Kevin B. Roth, Cfp®, Cepa Email & Phone Number

Houston, Tx, Us

Over the last 18 years, I have co-founded, grown and exited multiple privately held businesses. I have worked on the acquisition side of the table as a corporate acquirer conducting due diligence on hundreds of companies. The combination of owning and growing companies and acquiring business has led to my passion of helping other owners simplify and clarify the complex and inseparable intersection of their personal, financial, and business lives. The perspective we bring to the table for our clients, is not just our own 75+ years of combined experience, but also from the families and business owners we have partnered with over time; who often share through our CEO roundtable and advisory groups.85% of successful businesses will not outlive their founder, as they fail to be transition ready when the opportunity or triggering event occurs. Our passion is working to change that outcome for private business owners. Whether you are looking to pivot your business for scale, considering an internal succession, dealing with absent business partners, or preparing for a third-party sale or capital infusion, we invite you to borrow from our perspective and experience.• Private Business Value Growth and Transition Advisory• Certified Exit Planning Advisor, CEPA • Certified Merger and Acquisition Advisor®, CM&AA• Kevin is a CERTIFIED FINANCIAL PLANNER™ professional• Comprehensive Wealth Management and Financial Planning

• Led the Private Business Owner/Advisory Practice• Creator of the Scalability Score™ to help business owners gain insight into the value of their privately held companies.• Architected the Focus Formula™ to better serve private business owners at the intersection of their personal, financial, and business lives.• Advised private business owners on issues ranging from third-party sales, partnership restructuring, acquisition negotiations and new company formation considerations

• Co-founded and grew to a multi-million dollar business in less than 4 years• Led the team's investment committee managing over $270 Million dollars in assets• Advised private business owners on $168 Million worth of deal transactions • Designed the team’s wealth management processes to drive increased planning for clients• Delivered comprehensive wealth management and financial planning to clients• Spoke at national conference on due diligence for investment managers

St Paul, Mn, Us

• Compose yearly strategic plan for $3B Business Unit• Synthesize Quarterly Financial Operating Reviews• Design pitches for Executive VP to engage customers/teams during meetings• Review divisional strategic plans and industry assessments

St Paul, Mn, Us

Strategic Business Development GroupProvide support for key growth initiatives across 3M's Electro and Communications Business through new business development. With focus on:• Mergers and Acquisitions• Market Analysis• Strategic Marketing

Austin , Texas, Us

• Product line manager responsible for product direction and strategic marketing• Manage team of 14 project managers/engineers through comprehensive general management and $3.7M budget responsibility • Identify new market opportunities and forge strategic OEM partnerships, growing revenue 65% to $9.4M in 2006• Drive operational improvements through cost-of-goods-sold reduction and product lifecycle management (PLM); increasing profit margins 7%• Present business-unit performance metrics to senior management quarterly

Austin , Texas, Us

•Spearheaded personnel reorganization to align team culture for increased productivity•Executed quality initiative to reduce field failure rate by 84%•Implemented efficiencies which cut manufacturing cycle time by 50%•Transformed team’s product development cycle from two years to 11 months

Gb

Consulted on professional staff development techniques for PwC Advisory groupInterviewed top tier consulting firms (BCG, McKinsey) to analyze branding strategies

Austin , Texas, Us

Austin , Texas, Us

• Supported top tier clients in developing new customized solutions• Delivered on-site training classes to NASA, Motorola, Raytheon, and Department of Defense to enhance client’s capabilities and product knowledge• Functioned as liaison between client and Marketing/R&D organizations

Austin , Texas, Us

•Pioneered internal start-up to develop new products, increased profit $300K annually•Collaborated with management to streamline new product introduction process

Mba

Bs, Computer Engineering