LOOKING AHEAD - 2018: 2017 has been a year of change like no year ever before. So what does 2018 hold? We're all presented with a new and different economic climate, extraordinary challenges and unique opportunities. Some of the trends of recent years are fading a bit, but truly it's hard to say or know which just yet. But some things are pretty clear. The wave of transition in ownership of closely held businesses and intergenerational transfers of wealth can't be held off much longer. Baby Boomers are now becoming seniors, some over 70 years old. While senior doesn't mean what it used to, it's still here. At Landmark, we're focusing our energy on becoming the go to resource for small business owners in transition - whether it's financing, listing a business, negotiations of a transfer transaction, planning an exit, or providing the micro- or macro-economic data they need to accomplish the goal of a successful exit or acquisition, we are creating a dynamic and powerful platform to assist the owners and investors engaging in these deals. Please follow us as 2018 unfolds, the story will be an exciting one!
About us
Landmark assists business owners and investors in acquiring businesses, planning exit and succession strategies and obtaining financing for growth and acquisition. We also provide charitable organization management advisory services and fundraising for early stage ventures and philanthropic endeavors. Landmark’s approach is outcome driven and consultative in nature. Our primary focus is on transitions in business (acquisitions, investments and exits), yet we work with our clientele at all stages of the business cycle helping them to be sure they acquire or invest capital strategically to suit their individual needs. We are relationship managers with expertise in the financial and legal aspects of deals. We are not brokers. Instead, we work in alignment with our clients through all aspects of a deal and multiple types of transactions. Our process begins with an assessment of your objectives and evaluation of the criteria and resources it will take to enable you to succeed. Then we act as your private “finder” of the right deal, investor or financial resources it takes for you to accomplish your goal. Finally, we assist you in every aspect of negotiating, drafting and closing the deal to get it done. Whether your a company or investor in tech, real estate, manufacturing or other market segments, and whether you’re a buyer, investor, seller, or in a position where you need help with liquidity needs, we can help.
- Website
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http://landmarkadv.com
External link for Landmark Advisors
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- McKinney, Texas
- Type
- Privately Held
- Founded
- 2017
- Specialties
- Small business, Advising, Acqusitions, M&A, Exit Planning, Advocacy, Business Succession, and Business Valuation
Locations
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Primary
Get directions
1821 N Lake Forest Dr
330
McKinney, Texas 75071, US
Employees at Landmark Advisors
Updates
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Celebrating with Henry S. and Mark Monroy on the approach of a major, long awaited acquisition…and a happy birthday to Henry’s lovely amiga, Edna as well!
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Kamal El-Rassi, MBA “gets inside your head” with this excellent primer encouraging a paradigm shift from sheer effort to smarter thinking. Nice work, my good friend!
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Landmark Advisors Introduces Nonprofit Advisory Services. With the addition of Rob Mitchell to our team, Landmark now offers a full suite of nonprofit advisory services to assist our charitable organization clients. Please contact Landmark at landmarkadv.com/contact today for more information.