Kelly Ann Winget

How should you create your financial plan? You should create your plan and invest strategically to try to achieve the best outcome for you and your family’s financial goals. Give Legacy Capital a call at 281-595-1997 to review your financial plan to make sure you are strategically invested. #legacycapital #leadalegacy #thewoodlands #thewoodlandstx #plan #wealthmanagement #strategicplanning #investments #invest

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Our first Investor Activation Program workshop of the year is this Wednesday, Jan. 15 at Ion Houston featuring Lenny Saizan, co-founder and Managing Director of the Urban Capital Network! This event will explore the basics of angel investing and the role it plays in bringing new products and services to market and the impact it has on wealth and job creation. This session is ideal for the following investment related stakeholders: 🔸 Prospective Angel Investors who want to learn more about the world of Angel Investing 🔸 Investment Advisors (RIA/FA) who are looking for alternative investments for their clients 🔸 Entrepreneurs who want to learn more about what Angels are looking for in their deals 🔸 Entrepreneurs who want to meet/network with Angel Investors The Houston Ion District Investor Activation Program (HIDIAP) is helping build an equitable climatetech industry capable of rapid deployment by addressing a fundamental challenge: the region’s lack of funding for early-stage climatetech startups, and especially for those led by underrepresented founders. Learn more: https://lnkd.in/eNWKHyYg Register for the event here: https://lnkd.in/gyraYbjm

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SNEAK A PEEK - 506(c) DEAL ALERT! Forget the usual suspects—smart investors are now looking in Burleson, Texas! I am SUPER excited to have a fantastic investment opportunity for accredited investors in this booming area. Burleson is growing faster than expected, with massive new developments. You want in on this? Let’s chat, and I’ll give you the inside scoop. Click on the link in the comment to schedule a call! #deal #506c #investmentopportunity #passiveincome #realestate

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Our 3-person team at SLX Capital works out of a co-working building at one of the busiest intersections of North Dallas (121 and Dallas North Tollway). According to CoWorking Mag, there was a 20% increase in total spaces nationwide between December 2022 and May 2024. Traditional offices aren't going anywhere, but the rise of new economies, working styles, and leaner teams can't be ignored. My personal predictions looking ahead to 2025: - Large companies (5,000+): We'll see smaller satellite offices open closer to suburbs where employees live. A 10 minute daily commute vs. 30+ minutes dramatically increases quality of an individual's life. These companies have the the highest leverage in rent negotiations as office occupancies in DFW are ~70%. - Medium companies (500 - 1,000): Hybrid schedules will become permanent meaning commuting 3x a week vs. 5x. These companies will recognize the most cost-savings in human capital. Most people will take a slight pay-cut for flexibility and the ability to work remotely. - Small companies (10 - 25): Rather than locking into long-term leases at traditional offices, they will go month-to-month in a co-working space or continue to work remotely across the world. -Micro companies ( < 10): You may end up reaching out to SLX Capital to purchase an office condo at The Compound that combines innovation, design, and location! 😎 Work is getting compressed. Teams are more trusting. Companies are getting smaller. However, productivity is sky-rocketing. I wouldn't be surprised to see companies run by 3-5 people over the next few years being valued over $1 billion.

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Thinking about selling your business? Or maybe you're interested in buying a business? Join me next Wednesday, July 17 at Ion Houston for an informative presentation on the basics of selling and buying businesses. Business owners will learn about exit planning, maximizing value, and the selling process. Buyers will learn how to evaluate businesses, financing strategies, and more. Use the link below to register. #exitplanning #sellyourbusiness #acquisitions #valuations

