Michelet Financial brings CFO-level strategic thinking to Houston businesses. Business valuation, M&A, cash flow optimization, P&L and financial reporting, working capital management — the financial firepower most businesses can't afford to hire full-time.
Houston high-ticket advisory
This is the starting point for Michelet Financial’s high-ticket work with Houston and Fort Bend County business owners. Brandt Michelet, owner and CEO, has 15+ years in accounting and finance, including a senior accounting role at Landry’s, Inc., where he also worked for Tilman Fertitta, managing his finances. Pick the decision you are facing:
Prepare the numbers, set a defensible price and run a confidential sale process.
Sell-side and buy-side advisory, deal terms, diligence and tax structure.
Income, market and asset approaches for a sale, buyout, financing or estate plan.
Cash forecasting, reporting, lender relationships and exit readiness.
Entity, compensation, retirement and sale planning before December 31.
Federal planning for high earners in a no-income-tax state.
Need routine tax or accounting help as well? See Houston tax accountant services.
Core Advisory Services
From a one-time valuation to ongoing CFO-level partnership — we match the engagement to your needs.
Comprehensive business valuation using market comparables, discounted cash flow (DCF), and asset-based approaches. Used for: business sales, partner buy-ins, estate planning, divorce proceedings, SBA loans, and strategic planning. We provide defensible, documented valuations with full methodology disclosure.
Buying or selling a business? We guide both sides of the transaction — financial due diligence, deal structure analysis, tax-efficient sale structuring, earnout provisions, and post-close integration planning. Brandt's background at Landry's — a company built through aggressive acquisitions — means this is a genuine specialty, not a side service.
Poor cash flow kills profitable businesses. We build cash flow models, identify timing gaps between receivables and payables, recommend working capital improvements, and develop forecasts that give you 90-day visibility into your cash position. No more surprises at month-end.
Optimize the balance between current assets and current liabilities to fund operations without excess capital sitting idle. We analyze your cash conversion cycle, accounts receivable velocity, inventory turns, and payables strategy to free up cash trapped in your operating cycle.
We go beyond producing financial statements — we interpret them. Gross margin by product line, overhead allocation, cost structure analysis, and revenue mix optimization. We identify exactly where your business is making and losing money and build a plan to fix the leaks and amplify the wins.
Annual budgets, 3-year financial models, scenario planning, KPI dashboards, and strategic roadmaps. Whether you're planning an expansion, a capital raise, or a pivot, you need a financial model that reflects reality — not wishful thinking. We build it and hold you accountable to it.
Coordinated investment strategy aligned with your business goals and tax situation. Asset allocation, tax-efficient investment structures, and portfolio strategy designed to complement — not conflict with — your business cash needs and tax position. Includes tax loss harvesting for investment accounts.
Financial statement preparation, internal control review, and audit readiness. We reduce your exposure to regulatory risk and ensure your financials can withstand scrutiny — from lenders, investors, buyers, or the IRS. Preparation is far less expensive than remediation.
The Michelet Advantage
Most small business financial advisors are either generalist tax preparers who branched out, or corporate consultants who've never actually managed P&L at scale. Brandt is neither.
His background at Landry's means he's managed the same financial challenges your business faces — cash flow forecasting, working capital constraints, multi-unit P&L, acquisition integration, and strategic expansion — but at a scale most advisors only read about in textbooks.
That experience translates directly into better advice for Houston businesses — whether you're a $500K restaurant trying to manage food cost, a $5M services company planning an acquisition, or an investor evaluating a business purchase.
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