The Phase One partnership objective is to first establish a commanding Central Texas Footprint by growing the Foundational company to 1000 Families (clients) via organic and inorganic growth. Organic growth by onboarding families one by one via robust business development strategies focused on founders’ succession planning and Alternative Investment Strategies for HNW Families. Inorganic growth via acquisitions of Central Texas IARs/ RIAs, Wealth Mgmt., Estate Planning and CPA/ Tax Firms, providing full-service Tax planning, strategy and tax preparation for HNW Clients.
The Phase Two partnership objective is to scale the operation across the Texas Triangle via an M&A Rollup strategy aimed at acquiring the same target wealth management related firms in the greater San Antonio, Houston and Dallas Fort-Worth MSAs. Building a multi-billion dollar RIA firm. As the managing partner of the CPA Tax Operations, you will be joining Noble’s senior leadership of the Firms Family Office Vertical to execute on Noble’s Promise to Grow People, Grow Capital & Grow Companies. This position requires a hands-on leader who will roll up their sleeves, set the pace and lead by example. The Mandate is set; (i) Scale the Family Office Vertical from 200 Clients to 1000 Clients , (ii) Grow AUM from $100M to $1.0B , (iii) Grow EBITDA to $10M inside of five years.  With the company’s core values always top of mind, this leader will take play and exciting and vital role in executing a successful Wealth Management Private Equity Rollup in the Texas Triangle. For the right candidate, it will be obvious that all roads have led to this moment in time to join the Noble Capital leadership team and play a key role in our epic and legendary journey ahead to join forces to scale together and finish on top!