Shane Kimbrel
Data Magic Computer Services, Inc.1401 East Sandy Lake Rd.
Coppell, TX 75019
469-635-5500
214-673-9269 direct
469-635-5510 fax
214-673-9269 mobile
Shane@datamagicinc.com
www.datamagicinc.com
Since 1994, Data Magic has helped companies build strong information systems. Because we are Microsoft Certified Partners and have the latest hardware (A+) Certifications, our technicians are always on the cutting edge of technology.
All businesses continually seek to increase productivity while decreasing expenses. A properly balanced and well-designed network can keep you on the competitive and technical edge. We set the pace with dependable computer systems and updated computer applications.
We are now offering Unlimited I.T. Support at a Fixed Cost...
• Imagine it - your entire Organization supported and maintained with our revolutionary Flat-Rate I.T. Program - all for a fixed monthly cost.
• Your Organization will benefit by receiving support beginning with our skilled Help-Desk Technicians all the way to our Certified Network Engineers.
• Eliminate the uncertainty of fluctuating Support Costs
• Save $$ on all of your I.T. Support costs
• Have only one point of contact for your support needs
• Benefit from an improved I.T. Support infrastructure
• Improve Employee morale and efficiency
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Larry Yowell CPA
Larry M. Yowell, CPA600 N. Central Expressway
Plano, TX 75074
(972) 215-7168
(972) 423-1003 fax
(214) 478-1040 mobile
larry@larryyowellcpa.com
www.larryyowellcpa.com
Larry is a native of Dallas, TX. With over 30 years of experience in public accounting and private industry, His extensive experience in accounting and taxation provides him with the insight that individuals and small businesses need. He provides tax planning and preparation services for individuals, corporations, partnerships, estates and trusts. In addition he assists small businesses with their accounting and controllership needs. For over 20 years Larry has assisted a number of area bank trust departments with the preparation of their fiduciary tax returns. He is a member of the American Institute of Certified Public Accountants (AICPA), AICPA Tax Section, Texas Society of CPA’s, and Dallas CPA Society. He is currently President of the Plano West Rotary Club and has over 30 years of civic and community involvement in Plano and Collin County.
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Frost Insurance
5710 LBJ Freeway
Dallas, TX 75240
(214) 515-4138
(214) 515-4138 direct
(214) 515-4199 fax
(214) 213-8599 mobile
rmccullough@frostinsurance.com
www.frostinsurance.com
Frost Insurance
Firm Information
• Twenty plus year history of providing quality products and services to medium and large commercial clients
• Full Service Operation: Employee Benefits, Property & Casualty, Retirement Planning, Executive Benefits
• Large financial commitment towards agency infrastructure including network capabilities and increased support staff
• Committed to long term survival as an independent agency
• Actively involved in Statewide political process
• Principals have served as Board members and other service roles on multiple entities including Texas Workers Compensation Fund, Independent Insurance Agents of Texas Association, Dallas Association of Health Underwriters, Dallas Chapter of Certified Employee Benefits Specialists
• Don Medlin is the Immediate Past President of Texas Association of Independent Agents
• Long term, quality relationships with carriers and vendors in industry
• Industry specific programs available Financial Services
• Employee benefits our primary market
• Over 75 years combined experience exclusively in benefits arena
• Expertise in network comparison, disruption, savings and provider discounts analysis
• Ongoing consultative support for our clients in data analysis, plan administration, employee communication, and long term strategic planning.
• Quality, detailed, formal RFP process
• Additional buying power leverage by combining multiple employers through our own block of business
• Professional designations usually reserved for Carriers/Consultants with ongoing educational commitments towards additional professional designations
• Access to nations largest benefits reference library
• Quality carrier training and educational programs
• Access to timely information regarding legislative changes in volatile marketplace
• Twenty plus years of financial underwriting experience
• Unbiased, third-party opinions, independent from ANY vendor
• Excellent relationships with markets with over 200 vendors available for product placement
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Glast, Phillips & Murray, PC - Attorneys and Counselors
2200 One Galleria Tower
Dallas, TX 75240
(800) 869-8123
(214) 528-2822 direct
(214) 528-3110 or (888) 332-9266 fax
jim@jamesvroberts.com
Jim Roberts is in the Firm’s Estate Planning and Tax groups. His practice focuses on estate planning (gift and estate tax issues, trusts, wills, family limited partnerships and business succession strategies), income tax issues ancillary to those fields (including compensation and retirement planning, 1031 exchanges, and trust, partnership and corporate tax matters) and state law issues related to those areas of planning. He handles estates of all sizes – from simple estates, to very sophisticated and complicated matters involving family business of all sizes and substantial wealth. In doing so, he has become very familiar with business entity creation, including corporations, limited liability companies and partnerships, and the impact those types of entities have on both estate and gift tax strategies as well as on income tax planning. He frequently assists attorneys in other states in federal estate and gift tax planning.
