Venture Opportunities, Inc.

 Business Valuations


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Profile:
13140 Coit Road, Suite 211
Dallas, TX 75240
972.783.1662
972.783.1673 | Fax


Company Representatives

David Barr | President
David Barr is the President of Venture Opportunities, Inc. David has been a professional business broker / intermediary since 1980, focusing on General Business Brokerage and Mergers and Acquisitions and representing client transaction value up to $20,000,000. Mr. Barr has handled the sale of over 550 companies. David earned a university degree from the State University of New York majoring in economics and business.

Credentials/Licenses/Certifications:

  • Mergers & Acquisition Master Intermediary (M&AMI) certification by the M&A Source (The World’s Largest Association of Professional Mergers & Acquisition Intermediaries).
  • Certified Business Intermediary (CBI) certification by the International Business Brokers Association.
  • Texas Licensed Real Estate Broker.
  • Senior Business Analyst (SBA)
  • Business Certified Appraiser (BCA)

Professional Associations:

  • International Business Brokers Association.
  • M&A Source.
  • Texas Association of Business Brokers. (State: Past secretary. DFW Chapter: Past vice-president; Past broker director and Past secretary)
  • Institute of Business Appraisers.
  • Nation-List International.

About Us:

Venture Opportunities Professionals are some of the most experienced business brokers in the Dallas/Fort Worth Metroplex. Our team has over 80 years collective experience in business brokerage – more than any other firm in the DFW market! Venture Opportunities understands business ownership – our business brokers have purchased, operated and sold their own businesses. Our brokers have the transaction experience as well as business experience to effectively market your company. We have the knowledge and proven track record to help you achieve your goals.

In addition to our over 80 years of combined experience, our team members hold the following designations:

  • Board Certified Broker through the Texas Association of Business Brokers
  • Certified Business Intermediary through the International Business Brokers Association
  • Merger & Acquisition Master Intermediary through M&A Source (The World’s Largest Association of Professional Mergers & Acquisition Intermediaries)
  • Certified Franchise Executive through the International Franchise Association

 

Catalyst Financial Company

 

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Catalyst Financial Company

1136 N. Kirkwood Dr.
Houston, Texas 77043

281-870-9182 (Phone)
866-435-0081 (Fax)


Company Representatives

Keary Barnes
Senior Vice President
832-559-8194
E-Mail
Rocky Lozano
Vice President
469-222-2795
E-Mail
Rebecca Willis
Asst. Vice President
832-843-6928
E-Mail


Scope of Services:

Catalyst Financial Company has been providing factoring services for over 23 years for small to medium sized businesses in a variety of industries thought out Texas. Catalyst helps promote the bank’s image as a full service financial provider. Our experience allows us to serve as an incubator for early stage growth companies.

 

Environmental Performance, Inc.

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13155 Noel Road, Suite 900
Dallas, TX 75240
(972) 282-1808


Company Representatives

Sach Prasad, P.G.
President
(281) 300-9407  Cell
E-Mail

Scope of Services

Environmental Performance, Inc. provides a range of environmental consulting services including the following:

  • Phase I Environmental Site Assessments compliant with SBA requirements
  • Phase I Environmental Site Assessments as per ASTM Standard E 1527 and EPA AAI
  • Phase II Environmental Site Assessments
  • Transaction Screens
  • Record Search with Risk Assessment (RSRA)
  • Desktop Review
  • Leaking Petroleum Storage Tank (LPST) Assessment and Remediation
  • TCEQ’s Voluntary Cleanup Program (VCP)
  • TCEQ’s Innocent Owner Program (IOP)
  • TCEQ’s Dry Cleaning Remediation
  • Texas Railroad Commission Assessment, Remediation, and Site Closure
  • TCEQ’s Ready for Reuse (RfR) Assessment and Site Closure

Mission Statement

Established in 1995, Environmental Performance, Inc. (EPI) is a Texas-based, licensed, geoscience consulting firm, providing real estate related environmental consulting services and solutions. The services range from Phase I / Phase II Environmental Site Assessments (ESAs), to remediation and site closure services for contaminated sites across Texas.

