What Is an OwnerRoundtable Event?
This event will give you the tools and the knowledge to know how to protect and increase the value of your business as well as discuss the many options you have for the eventual sale or transition out of your business. There will be subject matter speakers that will share invaluable information that WILL help you take your business to the next level. You must register to attend.
Your DFW Organizer
Mobius Financial Advisors
Ray is CEO and President of Mobius Financial Advisors. Before entering the Financial Services profession, he owned his own business with numerous employees, equipment, and real estate for over 15 years. Combining this invaluable experience with his financial knowledge and education makes him well suited to work with small business owners and their families.
Background and Community involvements:
- B.B.A. Financial Services, University of North Texas
- B.B.A. Insurance, University of North Texas
- Certified Exit Planning Advisor
- International Association of Registered Financial Consultants
- Chartered Life Underwriter—American College
- Chartered Financial Consultant—American College
- National Association of Insurance and Financial Advisors
- Society of Financial Service Professionals
- Adjunct Professor, University of North Texas
Exit Planning Resources
Articles, Videos and Resources to Help You Prepare