Texas

Dallas

Local market context

Dallas-Fort Worth is the operating capital of the Sun Belt, with deep finance and banking infrastructure, a fast-scaling tech corridor in Plano and Frisco, and a steady stream of corporate relocations pulling B2B service demand higher every year. Local SMBs often have strong revenue but underbuilt back offices, with founders running pricing, sales, and finance out of one head. We help Dallas LLCs and S-Corps install a clean P&L, a 13-week cash forecast, and a sales pipeline that does not collapse when the founder takes a week off. Most of our Dallas clients sit between $1M and $8M revenue and serve corporate or upper-middle-market buyers.

Who we serve here

Boutique finance and wealth advisory firms, B2B tech and SaaS service businesses, MSPs, accounting practices serving corporate clients, and professional service firms across DFW. Typical operator: founder-CEO, 8 to 60 employees, S-Corp, strong revenue but weak commercial systems.

Common industries

Boutique Finance & Wealth AdvisoryB2B Tech & SaaS ServicesMSPs & Managed ITCorporate Accounting PracticesProfessional Services

Most-requested services

Meeting format

Ligal Frish and Eitan Eshtemaker run engagements remotely from Israel. Central Time mornings overlap our afternoons cleanly, so weekly 30-minute Zooms with Dallas founders fit easily before lunch on both sides.

Frequently asked

Do you understand selling into corporate Dallas buyers?

Yes. Several of our DFW clients sell to Fortune 1000 procurement and large regional banks. The cycle is long and political; we help shorten it with productized offers, tighter qualification, and a pipeline that does not stall on follow-up.

How does the $1,500 diagnostic work for a Texas S-Corp?

Flat $1,500 fee. Two to three weeks of structured work: P&L review, pipeline audit, customer mix analysis, and a written 90-day plan. IRS filings stay with your CPA. Texas franchise tax considerations are flagged but not filed by us.

How is this different from a Dallas-based fractional COO?

We are not a fractional COO. We are an operating diagnostic plus a written 90-day plan, optionally extended into a retainer. No long contracts, no equity, no in-person overhead. Just the playbook from +1200 businesses we have rebuilt globally.

Book a free 30-minute diagnostic

Hands-on consulting from the two co-founders. No pitch deck, no sales pressure.

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