACH
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Two Offices in the Houston Area!
Sugar Land:
101 Parklane Blvd., Suite 201 Sugar Land, TX 77478
Houston:
1400 McKinney St., Houston , TX 77010
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TRUST * RELIABILITY * CONSISTENCY
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$500 SAVINGS!!
Sponsorship's are now included in the Early Bird Special - THIS MONTH ONLY!!
Ending September 30th!
LIMITED TIME ONLY!!
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TABB, Inc. is a non-profit organization consisting of Business Brokers and Affiliate Business Professionals from many different backgrounds and industry types. Sponsorship enables all parties to develop, thrive and expand!
"It's not what you know, but who you know"
TABB HOUSTON OFFERS MANY DIFFERENT LEVELS OF SPONSORSHIP...
$500 SAVINGS!
Extended through September 30th
$1,000
GOLD
Level
$2,000
PLATINUM
Level
$3,000
DIAMOND
Level!
Corporate Sponsorship includes benefits that last throughout one full-year!
Vendor Booth also included in upcoming
Convention and Trade Show!
February 7th - 9th, 2018!
NOTE:
All Corporate Sponsors have a chair on the
Steering Committee!
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"Coming together is a beginning, staying together is progress, and working together is success."
-
Henry Ford
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Gold Level
Corporate Sponsorship
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Bob is a seasoned business executive with 37 years of corporate finance, banking, franchise and small business expertise. As a Small Business Banking Officer, he has funded over $250 million in small business loans encompassing many business types. He has underwritten and presented in excess of $500 million in corporate commercial credit facilities as a middle market credit analyst for a Fortune 50 money center bank. As the Corporate Vice President of Finance for a $450 million NASDAQ franchise concept, he reduced balance sheet contingent liabilities and corporate guarantees from $37 Million to $25 Million. He financed $70 Million in franchisee and corporate debt, assisted in the restructuring of a $15 Million syndicated line of credit, and assisted 700 franchisees secure and manage small business debt. As a Director of Facilities Management for a non-profit quasi-governmental entity, he managed a $21 Million commercial, medical, multi-family and residential real estate portfolio including a $10MM bond fund. He was able to direct, manage, apply and win the Austin Quality Award (Level III Malcolm Baldridge) for the Austin Travis County Mental Health Mental Retardation Center. He also owned a small business specializing in loan brokerage and corporate franchise consulting.
Bob attended The University of Texas and ultimately graduated from Saint Edward’s University in Austin Texas with an MBA. His civic activities included serving on several non-profit boards. He was appointed as Foreman to the 331st Criminal District Court, was a volunteer member of Junior Achievement, and frequently acts as a mentor/advocate for career development with high school students. He is a long-standing member of the Financial Executives Networking Group.
Bob has two lovely daughters, one of whom, is in the prestigious Ramshorn Scholar program in the school of Civil Engineering at The University of Texas at Austin. His other daughter is Sophomore Class President at the McCallum High School Fine Arts Academy. Bob is an avid outdoorsman enjoying fishing and camping. He is trained in the martial arts and boxing. He is also an accomplished musician on the electric guitar who has performed on many occasions.
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Robert C. “Bob” Hernandez
Small Business Lending
+1 512.318.3287 O
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Gold Level
Corporate Sponsorship
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JDKG was founded on a philosophy of building strong relationships with our clients. That philosophy has resulted in our steady growth since the firm began in 1995.
George was trained as a corporate transactional attorney, which gives him a solid foundation to proactively identify business issues and problems, and eliminate risks. A significant portion of his practice is involved with corporate transactions. It also includes commercial litigation, bankruptcy, and creditors’ rights. His corporate practice focuses on small to medium-sized, closely held and emerging businesses, with operations both domestic and international. He is involved with all legal issues, from business formation to exit events, whether by merger, acquisition, divestiture, or take out financing. Notable clients include auto dealerships and a number of large oil and gas businesses.
