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STETSON CONSULTING

Stetson Investments, Inc. helps businesses both reach and exceed their goals. Backed by experienced professionals, our strategic services team partners with various clients - from small start-ups to large firms - and delivers lasting changes with measurable growth.  Our experience helps us tailor unique strategies designed to fit our clients' specific needs. Learn about our areas of expertise below, and connect with our strategic intake team to discuss your business needs today.

STRATEGIC PLANNING

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Stetson knows that strategic short and long-term business planning is one of the keys to success. Without a clear vision for the future, many businesses flounder. Stetson specializes in tackling clients' immediate challenges while creating a sustainable business plan. Our approach includes identifying potential industry issues, analyzing financial performance, and developing related strategies for long-term success.

LOAN ORIGINATION & BROKERING

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With 70 years of combined industry experience, trust Stetson's lending team to meet your unique financial needs. Stetson's qualified financial professionals have brokered loans for commercial real estate and expansion initiatives and obtained acquisition and liquidity financing for clients across 46 states. Secure the best financing for your business with our team of banking, lending, real estate, and financial professionals.

SUCCESSION PLANNING

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Many small businesses rely on their key personnel but lack vital contingency succession plans.  Even strategic leaders might suffer from an unexpected accident, illness, or personal trauma. Effective succession and emergency management planning might see growing businesses through the often-inevitable loss of critical team members. Stetson can help companies not only survive but thrive amid crucial personnel changes.

MERGERS & ACQUISITIONS

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Some businesses are better together. Stetson's M&A team leverages their research capabilities and experience to identify and vet acquisition targets and develop growth strategies for companies looking to maximize their sales value. Stetson shepherds clients with their organized and disciplined approach to high-value transactions throughout the mergers and acquisitions process. Whether you need assistance structuring and executing a subsidiary exit strategy or effectively targeting a start-up acquisition, trust the experienced mergers & acquisition specialists at Stetson.

BUSINESS VALUATION

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Stetson's experience buying and selling business interests gives its analysts critical insights into the factors that help businesses create and maintain value. We offer open and honest business valuations and help enterprises maximize their true market value. Whether you need help developing an effective disposition plan or positioning a company to optimize liquidation proceeds, consider speaking with the experienced analysts at Stetson.

ACCOUNTING AND BOOKKEEPING

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From navigating QuickBooks to handling tax season, Stetson's accounting team customizes bookkeeping services to meet each client's unique needs. Let Stetson Investments, Inc. reduce the stress of payroll, invoicing, tax, and account management for your specific regulatory and investor requirements.

(817) 766-6400

165 Stonebridge Ln., Suite 120, Southlake, TX 76092

©2023 by Stetson Investments, Inc.

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