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The Exit Planning Team

Our Succession Transition and Exit Plan team consists a large group of people with you and your business in mind such as a CPA, investment banker, financial planner, investment advisor, insurance and risk professional as well as attorney and estate planner to be sure we cover all of the exit planning steps and timing as discussed in the other sections. DRDA's STEP process can benefit your company. Contact us for more information by stopping by our Houston office, or give us a call at (281) 488-2022 to schedule your appointment today.

DRDA is made up of financial planners, attorneys, cpas, insurance or risk professionals & more