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M&A AdvisoryBusiness ValuationsP&L & Cash FlowTax StrategyHouston · Nationwide Remote

Need profit and loss statement help?

Michelet Financial provides P&L preparation and review, revenue and expense analysis, margin and variance reporting, and monthly decision support for businesses nationwide.

Explore P&L statement services Call (225) 396-5511
15+Years Tax Experience
Results varyPersonalized return review
CarefulReturn review
DirectClient support
Michelet Financial · Houston Advisory · Nationwide Remote

Houston M&A, Business Valuations, P&L & Tax Strategy

Big Ass Tax Returns is Michelet Financial’s advisory brand — mergers and acquisitions, business valuations, profit-and-loss management, cash-flow optimization, investment advisory, and tax strategy. Houston-based, nationwide remote. Call (225) 396-5511.

Or call us: (225) 396-5511

🏆 Houston M&A & Valuation Advisory
📊 P&L, Cash Flow & Working Capital
🎯 Tax Strategy — Not Commodity Filing

The Numbers Speak for Themselves

Founded by Brandt Michelet — who managed financials for Tilman Fertitta and Landry's Inc. across 600+ restaurants and entertainment venues.

Client-focused
M&A & valuations
Tailored
P&L & cash flow
Nationwide
Business support
Client feedback
Client Satisfaction Rating

Tax Returns Are Just the Beginning — Here's Everything We Do

Michelet Financial is a full-service business advisory firm. From tax strategy and business valuations to M&A advisory and capital raising, we handle the high-stakes financial decisions that move your business forward.

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Tax Strategy, Filing & Mitigation

Proactive year-round tax planning that legally minimizes what you owe — entity structuring, quarterly strategy, and full federal + state filing built around a plan, not a deadline.

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Strategic Planning

Financial positioning to support growth, lending, and owner decisions — structured so the next capital raise, acquisition, or exit is not improvised.

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Working Capital Management

Unlock cash trapped in receivables, payables, and inventory — so growth does not outrun liquidity. Pair with P&L and cash-flow reporting.

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Business Acquisition Strategies

A structured buy-side process for acquiring businesses — target identification, financial due diligence, deal structuring, and negotiation support from start to close.

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Cash Flow Optimization

Identify where cash is trapped in your business and build systems that improve liquidity, timing, and predictability — so growth doesn't outrun your bank account.

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Merger & Acquisition Advisory

Sell-side M&A advisory and full transaction management for business owners preparing to exit — positioning, marketing to buyers, and managing the deal to close.

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Investment Advisory Services

Investment strategy and portfolio guidance built on the same financial discipline Brandt used managing capital at Landry's Inc.

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Profit & Loss Management

Ongoing P&L oversight that turns your financial statements into a decision-making tool — spot margin erosion and cost drift before they compound.

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Business Valuations

Certified income, market, and asset-based valuations for M&A, estate planning, litigation support, ESOPs, and buy-sell agreements.

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Compliance & Auditing

Proactive compliance reviews across tax filings, entity maintenance, and multi-state exposure — closing gaps before they become costly.

View All Services & Pricing

Start With the Advisory Problem You Need Solved

Same Michelet Financial menu as micheletfinancial.com/services — M&A, valuations, P&L, cash flow, and tax strategy. Call (225) 396-5511.

🤝 M&A Advisory Houston 🏢 Sell My Business (Advisory) 📊 Business Valuations Houston 📋 P&L / Profit & Loss 🎯 Tax Strategist Houston

Built by a Strategist Who's Managed $Billions in Revenue

Brandt Michelet — Founder & Lead Strategist

Before founding Michelet Financial, Brandt worked directly alongside Tilman Fertitta and Landry's Inc. — one of America's largest privately held restaurant and entertainment companies with 600+ venues. He drove financial efficiency, deal support, and tax strategy at a scale commodity tax shops never see.

He brought that Fortune-500 firepower to Houston owners. When Brandt looks at your company, he's not running a filing checklist — he's running M&A, valuation, P&L, cash-flow, and tax strategy as one engagement.

  • Former financial strategist at Landry's Inc. (Tilman Fertitta)
  • M&A advisory, business valuations, and exit positioning
  • P&L management, cash-flow optimization, and working capital
  • Houston-based advisory team serving clients nationwide
Meet Brandt →

Real Client Results

What Our Clients Actually Saved

These are real outcomes. Names changed for privacy.

+1,400
Restaurant Owner, Midtown Houston

Switched from H&R Block. Found unclaimed Section 179 deductions on kitchen equipment, meal deductions, and mileage the prior preparer missed entirely. Refund went from ,100 to 3,500.

+,700
Real Estate Investor, Katy TX

Had 4 rental properties and was filing Schedule E incorrectly. After we restructured into an LLC and applied cost segregation on two properties, net tax bill dropped by ,700 in year one.

Nationwide support
1099 Contractor, The Woodlands

Self-employed software consultant who had been overpaying for 3 years. Filed amended returns for 2021-2023. Recovered additional overpaid taxes plus set up quarterly estimates to avoid future penalties.

