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We are a trusted partner and advisor to executives, founders and funders – bringing strategic and tactical knowledge, expertise and tools that help them solve problems, overcome challenges and reclaim time. We provide a tailored suite of cross-functional services designed to empower and enable brands to grow, drive revenue, operate with ease and transform company culture.
We serve as part-time or full-time interim CFOs, or work on a project basis to find solutions during periods of transition or critical need. Clients are typically closely held and/or managed, with our direction received from the CEO, owners, or the Board of Directors. We often work closely with executive managers to identify and resolve key issues and develop financial strategies supporting long term objectives.
Texana Bank, established in 1914 and headquartered in Linden, Texas, operates as a community bank with a national charter. Renamed from The First National Bank of Linden in 2009, it is a member of the Federal Reserve and is supervised by the Office of the Comptroller of the Currency. The bank is dedicated to serving both personal and business banking needs. For personal banking, Texana Bank offers mortgage and consumer loans, checking accounts with rewards, and debit cards for convenient transactions. Business services include business savings accounts, loans, treasury management solutions, and business credit cards. The bank also provides a mobile banking app for easy access to account information. Texana Bank emphasizes customer privacy and security, utilizing encryption to protect sensitive data and adhering to federal regulations.
Price Forbes is an independent insurance broker established in 1893 and headquartered in London. As part of Ardonagh Specialty, it is recognized as a leading broker in the London market. The company has a global presence, with offices worldwide, and specializes in wholesale insurance broking, focusing on complex risk management solutions for large multinational companies. The services offered by Price Forbes include specialist insurance broking, risk management, and reinsurance solutions through its division, Price Forbes Re. This division provides tailored reinsurance broking, capital solutions, and strategic advisory services, utilizing analytics to meet client needs. Price Forbes also has a strong presence in Africa, with operations in South Africa and partnerships across sub-Saharan Africa. In addition to its business activities, Price Forbes is committed to community involvement through the Ardonagh Community Trust, supporting charitable initiatives and contributing over £1.5 million to various causes.