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Acquisition Opportunity: Texas Renovation-Rehab Multifamily Construction Services Business 20456 New on the market! Feel free to forward to any other interested parties.   2024 TTM Sales: $36,141,211 2024 TTM Cash Flow to Owner: $5,805,673   Price: NEGOTIABLE and includes net working capital.    The Company is a well-established semi-absentee owned, NON-NEW construction services business for EXISTING multi-family properties and assisted living facilities, serving primarily owners, property managers, construction managers, insurance companies and financiers. Services include interior upgrades and exterior renovation of the building envelope (including all construction services necessary to complete the work), roofing, and replacement for existing properties (multi-family rehab work). Demand is typically a) insurance-required, b) lender-required and/or c) investment-required. The Company does no new construction work unless it relates to ground-up rebuilding, typically for insurance claim purposes. The Company also has a growing presence in providing fire-water damage and storm restoration services. The Company sells the jobs, creates estimates for the work, creates and signs contracts, and supervises their subcontractors who perform the work to the completion of the job.  Services are primarily provided in Texas major metro markets (plus a few other states for some customers). Many clients are national and have requested that the business expand nation-wide to service their other locations. Demand is a) insurance-required, b) lender-required and/or c) investment-required.  Customers are primarily brand name companies who are large national property management companies or national financing companies who may manage the properties. In some cases, these same companies also directly or indirectly own these properties. However, the direct sales relationships for the jobs are maintained through a wide variety of contacts. These contacts include banks, bankers and financial institutions, commercial real estate companies (both privately and publicly held), multifamily apartment managers, construction managers, and homeowner associations. The Company is capable and, occasionally, provides services to commercial buildings.  The Company has excellent, experienced key management and employees in place who perform their jobs autonomously. The Company owner is able to regularly travel and, at times, for extended periods. The owner represents that the business has excellent matching books & records and can prove all sales & expenses. See additional info at https://bit.ly/ang20456   If you are interested in discussing this opportunity, please reply and we will email NDA. PLEASE FEEL FREE TO FORWARD THIS TO THE APPROPRIATE DECISION-MAKER WITHIN YOUR FIRM.   Thanks, I hope to hear from you!

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📢 Attention Founders! Opportunity Austin supports the capacity for access to capital which is why we don't want you to miss out on an amazing opportunity to secure funding for your startup! Central Texas Angel Network is accepting applications for funding, and the deadline is just FIVE DAYS away! 💰 What makes CTAN stand out? They offer a seed-stage, industry-agnostic due diligence process with a combined average check size of $500k. Plus, there are syndication opportunities, and you'll get access to the CTAN Startup Success Package, which includes over $450k in startup credits! 💹 But that's not all! CTAN offers six funding cycles per year, quarterly angel speed dating, in-person pitch night in Austin for the top 5 companies, mentorship, and educational opportunities. 📨 Submit your application before April 22 to be considered for investment! Don't let this opportunity pass you by. Apply now and take your startup to the next level. Good Luck! 🤞 #startups; #austinregion #capital #angelfunding

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🚨 Looking for GAP Financing Partners to Help Fund Phase One of Our Billion-Dollar Project! 🚨 We’re excited to announce that Haunted Texas Theme Park, a billion-dollar sustainable destination resort and convention center, is moving forward with Phase One, and we are seeking $50 million in GAP financing to kickstart this ambitious project. 🔑 What’s Phase One? Phase One includes critical infrastructure development, early events, and initial attractions that will start generating revenue immediately. Our carefully structured capital stack includes equity, senior debt, mezzanine debt, and GAP financing to make this dream a reality. 💡 Why Invest Now? By joining as a GAP financing partner, you’ll be part of a billion-dollar project set to rival the biggest names in the entertainment industry. With a balanced capital structure, we’re offering a strategic opportunity for investors to come in at this crucial phase. 📈 What’s in It for You? Not only will you be fueling the next big thing in entertainment and sustainability, but you’ll also have the opportunity to exit or convert your equity as we move into Phase II and beyond. This is your chance to be part of something that will change the landscape of theme parks and destination resorts. 🔍 Phase One: Total Needed: $50 million Structured Capital Stack: Equity, Senior Debt, Mezzanine Debt, GAP Financing Project Total: $1 billion, but Phase One will generate revenue to support subsequent phases. Ready to roll your sleeves up and be a part of history? 🌍 📧 Contact us for more info or to discuss how you can be involved! #FundingOpportunity #GAPFinancing #BillionDollarProject #InvestInTheFuture #HauntedTexasThemePark #AmyBroadnax #AmyBTrippinYo #DestinationResort #Sustainability #ThemeParkInvestment #FemaleFounder #PhaseOne #LetsBuildThis