Known as a creative problem solver, no matter what the legal issue his client faces, he either knows how to solve the problem himself, or can identify the professional or business advisor to best resolve the client’s issue in a time and cost effective way. His practice involves all aspects of corporate work, including mergers, acquisitions, divestitures, restructuring, private placements, venture capital, and equity and debt financing. George’s clients are local regional, national, and international entities. He is often called upon by international businesses to advise regarding all aspects of U.S. domestic business, as well as negotiate and document transactions between international entities and their domestic affiliates.
As a community leader, volunteer, and activist, George is involved in a myriad of civic, community, nonprofit, religious, and business-related groups and activities. He has, and continues to serve on numerous boards of nonprofits, chambers of commerce, civic groups, benevolent societies, community boards, and educational foundations.
Read More...
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George A. Kurisky, Jr.
Johnson, DeLuca, Kurisky & Gould, P.C.
1221 Lamar Street, Suite 1000
Houston, Texas 77010
713 652-2525
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Gold Level
Corporate Sponsorship
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For all your valuation needs...
If you are buying a business, selling a business, or gifting yours to your family... you've come to the right place. At Pilot Valuation, we take extra care to give you the valuation support that you need. Our focus is on quality service at reasonable prices for small business valuations.
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About Pilot Valuation, LLC
Selling your business is just one reason for getting a fair and rational valuation.
We are there for all the other important moments in your company's life-cycle:
- SBA Loan Applications
- Estate & Gift Tax (Handing off to the next generation)
- New Investor Capital Infusions
- Buy/Sell Agreement Valuation
- Damages Valuations
Our team of Valuation Analysts are certified by NACVA, ASA, AICPA among other certifications. We take a personalized approach to valuing your business, and we work within your budget.
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Some of our other valuation services include:
- Summary Valuation Report - NACVA and SSVS No. 1 Compliant Valuation Report Suitable for SBA financing.
- Calculation Report – NACVA and SSVS No. 1 Compliant Valuation Report for Internal Reporting Purposes.
- Price Justification Analysis – Demonstrates the maximum price that can be paid for a business where that price is debt finance-able, debt service-able and delivers a target return on equity to the buyer.
- Due Diligence – Take a look under the hood of the company you want to buy.
- ROBS & BORSA Valuations for Acquisition Financing and Form 5500 Reporting - The government wants to help you start/buy your own business, and so do we.
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Pete Vollers
Pilot Valuations, LLC
1120 Bay Area Blvd., Suite A
Houston, TX 77058
Phone: 832-690-0100
Cell: 713-775-1250
Fax: 281-596-4552
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Gold Level
Corporate Sponsorship
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Although banking is not a new industry, Icon represents a new era in the industry. We understand the importance of adopting technologies that enable the progression of the banking industry, while keeping the focus on the client. Icon will be setting a new precedent in the banking industry focused on being flexible. Flexibility is something that most banks (big or small) are unwilling to provide. At Icon, flexibility means customer service and one-on-one relationships.
Today, most clients are educated about banking basics and services they receive and shopping the market for competitive terms. However, with the “large retailer” mind set of many banks, most clients don’t know they can ask for more creativity from their bank. At Icon, we realize the importance of understanding client’s needs and developing solutions catered for them specifically.
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The Icon Bank staff understands that our customers come first. Rather than taking a “one-size-fits-all” approach, we specialize in tailoring products and services to meet our customers’ diverse needs that expand as their business and lives grow.
Icon Bank offers competitive terms on loan products and we want to help you with a loan that will suit your needs. Contact an Icon banker for more information.
Our business loan products include:
- Term Loans
- Lines of Credit
- Letters of Credit
- Construction Loans
- Equipment Loans
- Real Estate
- Acquisition Loans
- SBA Loans
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Ashley Gomes, TABB Steering Committee and our
First Quarter Happy Hour Sponsor! Thank you Ashley!
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Ashley Gomes
Vice President, Business Development & Lending
7906 N. Sam Houston Pkwy W., Suite 100
Houston, TX 77064
281-517-2400
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Silver Level
Corporate Sponsorship
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Seamless. Professional. Consistent.
