Planning is Key

Having the right financial plan and the ability to execute makes all the difference. At CAPTEX Strategic Management, we are passionate about providing highly personalized wealth management services that focus on long term success and security for your business or you and your family.

What We Offer

We offer custom-tailored solutions for each client that can include:

• Payroll set up and pay check issues
• Processing of payment – credit card via phone or check
• Establish credit line
• Bill payment
• Debt management
• Monthly P&L and analysis
• Light HR
• Consulting and analysis of existing due diligence for acquisitions and mergers, to include data collection
• Cost analysis benefit
• Financial reporting analysis and guidance
• Business and Personal Tax Planning
• Estate Planning and Risk Management

Why CAPTEX

We’ve experienced the challenges of running a small business first hand. We know the many hats that get worn by an owner every day. At CAPTEX we provide highly personalized, cost effective financial management that allows you to focus on running your business.

CAPTEX Strategic Management is an organization with the necessary experience to put the power of a strategic CFO behind your business. Whether you are starting your business today or are working to plan exit strategies we can assist at all levels.