Providing holistic end-to-end value creation across your entire business.

Since 1975, FCA Corp’s investment advisors have been trusted business and tax strategy partners to clients across the private, public, and social sectors, transforming their organizations in the ways that matter most to them. This requires building capabilities that help businesses and people to thrive in an ever-changing environment.

At FCA Corp, we have helped companies from formation, start-ups to going public to exit planning and succession planning for company founders—we have decades of experience. Our team, which includes attorneys, CPAs, business managers, consultants, and entrepreneurs, is designed to operate as one. Across the firm and throughout all levels of client organization, we work in a uniquely collaborative model to deliver results that help our clients thrive. Providing guidance, tools and resources for businesses in the following areas:

Pre-Sale and Post-Sale Liquidity Event Planning

Whether through an IPO or a strategic sale, we help business owners and entrepreneurs with planning for a liquidity event pre-sale and post-sale.

Operations

We provide entrepreneurs and business owners guidance on their systems, equipment, people, and processes needed to make the organization function.

Tax Preparation & Planning

We are equipped to coordinate all of your business tax compliance needs as well as to provide powerful and practical tax planning strategies for all phases of your business startup, expansion, and succession plans.

Corporate Finance

We have years of experience advising entrepreneurs and business owners as they transform the finance organization,, undertake major investment and financing decisions and communicate with investors.

Entity Selection

Our experienced team helps business owners and entrepreneurs choose the right structure of the business taking into account daily operations, taxes, and personal risk.

Mergers & Acquisitions

We can assist you with mergers and acquisitions, valuation and accounting, investment banking, forensic advisory services, as well as assist in the planning and implementing mergers, acquisitions, and divestitures to help meet your specific objectives.

Exit Strategy

We help entrepreneurs and business owners address the personal, tax, and financial aspects of the sale of a business.

Involving the Family in the Business

Whether it's the transition from the Founder to the first generation, or even later generations, we have assisted clients in the process of how to govern, reward, transition control, pay for, and help make the business to continue to be viable as a family business when a third party sale is not the desired result.

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Wealth Management and Planning in Houston

FCA Corp has offered individuals, families and business owners comprehensive wealth management and planning since 1975. Our multidisciplinary team, that includes individuals holding credentials such as CFP®, CPA, MBA, and JD, collaborates closely with you to develop and implement a comprehensive, personalized plan that aligns with your goals and helps you navigate The Way ForwardTM for each stage of your life.

When you partner with FCA Corp, you’re choosing a trusted partner for life. Our Houston services include comprehensive financial planning, tax planning and preparation, investment management, retirement planning and more. Contact us today to get started.

Wealth Management and Planning in Fort Worth

At FCA Corp, we have offered individuals, families and business owners comprehensive wealth management and planning since 1975. Our multidisciplinary team, that includes individuals holding credentials such as CFP®, CPA, MBA, and JD, collaborates closely with you to develop and implement a comprehensive, personalized plan that aligns with your goals and helps you navigate The Way ForwardTM for each stage of your life.

Our Fort Worth office opened to serve business owners, executives and professionals and provides services such as comprehensive financial planning, tax planning and preparation, investment management, retirement planning and more. Contact us today to get started.