Houston is home to Chicago Title Commercial’s office. As part of the Chicago Title National Commercial Services Office network, our superior financial strength and advanced technical capabilities are the cornerstones for the extensive level of professionalism and services that we provide. It is our consistency in quality and resourcefulness that allow our professionals to facilitate seamless commercial title transactions year after year.
We pride ourselves as being the industry leader with unsurpassed experience and the “know how” to get transactions closed.
Title Services
We are your one-stop, single source for commercial title needs involving single-site, multi-site and interstate real estate transactions of every size and type. Our team of talented professionals will customize our services and develop value-added solutions to accommodate your commercial title insurance needs.
Escrow Services
We offer you an experienced escrow settlement team, who are well trained in real estate closing procedures and the issuance of commercial title insurance. Our staff has a wealth of technical experience and knowledge to keep track of all the transaction details. When it comes to insuring commercial properties, our escrow team has the experience to produce superior results.
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Maddy Delery
Chicago Title Commercial
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Silver Level
Corporate Sponsorship
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Small businesses are the backbone of the American economy, providing much needed jobs and services to their communities. With a lot of hard work, and a little luck, anybody can start up a small business and become a success story. Sometimes, however, even the most enthusiastic, industrious small business owner may need a helping hand to grow their business, which is where a U.S. Small Business Administration (SBA) loan comes in. There are SBA loans that fit businesses of all sizes, but the most important part is that they provide the capital you need to grow your small business. Read on to find out how a SBA loan acquired through a trusted credit union can help your small business.
How SBA Loans Help
SBA loans are a great choice for small business owners because they are backed by the federal government, providing much better terms and security than you would find with a typical loan. Loan amounts can go up to $5 million, and can be paid off over a 25-year period with great interest rates, giving small business owners the flexibility that they need to grow their company.
Get Your SBA Loan
One of the main components of getting an SBA loan is finding the right lender.
Member’s Choice Credit Union
is a trusted lending institution that is your best bet in getting the SBA loan you need for your small business. We offer basic 7(a) SBA loans, which are perfect for both starting and growing a small business. Because we are a smaller institution ourselves, you can trust that we have your best interests at heart, the way lending should work.
Contact us
today to find out how MCCU can help to make your small business dreams come true with an SBA loan.
SBA loans are available up to $5 million per borrower, and they may be used for any legitimate small business borrowing requirement; such as business acquisitions, partner buyouts, business expansion, new business equipment, and purchase of new construction of small business real estate.
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Bruce Hurta, Board of Directors
VP Affiliate Director
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Bruce Hurta, VP SBA Lending
Members Choice Credit Union Preferred SBA Lending
Direct Line: 281-754-1112
Cell 281.384.2595
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Silver Level
Corporate Sponsorship
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Arete Advisors, wealth managers serving closely held businesses and their owners, corporate executives, professionals and their families.
Exit Planning is the creation and execution of a strategy allowing owners to exit their businesses on their terms. It is an established process that creates a written road-map or Exit Plan, involving efforts of several professions facilitated and led by an Exit Planning advisor who ensures not only the plan creation, but its timely execution.
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Services provided:
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Financial Planning
- Build and protect your wealth.
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Retirement Planning
– Use the resources you've accumulated in a secure, efficient way to meet your objectives for a life time.
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Business Continuation Planning
- Attract & retain key employees. Protect the business from the loss of a key employee and/or partner.
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Business Transition & Exit Planning
- Helping owners one day enjoy the fruits of their labor while preserving what they've built.
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Estate Planning
- Helping you ensure that your surplus wealth is used to meet your generational wealth transfer and charitable objectives in an effective and efficient manner
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•
Wealth Management & Financial Services
– 15 years financial planning, business continuation planning & business exit planning. Development of tailored plans, addressing transition/exit, accumulation, income, risk management, tax management and wealth transfer. Implementation and management of plans through integration of broad range of critical resources with best-in-class insurance products and investment management services.
• Mergers & Acquisitions, Capital Markets
– 10 years strategic business planning, mergers & acquisitions, joint ventures and capital formation.
