Integrated Strategies, LLC

Integrated Strategies, LLC is a Dallas-based boutique financial services firm serving Family Offices, Private Equity Firms & successful professionals with self-employment income. Our objective is to help our clients protect their assets and secure a successful transition for future generations by helping them implement protection, savings and growth strategies.

We offer fee-based consulting with comprehensive, forward-facing solutions.  Consequently, we offer solutions centered around valuation considerations, exit and continuation options, employee recruiting and retention, transfer or consolidation strategies and succession planning around tax-sensitive generational transfer strategies.  Our goal is to help coordinate the success of your business endeavors with the lifestyle goals and dreams of your personal plan. 

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