These days, companies need to stay one step ahead of the curve to be on top of their industries. So who can you trust in times like this? Who is your Trusted Business Advisor? A Trusted Business Advisor provides services and objective guidance while helping you create opportunities for success. At Chapman, Hext & Co., P.C., we are committed to being your Trusted Business Advisor and providing you with the tools for success.
The business world we operate in has changed and our Firm has changed to meet the needs of our clients in today’s dynamic and fast-paced world. We offer a variety of services that focus on a company and its owners as they go into varying stages of a “company‘s lifecycle”. We own and operate a group of affiliated companies that work with individuals and companies to develop a financial strategy with solutions and options developed through a comprehensive mix of compliance, planning, analysis, and financing.
Our financial reporting department provides assistance to clients with services such as:
· Compilations
· Reviews
· Audits of public and private companies
· Audit of employee benefit plans
· SAS 70 reports
· IFRS financial reporting assistance
· Litigation support
· Agreed upon procedures
· Due diligence
· Business plan preparation
· Cash flow forecasting and projections
· Selection and support of accounting software solutions
· CFO/controller services
· Back office assistance
Our tax department provides our clients assistance with a variety of tax issues. These include but are not limited to:
· Preparing tax returns for federal, state and foreign taxing authorities
· Tax planning to identify key tax issues during the year
· Estate planning
· Compensation planning
· Incorporating a business
· Acquisitions
· Mergers
· Reorganizations
· Sale of a business
· Liquidations
· Representation before the IRS or other taxing authorities
White Rock Advisors is our affiliate that provides:
· Investment banking
· Corporate finance
· M&A services
· Business improvement
· Capital and debt funding
· Board membership
· Locating potential acquisitions
· Due diligence in mergers and acquisition transactions
· Valuations
CH Wealth Management is an independent wealth management firm that provides:
· Investment planning
· Retirement income planning
· Portfolio analysis/investment tax analysis
· Family and business insurance planning
· Education/college planning
· Wealth transfer strategies/Estate tax planning
Chapman, Hext & Co., PC, primarily serves Texas, although we are frequently called upon to provide services throughout the United States and internationally. We have experience in all types of industries from small and mid-size companies to large regulated and publicly traded companies.
We see ourselves as business partners with our clients and appreciate the trust they have in our services, our reputation, and our commitment. We strive for our clients’ success. We believe our old-fashioned values, combined with our dedication to client satisfaction and focus on success, are the reasons why our current clients recommend CH&Co to other business owners, managers, and individuals.
If you or your company needs a Trusted Business Advisor with strong financial skills and knowledge, we would be delighted to help!
If you have any questions, please feel free to contact Greg Hext or Nancy Schulze, at 972-644-7112. We look forward to hearing from you!