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For business owners
You built the business. Now plan the exit with the same discipline.
Most owners spend thirty years building the company and very little time deciding what happens to it, and to the money, when they step back. We work with owners in Oklahoma, Arkansas and Texas on the exit, the succession and the life after.
What we help owners with
Exit readiness
What a buyer pays for, what they discount, and the two or three years of work that changes the answer. Rick Hadrava holds an exit planning designation.
Business valuation and M&A*
Know what the business is worth today and what it will take to sell it well, with the M&A professionals at SDR Ventures.
Succession inside the family
Bringing the next generation in, treating the children who are not in the business fairly, and keeping control as long as you want it.
Turning one sale into lifetime income
A liquidity event is a once in a lifetime tax and investment decision. The plan for the proceeds should exist before the sale, not after.
Tax and estate planning*
Wealth transfer, trusts and business succession led by Ben McLintock, an attorney with an LL.M. in taxation, alongside your own CPA and attorney.
Your personal balance sheet
Many owners have almost everything in the business. We build the rest of the balance sheet so the business does not have to be the whole retirement plan.
*Provided with the help of the firm's third-party strategic partners.
Business owner briefing
The midterms, your taxes and the next three years
Thursday, December 10, 2026, online. A business owner briefing with Uniting Wealth Partners and SDR Ventures. Complimentary, educational, and no products are sold on the call.
Save your seatNear you
Offices in Oklahoma, Arkansas and Texas
Oklahoma City
6303 Waterford Boulevard, Suite 125, Oklahoma City
Rick M. Hadrava, Kip Nichols
Meet the teamArkansasNorthwest Arkansas
3300 S Market Street, Suite 404, Rogers
Scott H. Shepherd, Randy S. Koontz, Aaron Jurgensmeyer, Ben R. McLintock, Brad Blankenship
Meet the teamTexasOdessa and the Permian Basin
1921 E 37th Street, Suite B, Odessa
Kathy McIntyre, Steve R. Hurt
Meet the teamQuestions we get asked
When should I start planning an exit?
Ideally three to five years before you want to step back. Many of the things that lift a sale price, such as reducing dependence on the owner and cleaning up financials, take time to show up in the numbers.
Do you sell businesses?
Business valuation and M&A support are provided with the help of our strategic partners at SDR Ventures. Our role is the personal plan around the sale: taxes, the proceeds and what comes next.
Is the business owner briefing a sales pitch?
No. It is an educational session run with SDR Ventures. No products are sold on the call.
Is Uniting Wealth Partners a fiduciary?
Yes. Uniting Wealth Partners is an independent firm registered with the U.S. Securities and Exchange Commission as an investment adviser, and our advisors are held to the fiduciary standard, which means acting in your best interest. Registration as an investment adviser does not imply a certain level of skill or training.
Twenty minutes, no obligation
A short introductory call to hear what you are working toward and whether we are the right fit. It is a conversation with a fiduciary, not a sales pitch.