• Business Operations
– 15 years business operations including engineering, operations, trading, general management and corporate development.
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David Tolson, Board of Directors - VP of Membership - Chairman of Deal Flow, TABB Steering Committee
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Dave Tolson, Managing Partner
Arete Advisors
5847 San Felipe St., Suite 1700
Houston, TX 77057
Office: 713-821-1663
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Silver Level
Corporate Sponsorship
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Richard Nilles, B2B CFO® Partner, with an interest in helping the owners of privately-held businesses reach their goals, both personal and business. As a results-driven executive, I offer more than 25 years of experience managing multi-million dollar financial operations, developing and executing strategic business plans, and implementing accounting processes that increase efficiency and enhance profitability. I provide my consulting services on an as-needed long-term basis. This helps privately-held businesses as they benefit from my experience, without the fully loaded cost of a full-time employee.
Founded in 1987, B2B CFO® is the largest CFO and Business Transition services company in the nation. The firm provides services to privately held businesses. B2B CFO® is headquartered in Phoenix, Arizona, and has a nationwide presence with more than 225 CFO and Exit Transition Professionals in 46 states across the USA. These Professionals specialize in providing senior level executive services to growing companies who need assistance in finding solutions to their business challenges. The firm’s motto is: First Direction, then Velocity®.
Are you looking for CFO and Exit Strategy services for your central, east or south Texas-based business? B2B CFO® has the tools, talent and experience to help you reach your goals. B2B CFO® has what you need with more than 25 years of experience helping small to mid-size privately held businesses of Houston, San Antonio, Austin and greater South Texas. Please take a good look around our website, review our partners, and take advantage of our free business check-up, The Discovery Analysis™. We offer this complimentary service to all business owners, and we would love to show you what we can do to improve your business. Take the first step and compare your performance with other businesses in your industry to help you reach your full potential.
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Richard Nilles, TABB Steering Committee!
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Richard Nilles, Partner
B2B CFO®
Office 281-468-6602 | Cell 281-468-6602
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Silver Level
Corporate Sponsorship
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Michael Sanchez
established his law firm, a professional limited liability company, in Bellaire, Texas in 2015 to serve the greater-Houston community after a 25-year career during which I held senior tax positions with $1 billion+, publicly-traded companies in the valve and actuator, ground transportation, heating-ventilation-air conditioning, entertainment, and title insurance industries. I have advised on the income tax and transaction tax effects of hundreds of transactions involving the formation, acquisition and integration, and divestiture of businesses in the United States and abroad. My experience also includes management, negotiation, and settlement of complex federal, state, and multi-national income tax disputes in addition to commonly-encountered business transactions.
Michael promises tol return your call as soon as possible, listen to your concerns, respect your needs and your time. He's ready to answer questions and prepare documents as clearly and plainly as possible. Michael can help to identify legal issues, and will clearly explain your legal options.
Michael provides high-quality, highly-ethical, legal services at a fair price.
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Michael Sanhez, Attorney at Law
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Michael Sanchez
Law Office of Michael A. Sanchez, PLLC
4601 Beech Street
Bellaire, Texas 77401
Phone: 832-816-3638
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Platinum/Media Sponsorship
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REDNews Contact:
5909 West Loop South, Suite 135
(Houston) Bellaire, TX 77401
(713) 661-6300
(800) 836-2191
(713) 610-9015
[Fax]
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REDNews (Real Estate Directory News) markets its clients’ properties with creativity and innovation while maintaining cost effectiveness.
Our focus is the commercial real estate industry in Texas.
We are committed to providing exceptional service and developing a strong, lasting relationship with our members and clients.
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Don Pippin – Sun Belt Business Brokers
Jessie Xu – Keller Williams
Sharon Heaton – sb LiftOff
Wesley Forte – Princor Financial Services Corp.