What Houston Clients Say

★★★★★

“I went to TurboTax for 6 years. Brandt found ,800 I was leaving on the table from home office deductions and my side consulting income. Won’t file anywhere else.”

— Marcus T., Houston TX
★★★★★

“Was overpaying the IRS for years without realizing it. Michelet Financial restructured our tax strategy and found deductions our old preparer missed. Professional, fast, and worth every penny.”

— Sandra R., Sugar Land TX
★★★★★

“Own 3 LLCs. They consolidated everything, fixed my entity structure, and saved me 22% on my effective tax rate. Now I refer every business owner I know to Big Ass Tax Returns.”

— James H., Pearland TX

M&A, Valuations, P&L & Tax Strategy

Answers from Michelet Financial — Houston advisory, nationwide remote.

What is a business valuation and when do Houston owners need one?
A business valuation estimates what a company is worth using income, market, and asset approaches. Houston owners typically need one before selling, buying a partner out, raising capital, or planning an estate. Michelet Financial prepares business valuations that support M&A, lending, and strategic decisions. Call (225) 396-5511.
What does a mergers and acquisitions advisor do versus a Houston business broker?
A traditional business broker often lists a company publicly. An M&A advisor prepares the business, coordinates valuation, qualifies buyers confidentially, and structures the deal for after-tax proceeds. Michelet Financial is Houston M&A advisory — not franchise listing spam.
What is profit and loss statement / P&L management?
A profit and loss statement shows revenue, expenses, and margin. P&L management is using that statement monthly to spot cost drift, protect margin, and decide on pricing, hiring, and growth. Michelet Financial builds the reporting cadence owners actually use.
How do cash flow optimization and working capital management help?
Cash flow optimization and working capital management free cash trapped in receivables, payables, and inventory so growth does not outrun the bank account. Michelet Financial models timing and operating cash before liquidity becomes a crisis.
What does a tax strategist in Houston do?
A tax strategist plans entity structure, timing, and mitigation before year-end — then files from that plan. Michelet Financial’s tax strategy, filing, and mitigation work is built around the business, not a commodity April checklist. Call (225) 396-5511.

Ready for Michelet-Level Advisory?

Book a free 30-minute consultation. We’ll map M&A, valuation, P&L, cash flow, or tax strategy to what you actually need — then tell you the next step.

Book Free Consultation →

Or call (225) 396-5511 · micheletfinancial@gmail.com

Free Consultation

Talk Through M&A, Valuation, P&L or Tax Strategy — Free Consult

100% remote. Houston-based Michelet Financial. Response within 1 business day.

No spam. No pressure. We respond within 1 business day.

Financial Advisor & Wealth Management by City

Michelet Financial serves clients nationwide. Call (225) 396-5511.

Atlanta, GAAustin, TXCharlotte, NCChicago, ILColumbus, OHDallas, TXDenver, COHouston, TXIndianapolis, INKansas City, MOLas Vegas, NVLos Angeles, CAMiami, FLMinneapolis, MNNashville, TNNew York, NYOrlando, FLPhoenix, AZPortland, ORSacramento, CASan Antonio, TXSan Diego, CASeattle, WATampa, FL

One Firm, Full Financial Capability

Big Ass Tax Returns Is Michelet Financial

Big Ass Tax Returns is the tax and financial-services brand of Michelet Financial. Clients can begin with a tax return and continue with year-round tax strategy, cash-flow and P&L management, business valuations, acquisition planning, M&A advisory and strategic financial planning through the same firm.

Explore All Services Visit Michelet Financial Call (225) 396-5511

Michelet Financial services

Start with the advisory problem you need solved

M&A advisory Houston
Sell-side and buy-side mergers and acquisitions — not a listing broker.
Business valuations Houston
Income, market, and asset approaches for exits, partners, and capital.
Profit & loss / P&L management
P&L preparation, margins, variances, and monthly decisions.
Tax strategist Houston
Tax strategy, filing, and mitigation — not commodity tax prep.
Investment advisory Houston
Portfolio strategy coordinated with tax, cash flow, and the business.
Sell my business Houston
M&A advisory alternative to a traditional Houston business broker.

Private-Company Valuation

409A Valuation for Stock Options and Equity Compensation

Preparing private-company option grants? Review the nationwide 409A process, required documents, valuation methods, material-event triggers, and consultation steps.

Explore 409A Valuation Services

Explore Our Services

M&A Advisory Houston Business Valuations Houston P&L / Profit & Loss Investment Advisory Houston TX Tax Strategist / Tax Planning Free Advisory Consultation

About Big Ass Tax Returns — Michelet Financial

Big Ass Tax Returns is powered by Michelet Financial, a Houston-based advisory firm for owners who need M&A, business valuations, P&L management, cash-flow optimization, investment advisory, and tax strategy. Call (225) 396-5511.

Houston tax and financial strategy experience
Tax professionals
Potential additional savings opportunities

Last updated: May 2026 | Information verified by our team

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M&A advisory, business valuations, P&L management, cash-flow optimization, investment advisory, and tax strategy — Houston-based, nationwide remote. Call (225) 396-5511.

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