Walker Business Advisory Services

Advisory Services

Quick Links:


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.


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