David Tolson – Arete Advisors
Bob Hernandez - The BanCorp
(Affiliate Member)
Tony Brown - TMB Real Estate LLC
(Broker Member) As of 8/8/16
Larry Corona - Maximum Business Brokers
Mike Holloman - Murphy Business & Financial Services
Brenda Edwards - Plains State Bank
Todd Lucas - TDECU - Your Credit Union
(Affiliate Member) as of 9/19/16
Dareus Coyle - Coyle Holdings, LLC
(Affiliate Member) as of 9/26/16
David Weinhoffer - W Strategic Business Solutions
(Affiliate Member) as of 11/16/16
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Ramin Monfared - Alliance Solutions, LLC
(Affiliate Member)as of 11/26/16
Robby Avery, LKCM Headwater Investments
(Affiliate Member) as of January, 2017
Nathan Schmidt, Core Realty
(Affiliate Member) as of January, 2017
Nelvin Adriatico, Core Realty
(Affiliate Member) as of January, 2017
Bob Qualey, MRQ Business Advisors
(Broker Member) as of March,2017
Charles Wilson, Wilson Accounting
(Affiliate Member) as of February, 2017
Jason Shcoltz, Colliers International
(Affiliate Member) as of February, 2017
Chandler Moreau, Moreau Gambit, LLC
Member as of 1/26/17
Kristina Von Woglom, Regions Bank
(Affiliate Member) as of April, 2017
Lori Balusek, Texas Trust Real Estate
(Affiliate Member) - as of April, 2017
Mike Mackey, VCFO
(Affiliate Member) as of May, 2017
Jacob Bham, Advanced Business Brokers
(Broker Member) as of May, 2017
James Cooney, Advanced Business Brokers
(Broker Member) as of May, 2017
Eiric Skaaren, Advanced Business Brokers
(Broker Member) as of May, 2017
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"I can do things you cannot, you can do things I cannot; together we can do great things." -- Mother Teresa
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Texas Association of Business Brokers
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TABB was originated back in 1979, with the initiative of a few business brokers who met in Houston, the Texas Association of Business Brokers (TABB) was formed. This group of individuals pledged to meet regularly to discuss common issues and opportunities facing business brokers within the state. The goal was to improve the image of business brokerage by raising the professions expertise, ethics, and educate their members as well as the general public in regards to the business brokerage industry, which ultimately results in better servicing sellers and buyers in the process.
TABB became the place for both brokers and those involved in services relating to the sale and purchase of businesses. TABB developed educational programs, and in 1983 conducted its first State Conference in Houston offering two days of educational programs. The format established at this first conference has since been followed by TABB today and the International Business Brokers Association (IBBA) as well as the other state and regional business brokerage associations.
Continue Reading...
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July Featured Presenter:
Arete Advisors
Office: 713-821-1663
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June Featured Presenter
Greater Houston Partnership
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May's Featured Presenter
Gordon Quan
Quan Law Group, PLLC
______________________________________________
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April's Featured Presenter
Lacey Loftin
United States Census Bureau
Data Dissemination Specialist & Media Relations
______________________________________________
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2017 Private Equity Panelist
Eric J. Doyal, Vice President
______________________________________________
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2017 Private Equity Panelist
Jared Isham, Vice President
The CapStreet Group
_______________________________________________
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2017 Private Equity Panelist
Brien Davis,
CFA
Prudential Capital Group
_______________________________________________
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2017 Private Equity Panelist
Bryan Luce, Managing Director
Office: (832) 327-5300 | Cell: (512) 689-2255
______________________________________________
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2017 Private Equity Panelist
Francis Cazayoux, Partner
Jefferson Capital Partners
____________________________________________
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February's Featured Presenter:
David Rae, Partner
Attorney, Crady, Jewett & McCulley, LLP
713.739.7007
_____________________________________________
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January's Featured Presenter:
Jesse Thompson
Business Economist
Federal Reserve Bank of Dallas, Houston Office
O: 713-483-3575
BB: 281-455-3706
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Don't forget to claim your seat for the
September's Luncheon
"Succession Planning Panel"
Options for Liquidating Events and the Tax Aspects
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TEAM = Together Everyone Achieves More
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