(713) 984-8044

Companies We Have Helped Minimize
Ron Schutz-Planning Business Transitions, LLC helps owners in a variety of businesses:


Financial services client:

  • Lacked financial controls;
  • Was losing money;
  • Was focusing on smaller clients with little profit potential.
 Medical equipment firm:
  • Approached us after trying to sell the company on their own
  • Owners had conflicting goals for the sale;
  • Desired assistance in managing the sale process, negotiations, and elements of the deal.
Oilfield services firm:

  • Company on aggressive growth curve with a strong client base
  • Ahead of the industry in demand for its services
  • Owner diagnosed with terminal illness desiring to assist in transition for employees
 Software company:

  • Partners lacked clarity as to company value:
  • Growth plan relied 100% on success of a new sales team;
  • Owners lacked understanding of profitability of various revenue streams.
Get Started Minimize
Your Full Name:
*
Company Name:
*
Email Address:
*
Street Address:
*
City:
*
State:
*
ZIP:
*
Primary Phone:
*
Submit