Fourth Point

Introduction

Most owners get a transaction when what they need is a plan.

Here is the gap: Your CPA looks backward, files what already happened, finds you some deductions, and does it well. That is what filing is. It is a look in the rearview mirror.

Then one day you sell the company. It is the largest financial event of your life, and you are holding a sum of money you have never held before with a question nobody prepared you for: now what?

On one end, you have the person looking behind you. On the other end, you buyers and lenders looking at numbers you were never coached on. Between them sits a stretch of decisions (entity structure, deal structure, allocation, timing, what to fix and when) that quietly determines what you actually keep.

Fourth Point Capital was built to stand in that gap between the two.

How we are put together:

We combined disciplines that normally sit in four separate offices and rarely speak to each other: CPA and tax work, business valuation, exit planning, seller-side brokerage, and wealth management.

The practical result: when a buyer's letter of intent hits your desk, the person analyzing the offer, the person modeling the tax consequences, and the person who will help you handle the proceeds are on the same team and already know your file. Nothing gets lost in the handoff between advisors, because there is no handoff.

Who we work with

Established owners of privately held Texas companies.

Two types of owners tend to find us:

The owner who is ready after decades of early alarms and Saturday calls. You built something real, and you want the exit handled by people who treat it as the culmination of that work rather than a listing on a website.

The owner who is not done yet and is growing, acquiring, or building toward a much larger exit in five years. You want to know what the business is worth today, what is holding that number down, and what the sequence is between here and there.

What is different about how we work

Selling is a transaction, not a surrender. Owners are told, directly or by implication, that selling means giving up income and identity. That framing has cost people real money. What you are actually doing is converting decades of equity into liquidity, and the way that conversion is structured matters as much as the price.

We work the structure before you sign, not after. Two offers at the same number are not the same offer. Asset versus stock treatment, purchase price allocation, installment terms, and timing all affect your net. Once the LOI is executed, most of that leverage is gone. So we do the work early.

We will tell you when you are not ready. If your financials, your customer mix, or your dependence on being in the truck every day would cost you at the negotiating table, we say it out loud and show you what it would take to address it. We would rather have a real conversation now than an expensive one later.

Confidentiality is operational, not a promise. Your employees, your competitors, and your customers do not find out from us. We built the process that way.

Where we are

675 Rice Road, Tyler, Texas 75703. We work throughout East Texas, DFW, and the state.

The first conversation costs nothing.

Most owners we meet are not selling this year. That is fine (and frankly it is the better starting point). The strongest outcomes come from owners who began the conversation years before they needed to.

If you want to know what your business is worth today, and what would have to change for it to be worth more, that is a phone call.

Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through Thirteen Twenty-Two Advisors, a Registered Investment Advisor. Thirteen Twenty-Two Advisors is a separate entity from LPL Financial. Fourth Point Capital, LLC is not affiliated with LPL Financial or Thirteen Twenty-Two Advisors. Insurance products and tax consulting services are offered independent of LPL Financial and are not subject to FINRA or SIPC protections. This material is for informational purposes only and is not intended as tax or legal advice.