Monty is a certified public accountant that specializes in assisting closely held and family businesses develop and implement financial and estate planning strategies. He teaches courses and seminars for several professional business intermediary organizations.
Monty has saved business owners thousands of dollars by advising them of the tax implications of their business sale, and helps them develop unique strategies to minimize their tax obligation. He is the principal and founder of Walker Business Advisory Services in Wichita Falls, Texas. Monty works alongside the seller’s attorney and in cooperation with The Lincoln Group intermediary advisor.