Small Business Solutions

Successful critical planning for closely held business requires tenured expertise and an understanding of the unique needs of the business and owner. At LoneStar Financial Services, we provide the experience and knowledge to help you succeed.

Our firm is well-suited to facilitate your planning process. We have a team of professionals specialized in small business critical planning. This helps ensure efficient and cohesive plan development.

Since 2004, LoneStar FS has been helping small business owners identify the market value of their business via GAAP and historical weighting of the 4 accepted valuation methods.

Taking the necessary action to effect critical planning objectives usually requires assistance. Our plan facilitators work with you and help put in place your success solutions. We will be there to serve your needs from start to finish.

Since 1997, LoneStar FS in cooperation with various universities and colleges in Texas, Oklahoma and Arkansas, has conducted critical planning education for the local small business community.

LoneStar FS assists the small business owner in development of a tailored ownership transition plan that maximizes efficiency and acquisition success.