Advisors

Silver Fox Advisors Announces New Member

HOUSTON, TX (September 14, 2023) – Today the Silver Fox Advisors announced its newest Silver Fox Advisor. “Jonathan Phillips was previously voted in as a Silver Fox Advisor Member and then welcomed into the organization at its September 14, 2023, Membership Meeting,” announced Joseph Tung, President of the Silver Fox Advisors. Tung added, “Jonathan is the CEO and Founder of Magellan International, a Houston-based talent acquisition, career consulting, and business consulting firm. Prior to forming Magellan, Jonathan worked at Shell for 10 years in several different business units so in addition to experience the human resources, he has a tremendous amount of experience and expertise in large corporate settings and market segments. Jonathan will be a wonderful resource for the other Silver Fox Advisor members and the businesses that they serve. Jonathan has also published a book related to jobs and careers.”. Joseph Tung added, “Jonathan is very active in the community and is a member of several organizations around the City and also sits on the board of a non-profit organization aimed at reducing homelessness for families”.

Silver Fox Advisors are proven business leaders who advise, coach, consult, and mentor business leaders, CEO Roundtables, and entrepreneurship programs.

Silver Fox Advisors have been sharing their knowledge, experience, skills and wisdom since 1986. For more information visit: www.silverfox.org

SILVER FOX ADVISORS ANNOUNCES

Hank Moore

HANK MOORE

A MONTE PENDLETON EMERITUS COUNCIL MEMBER

HOUSTON, TX (August 24, 2023) – Today the Silver Fox Advisors announced its newest Monte Pendleton Emeritus Council member. “Hank Moore joined the Silver Fox Advisors in 2003 and served as a Vice President in 2010, President in 2011 and Chairman in 2012.  Mr. Moore has served on numerous committees and chaired the organization’s Programs Committee for a number of years, arranging for many wonderful programs during his tenure.

Hank also Chaired the organization’s 25th Anniversary Celebration in 2011. The Committee Hank loved the most was the BBB Committee and he did much work to create the relationship the organization has today with the Better Business Bureau of Houston,” announced Joseph Tung, President of the Silver Fox Advisors. Tung added, “The organization has certainly benefitted from Mr. Moore’s experience and leadership over the past twenty years.”

Silver Fox Advisors are proven business leaders who advise, coach, consult, and mentor business leaders, CEO Roundtables, and entrepreneurship programs.

Silver Fox Advisors have been sharing their knowledge, experience, skills and wisdom since 1986. For more information visit: www.silverfox.org

SILVER FOX ADVISORS ANNOUNCES New Member

Dennis Klimmek

HOUSTON, TX (August 10, 2023) – Today the Silver Fox Advisors announced its newest Silver Fox Advisor. “Dennis Klimmek was previously voted in as a Silver Fox Advisor Member and then welcomed into the organization at the August 10, 2023 Membership Meeting,” announced Joseph Tung, President of the Silver Fox Advisors. Tung added, “Dennis has a tremendous amount of experience and expertise in all aspects of the real estate industry, and he will be a great resource to our membership and the small and mid-sized businesses located in the greater

Houston Metro area that the Silver Fox Advisor organization serves. Since Dennis is also an attorney by trade, he is able to assess real estate transactions from both a business and a legal perspective. We are excited about having Dennis join the Silver Fox Advisors.”

Silver Fox Advisors are proven business leaders who advise, coach, consult, and mentor business leaders, CEO Roundtables, and entrepreneurship programs.

Silver Fox Advisors have been sharing their knowledge, experience, skills and wisdom since 1986. For more information visit: www.silverfox.org

SILVER FOX ADVISORS ANNOUNCES New Member

Michael Hill

HOUSTON, TX (July 27, 2023) – Today the Silver Fox Advisors announced its newest Silver Fox Advisor. “Michael Hill was previously voted in as a Silver Fox Advisor Member and then welcomed into the organization at the July 13, 2023 Membership Meeting,” announced Joseph Tung, President of the Silver Fox Advisors. Tung added, “Michael is a true entrepreneur having purchased companies, turned them around, subsequently grown them, and ultimately sold them off. Michael is an accountant by trade and has worked in large and small companies holding numerous leadership positions including CFO. In addition, Michael’s experience and knowledge includes working through economic downturns in a variety of industries. Michael is a great addition to the Silver Fox Advisors, and he is looking forward to helping the small and mid-size businesses that the organization serves.”

