Contact Broker
1811 Centenary Drive,
Richardson, Texas 75081
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About the Company
No Brokerage Fees.
3:23 works with business owners as a fiduciary, not as a broker. We do not charge brokerage fees, success fees, or any form of transaction-based compensation.
Our role is to guide business owners through the planning and decision-making process surrounding the sale of their business, under a consulting engagement.
We help owners evaluate the sale of their business as a financial, tax, estate, and life planning decision, rather than solely as a transaction. Our work commonly includes preparing for buyer due diligence, evaluating valuation expectations, reviewing proposed transaction structures, and helping owners assess the credibility and seriousness of prospective buyers.
3:23 also provides ongoing fiduciary financial planning and investment advisory services, allowing clients to integrate business decisions with their broader personal, family, and wealth planning over time.
Broker Biography
Introduction
3:23 was founded on a simple conviction: when the stakes are high, business owners deserve advice that is independent, principled, and aligned with their long-term good — not advice shaped by commissions or transaction incentives.
The firm’s name comes from Colossians 3:23: “Whatever you do, work heartily, as for the Lord and not for men.” That verse is not branding. It is the operating standard. It informs how we structure our fees, how we define our role, and how we work with clients — even when doing so is more difficult or costly to us.
3:23 works with business owners as a fiduciary. We are not business brokers. We do not charge brokerage fees, success fees, or transaction-based compensation, and we do not structure our relationships around outcomes or deal closings. Our advice is provided under consulting and advisory engagements and is focused on preparation, evaluation, and disciplined decision-making.
We believe the sale of a business is rarely just a transaction. It is often the culmination of decades of work and risk, and it carries lasting implications for taxes, family, legacy, and future stewardship. Our role is to guide business owners through that process thoughtfully — helping them assess readiness, establish realistic expectations, prepare for buyer diligence, evaluate proposed deal terms at a high level, and understand how a potential sale fits into their broader financial life.
Because we are paid for advice rather than transactions, we are free to slow the process down when necessary, to challenge assumptions, and to advise clients not to proceed when the facts do not support it. When licensed business brokers, attorneys, or other specialists are required or appropriate, they are engaged directly by the client, and we coordinate alongside them while remaining independent and objective.
In addition to transaction-adjacent advisory work, 3:23 provides ongoing fiduciary financial planning and investment advisory services. This allows clients to integrate business decisions with their personal balance sheet, tax strategy, investment allocation, charitable goals, and long-term legacy planning over time.
3:23 is built for business owners who care about doing things the right way — not just the fast way. Our clients value clarity, preparation, and advice that is grounded in integrity. We view our work as stewardship, and we take that responsibility seriously.
Services Provided
Business Sale Planning & Advisory
3:23 provides advisory guidance to business owners who are evaluating or preparing for the sale of their business. Services are provided under a consulting or advisory engagement and focus on planning, analysis, and decision support.
Areas of guidance may include:
Assessing readiness for a potential business sale
Establishing realistic valuation expectations
Evaluating timing considerations and personal financial readiness
Reviewing proposed transaction structures at a high level
Preparing for buyer due diligence, including financial and operational considerations
Assisting clients in evaluating the credibility and seriousness of prospective buyers
Guiding a seller through the transaction
Tax, Estate, and Financial Planning Integration
As a fiduciary financial planning firm, 3:23 helps clients evaluate how a business sale fits into their broader financial picture. Guidance may include coordination of transaction-related tax planning with the client’s CPA, estate and legacy planning considerations, and cash flow and balance sheet planning before and after a business sale. We do not provide legal or tax preparation services.
Ongoing Fiduciary Financial Planning
3:23 offers ongoing financial planning through a subscription-based advisory relationship. Services may include guidance on cash flow, risk management and insurance planning, retirement planning, tax strategy coordination, investment portfolio construction and monitoring, real estate or alternative investments, and education or legacy planning. The scope of services is tailored to each client’s circumstances.
Investment Advisory Services (Optional)
Clients may elect discretionary investment management as part of the financial planning relationship. Services may include determining investment objectives and risk tolerance, asset allocation, investment selection, and ongoing portfolio monitoring.
Areas Served
Professional Affiliations
Chartered Financial Consultant (ChFC)
Southern Methodist University - Cox School of Business (BBA), Finance