Jim is a 1975 graduate of the University of Texas School of Law, and is licensed in both Texas and Colorado. He is a member of the Real Estate, Probate and Trust Section and the Tax Section of the State Bar of Texas. At the local level, he is a member of Dallas Estate Planning Council, and the Dallas Bar Association Probate and Tax Sections. And, finally, Jim Roberts is a frequent speaker on a number of subjects related to estate planning and tax issues.
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National Business Valuations
12655 North Central Expwy
Dallas, TX 75243
972-235-6287
972-232-6287 direct
469-878-3644 mobile
BWendler@nationalbvs.com
www.nationalbvs.com
With over 22 years of professional experience in business valuation, mergers and acquisitions, analysis and structuring of traditional and non-traditional private placement investments, Brian Wendler is a Certified Public Accountant (CPA), and is Accredited in Business Valuation (ABV), Certified Merger & Acquisitions, (CM&A), Certified Financial Planner (CFP), Master Certified Business Counselor (MCBC - one of only seven people to be honored with this designation by the Institute of Certified Business Counselors), and is a Board Certified Broker (BCB). He also holds General Securities, Financial & Operations, and Municipal Securities Principal licenses, as well as a Texas real estate brokers license, and is a Candidate Member in the American Society of Appraisers.
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Frost Bank
15455 North Dallas Parkway
Addison, TX 75001
(214) 515-4957
(214) 515-4957 direct
(214) 515-4810 fax
carolyn.beebe@frostbank.com
www.frostbank.com
For six generations, Frost has been committed to helping businesses and families throughout Texas prosper. What started as a small downtown San Antonio bank is now Cullen/Frost Bankers, Inc. (NYSE: CFR), a multi-billion dollar financial holding company. Frost provides a full range of commercial and consumer banking products, investment and brokerage services, insurance products and investment banking services. Founded in 1868, Frost is the largest Texas-based banking organization that operates only in Texas, with more than 100 financial centers in the Austin, Corpus Christi, Dallas, Fort Worth, Houston, Rio Grande Valley and San Antonio regions. While much has transpired over the years, the very principles and values Frost was founded upon have not changed one bit.
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Michero & Associates Insurance
5910 N. Central Expwy
Dallas, TX 75206
(214) 668-5730
(214) 668-5730 direct
(214) 368-0308 fax
randy@michero.com
www.michero.com
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Action Coach
(972) 410-2424
(972) 742-4180 direct
(972) 742-4180 mobile
BillLux@actioncoach.com
www.actioncoach.com
Since 1997, ActionCOACH has served thousands of businesses and their owners around the world and in every category imaginable …
By showing owners how to get more time, better teams in their companies and more money on their bottom-line, ActionCOACH has grown to be the number one business coaching firm in the world, with hundreds of proven systems and strategies … guaranteed to get results.
With more than 1,000 offices in 39 countries, ActionCOACH delivers its proven business development systems to tens of thousands of business owners every week, owners who turn to business coaching to get the freedom and lifestyle they sought when they first went into business for themselves.
Since its inception, ActionCOACH has coached more clients, won more awards, gained more recognition and produced more profits than any other coaching company of its kind in the world.
Our simple and systemized approach to business has benefited business owners around the world with more time, better teams within their companies, and most importantly – more money.
Not only can an ActionCOACH Business Coach be that objective personal business mentor for you …
• An ActionCOACH can help you see the forest for the trees
• An ActionCOACH will make you focus on the game and your long-term strategies
• An ActionCOACH will make you run more “laps” while making each round easier and more efficient
• An ActionCOACH will tell it like it is
• An ActionCOACH will give you small pointers based on years of experience
• An ActionCOACH will listen
• An ActionCOACH will help you develop long-term plans that will allow your business to function more efficiently and make more profit
• An ActionCOACH will be your marketing manager, your sales director, your training coordinator, your partner, your confidant, your business mentor, your best friend... and, an ActionCOACH will help you make your dream come true …
Discover the value of ActionCOACH business coaching for your business today.
ActionCOACH is ready to help you in your business …
The only question is … are you ready for ActionCOACH?
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