Silver Fox Advisors are proven business leaders who advise, coach, consult, and mentor business leaders, CEO Roundtables, and entrepreneurship programs.
Silver Fox Advisors have been sharing their knowledge, experience, skills and wisdom since 1986. For more information visit: www.silverfox.org

Silver Fox Advisors Announces New Member Dan Elliott

HOUSTON, TX (June 12, 2023) – Today the Silver Fox Advisors announced its newest Silver Fox Advisor. “Dan Elliott was recently voted in as a Silver Fox Advisor Member and will be welcomed into the organization at the organization’s next Membership Meeting,” announced Joseph Tung, President of the Silver Fox Advisors. Tung added, “As the Managing Director of Sunbelt Business Sales & Acquisitions, Dan has been helping Houston area businesses for more than 20 years, and he has a tremendous amount of business selling and acquisition experience as well as expertise that will be of great value to the Houston area businesses to whom the Silver Fox Advisors provide their services. Mr. Elliott has received the professional designations of Certified Business Intermediary (CBI) and Master Merger & Acquisitions Intermediary (MMAI).”

Silver Fox Advisors are proven business leaders who advise, coach, consult, and mentor business owners and leaders, CEO Roundtables, and entrepreneurship programs.

Silver Fox Advisors have been sharing their knowledge, experience, skills and wisdom since 1986. For more information visit: www.silverfox.org

WHAT EMPLOYEE BENEFIT PROGRAMS CAN DO FOR YOUR BUSINESS

These are indeed challenging times to get employees back to work, and hire new employees that meet your needs. Employee Benefit Programs have taken on a new importance! Silver Fox Advisor Rand Wall has three masters level degrees (Chartered Life Underwriter, Chartered Financial Consultant and Registered Health Underwriter) in the insurance and financial management arena and is ready to help you put an Employee Benefit Program in place that benefits both your employees and your business. Whether you already have an Employee Benefit Program that maybe needs an update or you would like to offer a new Employee Benefit Program, trust Rand to guide you through the programs that are available, at surprisingly affordable prices.

Did you know that there are methods and programs available to you as an employer that can bring down the cost of group health insurance, but still provide high value? Certain corporations are eligible to join a group captive, which means they can join together with like-minded businesses that also want to encourage employee wellness, to bring down the costs for health insurance. We can assist you with creating a pool of healthy individuals to lower overall health claims.

I have also learned to emphasize the value of good Long Term Disability Insurance that will encourage good employees to stay with you. Not every employer thinks to offer coverage for the most important risk to their valuable employees, their ability to work and earn a paycheck.

At Cadence Insurance we utilize voluntary plans, such as voluntary life and dental insurance, to help employees manage risks for less money than they could otherwise do for themselves.

All of this combined with an enrollment and benefit management program free of charge with our Zywave process, that is “State of the Art” in the insurance industry!

In today’s environment of uncertainty and rapid change thinking outside the box can propel you and your business to be a leader. Do you want to be a follower, an also ran or a leader? If you said leader call me, Rand Wall, CLU, ChFC, RHU, today at
281-788-0864.

SILVER FOX ADVISORS ANNOUNCES NEW MEMBER, LUCKY SAHUALLA

HOUSTON, TX (April 17, 2023) – Today the Silver Fox Advisors announced its newest Silver Fox Advisor. “Lucky Sahualla was elected a Silver Fox Advisor Advisory Member at the organization’s March 9, 2023 Membership Meeting”, announced Joseph Tung, President of the Silver Fox Advisors. Tung added. “Lucky is a true entrepreneur having been involved in or owning several businesses in a variety of industries. He has an extensive background in the business world and specifically in leadership and enjoys supporting other leaders. In addition, Lucky has a great deal of experience in the healthcare industry, including owning and operating a Medicare regulated business.”

Silver Fox Advisors are proven business leaders who advise, coach, consult, and mentor business leaders, CEO Roundtables, and entrepreneurship programs.

Silver Fox Advisors have been sharing their knowledge, experience, skills and wisdom since 1986. For more information visit: www.silverfox.org

SILVER FOX ADVISORS

HONOR MONTE PENDLETON

Monte Pendleton

HOUSTON, TX (May 9, 2023) – The Silver Fox Advisors honored its founding member Monte Pendleton and his wife Linda at a Distinguished Service and Appreciation/Recognition Celebration Luncheon held on Wednesday April 26, 2023 at Maggiano’s in Houston, Texas.