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Announcing July 10 ETA Circle event. Come hear a candid and brutally honest discussion on business acquisition and ownership. Register: www.ETACircle.com Come listen to our speaker Dan Verboski talk about the real-world challenges you will face as a business owner. Also, listen to his interview by Will Smith from Acquiring Minds from June 27. A must-listen to interview for anyone considering buying a company. Come hungry: Food, wine, beer, sodas and snacks provided for free. (Thanks sponsors!) Event location to be emailed. Please contact [email protected] if you do not receive the location. *** Please no service providers at this event. This event is only for acquisition entrepreneurs. Please register so we can have an accurate food count. Everyone who has not attended before must register in advance (admission will be denied to first-time attendees who did not register.) *** Agenda: 5:00pm-6:30pm – Networking 6:30pm-7:15pm – Speaker presentation and announcements 7:15pm onwards – Continued networking About the Founder: Reid Pennebaker is full-time searching to acquire a business at Gulf Bright Partners. Reid created ETA Circle for acquisition entrepreneurs to meet other business buyers and share advice and experiences. Looking forward to seeing everyone at the event! Contact [email protected] if you have any questions! Special thanks to our July 2024 event sponsor: Bailey Law Firm PLLC - Founded and based in Houston, TX, Bailey Law Firm focuses on acquisition entrepreneurship. With flat fees tailored to each deal, we prioritize pricing transparency, ensuring clarity and predictability in all our services. Our tailored solutions are designed to align seamlessly with the unique goals of each client, recognizing the distinct nature of every M&A endeavor. Backed by a deep understanding of diverse industries and a commitment to staying ahead of legal market trends, Bailey Law offers strategic insights and actionable recommendations that empower informed decision-making. We are committed to maximizing your transactional value, minimizing your risk, and optimizing your deal structure. Bailey Law is your trusted ally in achieving your objectives during your entrepreneurship journey.

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Join our Oct 22 ETA Circle event. Come hear our speaker discuss buying, scaling and selling his business. Register: www.ETACircle.com Will Wright successfully acquired and later exited Peerless Tents & Events. He navigated a massive warehouse fire, COVID (imagine how that impacted an event rental company!) and being on the verge of bankruptcy. He turned it all around and ended up getting his investors a 5x MOIC (multiple on invested capital) exit in 5 years. Listen to Will Smith interview Will Wright on the Acquiring Minds here: https://lnkd.in/g8Ts6nUR Come hungry: Food, wine, beer, sodas and snacks provided for free. (Thanks sponsors!) Event location to be emailed. Please contact [email protected] if you do not receive the location.   *** Please no service providers at this event. This event is only for acquisition entrepreneurs. Please register so we can have an accurate food count. Everyone who has not attended before must register in advance (admission will be denied to first-time attendees who did not register.) ***   Agenda: 5:00pm-6:30pm – Networking 6:30pm-7:15pm – Speaker presentation and announcements 7:15pm onwards – Continued networking   Special thanks to our event sponsors: Bailey Law Firm PLLC - Founded and based in Houston, TX, Bailey Law Firm focuses on acquisition entrepreneurship. With flat fees tailored to each deal, we prioritize pricing transparency, ensuring clarity and predictability in all our services. Our tailored solutions are designed to align seamlessly with the unique goals of each client, recognizing the distinct nature of every M&A endeavor. Backed by a deep understanding of diverse industries and a commitment to staying ahead of legal market trends, Bailey Law offers strategic insights and actionable recommendations that empower informed decision-making. We are committed to maximizing your transactional value, minimizing your risk, and optimizing your deal structure. Bailey Law is your trusted ally in achieving your objectives during your entrepreneurship journey. First Internet Bank’s Small Business Administration team is quite a success story in itself: since 2018, they have grown to rank among the top SBA lenders nationally in both loan volume and amount financed. As a Preferred Lender, they can deliver a faster, more flexible and robust lending experience for their small business clients. About the Founder: Reid Pennebaker is business buyer at Gulf Bright Partners who founded ETA Circle to support the acquisition entrepreneur community.

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CTAN Board Chair, Gary Forni, was featured on a recent episode of the InvestorConnect podcast with Hall T. Martin! 🎙️ In this episode, Gary shares his insights on angel investing and the impactful work we’re doing at Central Texas Angel Network. "Our Internal Rate of Return is 30%....We're running a 4.6x Return on Cash." - Gary Forni Don’t miss out on this engaging conversation! 🔗 Listen to the full episode here: https://lnkd.in/gpbqu8Fp #CTAN #AngelInvesting #InvestorConnect #Podcast #StartupFunding #Entrepreneurship

