Affiliate Members

America's Credit Union
2154 Forest Lane
Garland, TX 75042
972-494-5328
yourcreditunion.org
Ken Gibson

Bernstein Global Wealth Management
300 Crescent Court, Ste. 950
Dallas, TX 75201
214-860-5290
bernstein.com
John Eggleton

CIT Small Business Lending
4621 South Cooper, #131-172
Arlington, TX 76017
817-557-2669
cit.com
Brian Sheets

1777 N.E. Loop 410, Ste. 600
San Antonio, TX 78217
210-820-2650
Joseph Weiner

Comerica Bank
115 Wyanoke
San Antonio, TX 78209
800-964-7766
comerica.com
John Park (right)

801 E. Campbell, Ste. 142
Richardson, TX 75081
214-570-7903
Stephen Chadwick (left)

2560 Dallas Parkway
Plano, TX 75093
972-309-2933
Eric Keller

Comerica Bank, a Fortune 500 company and newly headquartered in Dallas, Texas, is among the 25 largest banking companies in the United States, with $62 billion in total assets as of December 31, 2007. The SBA Lending division specializes in SBA 7(a), 504, and Conventional loans for business acquisition, real estate purchases, leasehold improvements, and business expansion projects. Comerica Bank SBA loans provide more flexible and small business friendly financing with up to 90% financing and up to 25 year terms. Comerica is one of the Top Ten SBA Lenders Nationwide with over $1.5 billion in SBA loans serviced.  Additionally, as a National SBA Preferred Lender, Comerica has the ability to approve SBA loans on behalf of the Small Business Administration nationwide.

Diamond Financial Services
6850 N. Shiloh Rd. Ste. K-280
Garland, TX 75540
469-366-6490
Randy Clements

DRDA, PC
2525 Bay Area Blvd., Ste. 460
Houston, TX 77058
281-448-5784
drdacpa.com
borsaplan.com

Douglas Dickey
Suzy Granger

DRDA, PC’s BORSAtm (Business Owner’s Retirement Savings Account) plan is a tool which allows your Buyer’s to fund the purchase of a franchise or business using their holdings in a qualified retirement plan.  Through the utilization of a BORSAtm these purchases can be accomplished without distributions, taxes, penalties, or the use of loans.  Each plan receives an IRS Favorable Determination Letter.  DRDA, PC is the only CPA firm that is offering this plan on a national level.  Our turn around time in most cases is 7 to 10 business days, much quicker than any of our competitors.  Let us help you bring more deals to closing through your client’s use of the BORSAtm plan. Call Suzy Granger at 281-954-6023 or visit www.borsaplan.com to learn more.

Drisdale Law Firm
900 RR 620 S., Ste. C101
Austin, TX 78734
512-263-0552
www.drisdale.com
John Drisdale

Drisdale Law Firm focuses on the "entry and exit" business law needs of small to mid-size businesses including:

• Buying, selling and investing in businesses.
  
• Buy-sell and shareholder agreements.
  
• Purchasing franchised operations and reviewing franchise agreements.
  
• Organizing limited liability companies, corporations, and partnerships.

Goodall & Davison, P. C.
1250 S. Capital of Texas Highway, #3-601
Austin, TX 78746
512-327-3400
goodalldavison.com
Mark Avery

Anthony Goodall

Guidant Financial Group
13122 NE 20th Street, Ste. 100
Bellevue, WA 98005
888-472-4455
guidantfinancial.com
Doug Smith

Law Office of John C. Willems, III
10440 N. Central Expwy., Ste. 1400
Dallas, TX 75231
214-360-1020
John Willems

Lawyers Escrow & Trust
5950 Sherry Lane, 4th Floor
Dallas, TX 75225
214-520-9800
lawyersescrowusa.com
David Garner

Lawyers Escrow & Trust Company, LLC, is an escrow and closing company focused on providing business transaction solutions specifically designed for buyers and sellers of small businesses and their advisors and referral sources – including professional intermediaries, business brokers, and small business lenders. Lawyers Escrow & Trust is headquartered in Dallas, Texas, with closing offices in Houston, Austin, and San Antonio.
                                            
Some of the services provided by Lawyers Escrow & Trust include:

• UCC Lien Searching with the Texas Secretary of State
  
• UCC Transaction Insurance through First American Corporation
  
• Escrow and Loan Closing Services including Attorney Prepared Closing Documents and Business Personal Property Tax Certificates
  
• Title Insurance Services provided by Third Party Title Insurance Companies
  
• Corporate Services
  
• Transaction and Loan Funding and Disbursement
  
• Document Recording and Delivery
  

Management Information Analysis
9390 Research Blvd., Bldg. II, Ste. 200
Austin, TX 78759
512-478-3848
mia-consulting.com
K.C. Cerny

McKinnon, Wootton Valuation Services
10000 N. Central Expressway, #1350
Dallas, TX 75231
214-750-3010
mckcpas.com
John Bechtold

Mullin House, PC
2425 N. Central Expy., Ste. 200
Richardson, TX 76080
972-931-0022
mullinlawpc.com
Zachary Copp

Mutual of Omaha Bank
777 Main Street, Ste. 600
Ft. Worth, TX 76102
817-887-8160
firstheritagecapital.com
Mark Thielke

National Business Valuation Services, Inc.
12655 N. Central Expwy., Ste. 700
Dallas, TX 75243
972-235-6287
nationalbvs.com
Brian Wendler

New York Life
2535 E. Southlake Blvd., Ste. 140
Southlake, TX 76092
817-917-2725
newyorklife.com
Jerry Dillon

Phillips & Reiter, PLLC
1300 W. Sam Houston Parkway S., Ste. 340
Houston, TX 77042
713-554-6900
outsourcegc.com
Tri Nguyen

PNC Bank
523 Pueblo Vista
San Antonio, TX 78256
210-289-8686
pnc.com
Andy Denzer

16225 Park Ten Place Drive, Ste. 500
Houston, TX 77082
281-994-4177
Dan Lang

Popular Small Business Capital
1600 E. Lamar Blvd., Ste. 270
Arlington, TX 76011
817-274-6315
popularsmallbiz.com
Dale Donnell

565 South Mason Rd., #216
Katy, TX 77450
281-579-1444
Ken Swan

131 Shasta Drive
Hickory Creek, TX 75065
940-497-2085
Jim Tennial

Prosper Bank
805 E. First Street
Prosper, TX 75078
972-365-1091
bankprosper.com
Colin Beil

Raymond James & Associates
420 Throckmorton, Ste. 830
Ft. Worth, TX 76102
817-698-4933
raymondjames.com
Matt Curry

Southwest Securities First Savings Bank
2591 Dallas Parkway, Ste. 300
Frisco, TX 75034
972-731-4308
fnsouthwest.com
Roane Logan

Michael Signorelli

TNT Financial Services, Inc.
106 N. Mays Street
Round Rock, TX 78664
512-255-1600
tntfinancial.com
Sam Bakir

Walker Advisory Associates
813 Eighth Street, Ste. 550
Wichita Falls, TX 76301
940-322-5086
waa-online.com
Monty Walker

Wells Fargo Bank
40 N. E. Loop 410, Ste. 301
San Antonio, TX 78216
210-856-2092
wellsfargo.com
Elva Adams

1445 Ross Ave., Ste. 2360
Dallas, TX 75202
214-661-1249
Mike Shillingburg