


Integrated Strategies Email Formats
Financial Services • Dallas, Texas, United States • 1-10 Employees
Key Contact at Integrated Strategies
Andrea Jmorris
Director of Client Experience
Company overview
| Headquarters | Dallas, Texas, United States |
| Phone number | +1752549723486300 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2023 |
| Employees | 1-10 |
About Integrated Strategies
Integrated Strategies is a fee-based business consulting team offering comprehensive, forward-facing solutions to small and medium sized private companies. Working with existing management, we offer solutions centered around valuation considerations, exit and continuation options, employee recruiting and retention, transfer or consolidation strategies and succession planning around tax-sensitive generational transfer strategies. Our goal is to coordinate the success of your business endeavors with the lifestyle goals and dreams of your personal plan.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Integrated Strategies has never raised funding before.
Frequently asked questions
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