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"Investors’ approaches to diversification should change and evolve over time, staying in pace with the growth of their portfolios," says Kelly Ann Winget, CEO, founder, and fund manager of Dallas-based Alternative Wealth Partners, LLC, in the August 2024 issue of BetterInvesting magazine. "When you're young, you have the advantage of time on your side. This is when you can afford to be aggressive and diversify across high-risk strategies. True wealth accumulation comes from investing across a wide range of asset classes—not just the usual stocks, mutual funds, bonds, and real estate, but also sectors like businesses, supply chains, public stocks, insurance, and private equity," she adds. 💡 Diversify smartly, evolve your strategy, and watch your wealth grow. 🌟 #Investing #WealthManagement #Diversification #FinancialPlanning #wealthjourney #alternativeInvestments #alternatives #BetterInvesting

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I'm excited to announce the AVA-ECN Partnership: A New Era for Austin's Business Landscape! We are thrilled to unveil a transformative partnership set to reshape Austin's business community. The Austin Venture Association (AVA), Executive Council Network (ECN), and The Executive Venture Fund (EVF) are joining forces to enhance support for Austin's dynamic ecosystem of executives, entrepreneurs, and investors. Key Benefits of This Strategic Partnership: 1. Amplified Impact: By merging AVA's regional expertise and robust venture capital network with ECN's national executive community and The Executive Fund's resources, we are creating a powerful platform for collaboration and growth that benefits both local and national stakeholders. 2. Enhanced Member Value: Members will enjoy expanded networking opportunities, access to a broader range of resources, and diverse programming tailored to both executives and the venture community, bridging local insights with national perspectives. 3. New Opportunities: Community members will gain access to syndicate opportunities, shared learning experiences, and a wider network of peers across various sectors, enhancing both regional and national connections. 4. Elevated Programming: Look forward to a variety of events, including exclusive networking gatherings, online digital elements, and community-wide celebrations that cater to the unique needs of both Austin’s vibrant scene and ECN’s broader national audience. We are excited about the potential this partnership holds for our members and the broader Austin business community. Together, we will drive innovation, foster connections, and elevate Austin's reputation while integrating valuable national insights and opportunities. This collaboration offers a unique opportunity to deeply serve the Austin community and build lasting relationships on both local and national levels. Stay tuned for more details on how this partnership will unfold and how you can get involved.

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How can staffing leaders build sustainable businesses while supporting mental health? Amy Clary shares her journey from aspiring creperie owner to founding KeyStaff, now serving clients across Texas with innovative staffing solutions. Amy traces her path through multiple ventures, ultimately developing Keystaff's comprehensive approach including their unique "Smart Hire" model. She discusses how their strategy combines traditional staffing expertise with deep understanding of both client and candidate needs. The conversation explores Keystaff's evolution from traditional staffing to developing specialized solutions. Amy emphasizes the importance of face-to-face candidate screening and building long-term relationships with both clients and employees. The discussion highlights how Keystaff adapted by creating innovative payment models and focusing on quality over quantity. Amy candidly discusses experiencing a mental breakdown early in her entrepreneurial journey. She shares how continuing to work while seeking help through therapy, support groups, and personal growth ultimately led to both business success and the launching of impactful charitable initiatives. As an industry veteran, Amy offers insights on building sustainable businesses while maintaining mental health and work-life balance. Mentors who shaped Amy's journey: 💡Early Rotary Club members providing first clients and office equipment 💡Business partner Jason offers steady support through challenges 💡First therapy client showing how to transform challenges into strengths 💡OCD support group providing community during difficult times 💡Clients demonstrating the value of long-term relationships Don't miss this engaging discussion with a staffing entrepreneur who's built a successful company while maintaining focus on both business excellence and personal well-being. #staffing #personalgrowth #TheInspiredStoriesPodcast

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Succession planning is a crucial phase for any business – but especially for family-owned enterprises, where the transition from one generation to the next can significantly impact financial stability. Transitioning a family business to the next generation comes with unique challenges. And emotional dynamics and potential conflicts among family members can complicate the process. Transparent communication and involving all stakeholders in decision-making are crucial for navigating these challenges effectively. Above all, understanding the financial aspects of succession planning is key to ensuring a smooth transfer of ownership and management. Whether your aim is to transition leadership to the next generation or sell to an external party, strategic alignment between your long-term strategy and succession plan is paramount. In this week's article we look at key financial considerations that business owners should address when planning for succession. Click through to discover: • What you need to understand about debt. • The role that cash flow plays in succession planning. • Why long-term financial modelling is essential. • The importance of having an accurate assessment of taxes and transfer costs. You can read it here: https://lnkd.in/d3xG6Sp3

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