Parker County Today: What did
you do before you got into your
current business?
ZE: After graduating college, I
worked in Houston as a financial
consultant for a medium size utili-
ties company. After planning on
moving back to the DFW area,
the opportunity presented itself
to start up a firm in the Parker
County area, and I could not pass
it up.
PCT: What is your passion in
starting this business?
ZE: It is really satisfying knowing
I can assist an owner in getting
their fair compensation for a
company that they have put years
of hard work into, helping them
retire or move on to the next step
in their life.
PCT: How did you get into this
field?
ZE: I really feel like it blends all
the knowledge I have learned in
college as well as all of my past
experience. My base was already
in finance and I wanted to have
more interactions with people.
Not only that, but actually help
everyday business owners exit
their business.
PCT: What do you look forward
to the most in this new business?
ZE: Learning the ins and outs of
all the different industries. I am
young, and being exposed to
clients in so many industries is
going to help me grow and gain
tons of inside knowledge in a
range of businesses.
PCT: What is the best piece of
advice you can give to customers?
ZE: For business owners, seek
advice early. A lot of the time
companies have CPAs and think
that’s enough, but when a compa-
ny is trying to grow or an owner
is trying to sell, you need some-
one who specializes in packaging
your company structurally and
financially.
PCT: What is something that
others don’t know about you or
your job?
ZE: I grew up just west of Parker
County in Mineral Wells. I gradu-
ated high school there in 2012,
and went from Weatherford
College to Tarleton State where I
graduated in 2017.
PCT: Where do you see yourself
and your business in the next 10
years?
ZE: Personally, I would like to be
more involved with my commu-
nity, whether that be here or my
hometown in Mineral Wells.
Businesswise, I would love to see
the business expand to multiple
brokers in a mix of cities and
counties in the area. And most
importantly, I will still be helping
business owners of all sizes grow
and get their fair compensation
for their hard work.
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PCT: What do you do in your day
to day?
ZE: Every day is different. There
is a lot of interaction with busi-
ness owners who are needing
help exiting their business, and
we get a variety of people in a
variety of industries. We have also
been in the process of completing
a few valuations, and it is fulfill-
ing to know at the very least we
can take a look at the company
financially and advise them on
what changes they need to make
to better their business. When we
are not directly working with the
owner, we are kind of “behind the
scenes,” gathering financials and
other documents from bookkeep-
ers and accountants.
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