Business Consulting Services
360NetWorth provides hands-on business consulting for entrepreneurs, real estate investors, and established business owners. Every engagement is handled personally by David — not delegated to a junior associate.
Entity Selection & Formation
LLC, Series LLC, corporation, S-corp, or partnership — the right choice depends on your tax situation, liability exposure, and long-term goals. David helps you get it right the first time.
LLC formation details →Succession Planning
What happens to your business when you retire, become incapacitated, or die? A succession plan protects your employees, your family, and the value you've built.
Corporate Governance & Compliance
Annual minutes, resolutions, membership registers, registered agent compliance, and franchise tax filings. The paperwork that keeps your liability shield intact.
Tax Structure & Minimization
Entity-level tax planning, S-corp elections, self-employment tax reduction, and coordination with your CPA to minimize your total tax burden.
Tax planning details →Capital Formation
Raising capital legally — private placements, Regulation D exemptions, and investor documentation that protects both you and your investors. David has personally structured capital raises.
Financial Forecasting & Modeling
Pro forma financial statements, cash flow modeling, and scenario analysis to support loan applications, investor presentations, and strategic planning.
The Personal CFO Advantage
Most businesses work with a CPA for taxes, an attorney for legal matters, a banker for financing, and a financial advisor for retirement. Each professional sees only their slice of the picture.
A Personal CFO sees the whole picture — and coordinates across all disciplines so your decisions in one area don't undermine your goals in another. David functions as a single point of accountability for the financial architecture of your business.
What David Brings to Business Clients
- 40+ years in financial services, including securities regulation, portfolio management, and tax planning
- 180+ business entities formed across Texas, including Series LLCs, corporations, and trusts
- Direct securities industry experience — Series 7 and Series 24 licenses, portfolio management, and capital markets
- Pro se litigation experience through the U.S. District Court, 5th Circuit, D.C. Circuit, and U.S. Supreme Court — an unusual advantage when business disputes arise
- Real estate investment expertise — structured 385+ property protection arrangements across 13 states
Business Entity Formation
Choosing and forming the right entity is one of the most important financial decisions a business owner makes. The wrong choice costs money in taxes, creates liability exposure, or complicates a future sale.
360NetWorth forms:
- Texas Series LLC — the most powerful structure for real estate investors, providing per-property liability isolation at a fraction of the cost of multiple separate LLCs
- Anonymous Series LLC (Ghost LLC) — complete privacy, no public connection between you and your properties or business entities
- Standard LLC — single-member or multi-member, with custom operating agreements
- Corporation (C-corp or S-corp) — for businesses seeking investment, planning an exit, or needing specific tax treatment
- FlexTrust LLC™ — David's signature structure combining a living trust with a Series LLC for privacy, protection, and estate planning in one
Are You Tired of Working for Someone Else?
One of the most common reasons clients come to David is the same question: I want to start my own business. Where do I begin? The answer is more than choosing an entity — it's building a structure that protects what you're building from the moment you start.
David has helped hundreds of entrepreneurs transition from employment to self-employment, structuring their businesses, separating personal and business assets, and creating the financial foundation that makes growth possible.
If you're ready to start, structure, or scale — the consultation is free.
Let's Talk About Your Business
15 minutes with David — no sales pitch, just an honest assessment of where you are, where you're going, and what structure will get you there.