“I work with my clients to assess options and strategies to fit the ever-changing needs of their situation. This includes the close coordination and effective teamwork with all of their advisors.”
J. Del Walker, CPA
Chief Growth Officer, Director, Tax
What I do for Clients
Over the years, I’ve helped clients in an advisory role to manage and reduce income taxes, facilitate the sale of their business to a 3rd party, transition their business to the next generation, and evaluate private investment opportunities and raise debt and equity for their company. This has led me to be exposed to a breadth of industries ranging from real estate, hospitality, wholesale/distribution, energy and even crypto mining & trading.
I appreciate my clients by engaging in discussions with them and listening to their goals and expected outcomes for their business, then helping them achieve those outcomes.
When I’m not at work, you can find me cheering on the Sooners (BOOMER!), traveling with my wife, Teri (at least we used to before COVID), on the golf course or looking to laugh out loud far more often than folks may think…
Did you know I can speak Eastern Oklahoma Redneck? Plus, over the years, I’ve also picked up a little bit of the East Texas “Bubba” dialect, as well.
“I work with my clients to assess options and strategies to fit the ever-changing needs of their situation. This includes the close coordination and effective teamwork with all of their advisors.”
J. Del Walker, CPA
Chief Growth Officer, Director, Tax
What I do for Clients
Over the years, I’ve helped clients in an advisory role to manage and reduce income taxes, facilitate the sale of their business to a 3rd party, transition their business to the next generation, and evaluate private investment opportunities and raise debt and equity for their company. This has led me to be exposed to a breadth of industries ranging from real estate, hospitality, wholesale/distribution, energy and even crypto mining & trading.
I appreciate my clients by engaging in discussions with them and listening to their goals and expected outcomes for their business, then helping them achieve those outcomes.
When I’m not at work, you can find me cheering on the Sooners (BOOMER!), traveling with my wife, Teri (at least we used to before COVID), on the golf course or looking to laugh out loud far more often than folks may think…
Did you know I can speak Eastern Oklahoma Redneck? Plus, over the years, I’ve also picked up a little bit of the East Texas “Bubba” dialect, as well.
How do you help your clients make “Smart Business Decisions”?
Helping your clients make a smart business decision means being dynamically involved in the process. You have to look forward, evaluating the business environment we’re in, the regulatory environment we’re in and anticipate potential changes. You also have to know what their goals are and their potential end game. Do they want to keep growing their business? Or do they want to position the company for a sale in five years? Is a family member being groomed to take over the business in the short- or long-term? How do those decisions impact their retirement? All of those things factor into the options we present a client. For me, I think of it as guiding them across a risk-return continuum. Clients are looking for your opinion. They don’t want to just hear the tax law; they want to hear, “Hey, I see this…” It’s their life, their business and their wealth. We, as advisors, have to give them what they need in terms they understand to make a smart business decision.