Page 118 - TACC 2023 Program

Hext Financial Group

Financial Services

Hext Financial Group (“HFG”) is a thirty-year-old financial services firm. We see ourselves as business partners with our clients and
appreciate the trust they have in our services, our reputation, and our commitment. We believe our values, combined with our
dedication to client satisfaction and focus on success are the reasons why our current clients recommend CH&Co. to other business
owners, managers, and individuals. Through our affiliates, Hext Capital Partners* (“HCP”) and Hext Wealth Advisors (“HWA”), we
offer M&A advisory services, institutional private placements of equity and debt, restructuring and turnaround services, and wealth
management services to companies.
Your Success is our Business. Wherever you encounter challenges, we’ll find solutions.
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Sector Focus Representative Engagements
Financial Services Client Spotlights

 Tax Planning and Preparation Consulting Client - HFG consulted and performed forensic accounting procedures on
 Estate Planning the accounting, tax and other records for various Trusts and other entities for a $2.0

 International Taxation billion Family Office. The General Partner had control of all of the assets which led to
litigation between the siblings. Our Firm performed a forensic audit on the family’s
 Audited, Compiled, and Reviewed largest shared operating company, a $1.0 billion asset. We collaborated with legal
Financials counsel to provide options and structures to resolve the control issues.
 Succession Planning
 Merger / Acquisition Audit Client - HFG performed the component audit of the North American unit of a

 Operational Turnarounds publicly traded (Euro) 706 million German manufacturing company. The North
 Corporate Finance (Debt/Equity) American unit represented $125 million in revenue, and the engagement involved the
conversion of GAAP to IFRS, frequent communications with the lead auditors in
 Financial Reporting
Germany, and a compressed deadline to meet the requirements of the Company’s
investors.

Our Approach Tax Client - HFG consulted and advised a large corporation and its shareholder on

various multi-million dollar settlements in order to achieve the most tax advantageous
 We see each client as unique and we
structures. The corporation and the shareholder were able to lower their tax liabilities
never approach a problem with a by millions of dollars by properly structuring the settlements as to maximize lower
“cookie cutter” approach. rates and potential deductions. In addition to that, HFG is in constant contact with the

company and its shareholder to provide them with tax planning, tax compliance
 Through our extensive network of including assisting them with ongoing estate tax planning for the future benefit of the
capital providers and financial and shareholder’s decedent.
strategic buyers, we are able to help
our clients solve capital International Experience
problems and pursue opportunities.
 Public Company Audits
 Through utilizing the global
 Private Company Audits
resources of the entire HFG team, we
 Joint Venture/Mergers & Acquisition Transaction Consulting
create customized and personalized
 US GAAP – IFRS Technical Research
solutions for each client.

Our Commitment  Europe  China
 India
 Hong Kong
Values  South America  Mexico
 Reliable
 Innovative Firm Accolades

 Strategic
 Ethical
2016 Business of the Year Nominee
By the North Dallas Chamber of Commerce

Named Top 25 North Texas Accounting Firms

By the Dallas Business Journal