About Fred Whitlock
Fred has been in the business of helping individuals access their retirement monies tax deferred and penalty free for over 9 years. I decided to go completely on my own in July of 2009. I am associated with Monty Walker, CPA and Principal of Walker Business Advisory Assoc. Monty is Trustee and Administrative Fiduciary of the Entrepreneur Retirement Plan of America (ERPA), a safe harbor 401(k) plan.
ERPA is specifically designed to enable the plan to invest in the qualifying employer securities of the sponsoring employer.
Its features enable the Plan to invest directly in the entrepreneur’s business. To maintain regulatory compliance, a retirement plan, which serves as a source of business capital, needs ongoing professional trustee, fiduciary, administrative management and investment services. We provide all these services. We shoulder the liabilities and responsibilities for all matters that relate to the plan….. not the client as in other platforms.
About Monty Walker
Monty W. Walker is the senior principal of Walker Business Advisory Services and Entrepreneur Retirement Benefits (ERB). While both firms provide strategic business and transaction advisory services to the closely-held business market, Entrepreneur Retirement Benefits’ focus is the design, implementation and support of innovative retirement strategies such as the ERPA.
Monty Walker works with entrepreneurial clients throughout the country advising them in the areas of business transactions, business structuring and design, business tax planning and business exit planning. Entrepreneur Retirement Benefits, LLC is the Plan Sponsor for the ERPA. Plan trustee, fiduciary, administrative and management support services are rendered through ERB and its key personnel and partners.
Having come from an entrepreneurial family, Monty has a comprehensive business background spanning over 24 years which includes experience in both start-ups and established entities. Monty spent a significant portion of career as an industry CFO in the private sector and he has owned and operated several of his own businesses. Thus, his experience comes from being directly in the trenches.
About Kevin Price
Kevin S. Price is the Chief Investment Officer of Interlake Capital Management, LLC, a Registered Investment Advisor (RIA) headquartered in Madison, Wisconsin. Interlake manages assets for private clients and defined contribution retirement plans. The firm’s absolute independence allows Interlake’s professionals to make investment decisions purely on their merits.
As an RIA, Interlake has a fiduciary duty to act in its clients’ interests above all others, a legal principle that assumes special importance in the context of 401(k) and other retirement plans.
Mr. Price brings an excellent mix of education, experience, quantitative skills, and temperament to the professional team of the Entrepreneur Retirement Benefits, LLC.
About Brian Wendler
With over 29 years of professional experience in business valuation, mergers and acquisitions, analysis and structuring of traditional and non-traditional private placement investments, Brian Wendler is a Certified Public Accountant (CPA), and is Accredited in Business Valuation (ABV), Accredited Senior Appraiser (ASA), Certified Merger & Acquisitions, (CM&A), Certified Financial Planner (CFP), Master Certified Business Counselor (designated by the Institute of Certified Business Counselors), Accredited in Business Appraisal Review (ABAR – Less than 100 individuals hold this designation nationally) and is a Board Certified Broker (BCB). He also holds General Securities, Financial & Operations, and Municipal Securities Principal licenses, as well as a Texas real estate brokers license.
Brian has participated as an instructor at national and state business broker conferences, and has trained and provided valuation, mergers & acquisitions, transaction and deal structuring advisory services on an on-going basis to over 1,200 business intermediaries, SBA lenders, and professionals represented by all fifty states. His experience extends across a wide variety of industries and company sizes including but not limited to manufacturing, wholesale, distribution, construction, hi-tech, retail, as well as in professional practices, financial services, and in hospital-based and stand alone medical practices and specialties. He has been involved in over 13,000 business valuations, and assisted in over 15,000 transactions. He is currently the co-chair of the Exit Planning Group for the Dallas Chapter of the Society of Financial Service Professionals (SFSP).
About Bob Fariss
I have extensive tax and related financial knowledge of these situations; however, my practice has developed around the the importance of the individual’s personal capabilities in these situations. The results of this orientation are being formalized in the book “Business Model YOU” and my Professional Branding workshops at UTA.
Sometimes career change is forced; but almost always it’s for the same reason. People are tired of what they’re doing now. My success with business transitions is understanding burn-out and how it effects all those involved. Sellers are often reunited with the passion they originally had for their business and go on to grow much more valuable companies. Buyers learn how to find the right opportunity that compliments their skills, interests, and personality. Professionals focus their business values into brands they can use to unite and expand their businesses.
Prior to joining Murphy Business and Financial I was a principal at C-level Consultimg. Our practice had a focus on assisting C-level executives with compliance and transition issues. This drew me to my focus on working with professionals in transition.
Every business exists for a reason – to serve its customers. People also have a reason to exist; but it’s not necessarily to serve customers. Every life must have a purpose. There is immense satisfaction having a tax and financial expertise that can be leveraged to help others identify and achieve this purpose.
Thanks to Matt for his work on marketing, design and improvement in the rankings.