Financial Services, Taxes Consulting, Financial Planning, Executive Management
A licensed Certified Public Accountant with a proven track record of success on behalf of his clients, James Ferguson III serves as co-founder and Managing Partner of Rock Bridge, LLC, and as President of the organization’s subsidiary Rock Bridge Planning. The firm, based in the Dallas suburb of McKinney, develops business and financial strategies for its clients aimed at achieving long-term goals for retirement, the sale or transfer of a privately held company, and investment management. The company and its subsidiaries, which include Rock Bridge Investment, facilitate full-service solutions that promote client goals for income generation, business execution, and tax structure and preparation. James Ferguson III applies his perspective as a Certified Exit Planner and Personal Financial Specialist to develop sound, comprehensive strategies aimed at delivering optimal results for his clients.Many people spend so much time building their businesses that they overlook their long-term goals. James Ferguson III explains to clients the numerous options available for exiting a business, including passing on a company to family members as an inheritance, selling it to employees who know and understand the industry and brand, or marketing it to interested parties as a merger or acquisition option. No matter the situation, he strives to ensure that clients realize the maximum value of their investment of time, talent, and funding. In addition to business exit and succession strategies, James Ferguson III provides tax advice. He identifies all payment requirements and every allowable deduction, but he also excels in attaining corporate and organizational structures that place his clients in the most advantageous tax positions. Moreover, he continues to work on behalf of his clients by monitoring new regulations and legislative proposals that could affect their tax situations. A graduate of Midwestern State University in Texas, James Ferguson III earned a Bachelor of Business Administration before pursuing his career as a Certified Public Accountant. He belongs to such professional organizations as the American Institute of Certified Public Accountants, the Exit Planning Institute, and the Texas Society of Certified Public Accountants. To learn more about James Ferguson III and the capabilities of Rock Bridge LLC, call the firm at (214) 544-9050.