Joseph Tung, President of the Silver Fox Advisors, declared, “In 1986 Monte Pendleton was a founding member of the Silver Fox Advsiors. He was a full active member for 36 years before becoming an Emeritus Member in 2022. Monte has served in every leadership capacity within the organization. The contributions Monte has made to the Silver Fox Advisors organization have helped to make the association what it is today”.

Monte is a firm believer in The Personal Purpose concept, which aligns an Entrepreneur’s professional and personal life so each benefits to the fullest.

Monte has provided his mentoring service to not only virtually every Silver Fox Advisor but to countless business owners and leaders in and around the greater Houston area.

Monte and Linda have also given their time and skills to mentoring inmates in the Prison Entrepreneurship Program (PEP). This program was started in 2004 is dedicated to delivering the nation’s best outcomes in the prison re-entry to society field. PEP provides unparalleled resources and real-world value-based business skills to inmates so that once they are back in society, they have the tools, skills and support structure to pursue healthy, fulfilling and productive lives.

President Tung also added, “At this event Monte was made a Chairman Emeritus, and the organization named its Emeritus Membership classification the Monte Pendleton Emeritus Council”.

Silver Fox Advisors are proven business leaders who advise, coach, consult, and mentor business leaders, CEO Roundtables, and entrepreneurship programs.

Silver Fox Advisors have been sharing their knowledge, experience, skills and wisdom since 1986. For more information visit: www.silverfox.org

Meet Silver Fox Advisor

DAVID NEUBERGER

Business and Career Background

David has held positions as the CFO, Controller, Treasurer, and Director of Internal Audit for multi-national corporations. These companies have been industry leaders in a wide variety of industries including oil service, chemicals, plastics, and pharmaceuticals.  Despite his experience with multi-national companies, he has considerable experience with small business and is particular focused on the accounting and cash management issues of these entrepreneurs.

David is actively involved in non-profit organizations including participation and leadership on the boards of private schools, civic organization, his congregation and country club.

Ideal Client – A company needing to improve it’s

  • Working capital efficiency
  • Financial reporting systems
  • Cash management mechanisms
  • Cash forecasting capabilities

Proven Track Record in the Following Areas

Cash managementReducing working capitalFinancial Reporting
System ImplementationEfficient internal controlsAudit issue resolution
Acquisitions and DivestituresCost Accounting Systems
David utilizes this knowledge, gained over 40 years of successful financial management, in assisting small and medium-sized companies and non-profit organizations in supporting their financial, accounting, and internal audit needs.  He uses his expertise to improve financial reporting, developing cash forecasts and budgets, reducing working capital, implementing internal control procedures, and enhancing general and cost accounting systems.  One of the hallmarks of his career has been the implementation of systems and procedures that have dramatically improved working capital utilization.

Education and Certifications
David earned a BS in Industrial Management at Purdue University and an MBA at the Harvard Business School.

Contact David: dneuberger1@gmail.com                          832-721-7810

SILVER FOX ADVISORS MEMBER

NOW A CERTIFIED EXIT PLANNING ADVISOR

Rich Hall

HOUSTON, TX (April 19, 2023) – Today the Silver Fox Advisors announced one of its Silver Fox Advisor members Rich Hall has earned a Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute.

Joseph Tung, President of the Silver Fox Advisors added, “The Certified Exit Planning Advisor program, offered by the Exit Planning Institute, was specifically designed for business advisors who work closely with owners of privately held companies. Rich completed a rigorous 5-day program that involved approximately one hundred hours of pre-course study, thirty hours of classroom instruction, and the successful completion of a 3-hour proctored exam. Our Silver Fox Advisors are committed to programs like this one Rich Hall completed so our organization can continue to provide small business owners across the Greater Houston area with advising, coaching, consulting and mentoring that they are seeking through-out the entire business cycle”.

Mr. Hall is a Houston business advisor specializing in leadership development, business coaching, and consulting and now Exit Planning and Strategies. Additional information about Mr. Hall and other members of Silver Fox Advisors can be found at www.silverfox.org/advisors.

Silver Fox Advisors are proven business leaders who advise, coach, consult, and mentor business leaders, CEO Roundtables, and entrepreneurship programs.

Silver Fox Advisors have been sharing their knowledge, experience, skills and wisdom since 1986. For more information visit: www.silverfox.org

© 2022 All rights reserved

UPCOMING EVENTS
Loading...