We work with business owners and their trusted advisors to understand an ESOP's benefits, feasibility, structures and execution process to help determine if an ESOP is the right solution for the owners; the business; the employees; and the stakeholders. If an ESOP is the right exit strategy, our team - comprised of ESOP, M&A and tax experts - works with the company and its advisors to help plan, execute and ensure a successful outcome.

Responsible for Business Development with trusted advisors and clients throughout Texas and the surrounding areas for business valuation and property appraisal services.Delivering a full range of valuation services for almost 50 years including support for mergers, financial reporting, estate, tax, litigation, ESOP’s, complex securities and ownership, property and real estate appraisals.

Responsible for managing 50 largest strategic accounts in the Southern United States for all services and offerings.Sold over $3,000,000 in new accounting software and professional services in 2018 and recognized as the top strategic account manager in 2018; achieving 174% of quota. YTD Performance – 2017 (132%); 2016 (128%), 2015 (128%), 2014 (116%), 2013 (114%). Utilized executive level selling, negotiations, multi-tiered relationships and complex problem solving to ensure success in every opportunity.Worked closely with Executive Team, Sales Operations, Marketing, Product Management and Consulting teams to develop new solutions; communicate new products and services effectively; create marketing campaigns to key accounts; and improve operations of other sales groups.Trained new hires on sales methodologies and strategies as well as contributed to annual meetings with special keynote sessions, training and messaging.

Responsible for adding revenue in excess of $1,000,000 annually in geographic territory covering Texas, Oklahoma, Louisiana and Arkansas (TOLA).Cold-called accounts, developed leads, presented solutions and cleared objections to ensure company exceeded targets. Achievement Club Award - Five Years. Displaced competitors’ reference accounts and case studies.

126% of application management goals; Sold over $400,000 to Fortune 1000 companies.Sold software solutions (enterprise performance and availability) to target market for mainframe monitoring and management; MQ Series application integration; Lotus Notes management; and web performance monitoring and analytics.

Recognized and promoted for developing best practices for automating disparate financial/accounting systems between onsite reporting and legacy enterprise financial systems.Utilized and designed MS SQL and MS Access systems to build custom integration, links, queries and reports to automate manual reporting requirements.Staffed on $300M SAP engagement for a Global Fortune 500 company.