Environmental Performance, Inc. combines a unique blend of technical and business expertise providing practical, cost-effective, business-focused solutions to real estate related environmental issues. EPI’s commitment is to represent our clients with their best interest in mind.

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RSI & Associates, Inc.

 

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RSI & Associates, Inc.

6000 So. Padre Island Dr., Suite 250

Corpus Christi, Texas 78412

361/994-8095

800/230-9086 toll free

877/230-9086 toll free fax


Company Representatives

Gerald W. Brown, Sr
President & Senior Analyst
(361) 994-8095 ext 200
E-Mail
Sam Orta
Director of Business Development
(361) 994-8095 ext 300
E-Mail
Michele White
Director of Operations
(361) 994-8095 ext 201
E-Mail


Industry Memberships and Accreditations

HAGGL, NAGGL, NCEO, IBA, The International Society of Business Appraisers, The National Association of Certified Valuators and Analysts

Firm Bio

 RSI is a certified business and equipment appraisal firm with over two decades of consulting experience. In addition, RSI provides exit planning for business owners, feasibility studies for SBA and USDA projects, M&A consulting, trial consulting and litigation support. We have performed comprehensive and formal business appraisals across the United States, Canada and Mexico. Our appraisals are prepared and certified by accredited appraisers. RSI is also an authorized and preferred vendor with many SBA lenders throughout the United States.

Mission Statement

Our mission has been to create a team driven, customer focused organization that is competitive yet ethical, trustworthy and profitable. We will continue to do so by providing quality analysis, excellent due diligence, insightful consulting and precise reporting. But above all else, it is our Mission to Glorify God in all that we do.

Walker Business Advisory Services

Advisory Services

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7923 Woodway Drive
Houston, Texas 77063
(214)693-3680 Office
(877)472-8767 Fax


Company Representative

Frederick S. Whitlock, Director of Business Development

(832)434-4652 Cell
(713)975-1678 Office


Industry Memberships and Accreditations


Scope of Services

Walker Business Advisory Services is a business advisory firm focused on providing Business Transition Planning and Transaction Support services to entrepreneurs nationally.

With respect to the retirement rollover industry, Monty Walker and Frederick Whitlock, through its Entrepreneur Retirement Benefits, LLC Division, bring a unique perspective to the alternative financing space. By serving as the trustee and fiduciary of the client’s new retirement plan, the client’s responsibility/ liability now falls on the shoulders of Walker Advisory. The entrepreneur can now focus on building his/ her business and not have to be concerned about exposure to the IRS or DOL.


 

MassMutual Financial Group

Life Insurance & Financial Services

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14114 N. Dallas Pkwy, Ste 560
Dallas TX 75254
(214)693-3680 Office
(877)472-8767 Fax


Company Representatives

 

 

 

 

 Mike Weiner, Agent (214)693-3680 Cell

Jeffrey Benson, Agent
(214)641-5455 Cell


Industry Memberships and Accreditations


Scope of Services

QUICKCLOSE LIFE INSURANCE: I work with SBA lenders & borrowers in assuring a timely process and a concierge level of service when life insurance is appropriate as collateral for a loan – typically within 7 to 10 days, or even as little as 72 hours!! This includes proper collateral assignment docs, and face amounts as high as $10mm. Now you don’t have to leave this up to the borrower and hope it’s done in time! Whether you would like to benefit from another source of revenues or just make sure your borrowers are well taken care of, I would love to talk with you in more detail to see how I may be able to help you close more loans faster.

BUSINESS PLANNING: Succession Planning, Key Employee Retention, Employee Benefits, Employer Sponsored Retirement Plans, Business Overhead Expense Protection, Buy-Sell Strategies, Non-Qualified Executive Fringe Benefits, Executive Bonus, Deferred Compensation, Split Dollar, Pension-Profit Sharing-401k Plans, Payroll Deduction Plans, Simple IRAs. Also Disability & Long Term Care Insurance.


Mission Statement

We offer insurance & financial products and services for individuals, businesses, and their employees. My stringent code of ethics places the client need about all others and demands uncompromising integrity in every aspect of my business conduct.

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