Our team

Lawrence (Larry) Schumman •  Phillip Wilhite • John Fincher •  Walter Ross

Each member of our team brings unique experience, professionalism and integrity to the business brokerage process.

Lawrence (Larry) Schumann

Larry Schumann Austin business broker

Managing Director, M&AMI, CBI, BCB

As he ascended to CEO of a NYSE listed company, Larry participated as the buyer or seller in nineteen merger & acquisition transactions, of companies with sales from $2,000,000 to $250,000,000. With over 25 years of actual deal-making experience, Larry brings an in-depth understanding of the dynamics of the merger & acquisition process to his sell-side engagements, resulting in maximum value to the business owner. Larry is a former Executive Vice President for the Texas Association of Business Brokers, and is an active speaker on mergers and acquisitions.

Larry is a Series 7, 66 and 79 Registered Securities Representative, licensed through Statesman Corporate Finance,  LLC,  a FINRA member firm. (www.statesmanbiz.com)

Phillip Wilhite

Phil Wilhite Austin Business Broker

Managing Director, M&AMI, CBI

As an entrepreneur who built and sold a successful wholesale distribution business serving the grocery industry in 16 states, Phillip understands the business sale transaction from both the buyer’s and seller’s perspective. His “Big 8” public accounting experience, coupled with experience in  completing transactions in the manufacturing, distribution, printing, service, and numerous other industry sectors over his career provide him with insight into the merger & acquisition process.   He is an active speaker and writer on business transaction and valuation topics, and received the industry’s highest designation, Merger & Acquisition Master Intermediary, held by less than 80 professionals, in 2005. Phillip is also a Certified Business Intermediary, and holder of a Texas Real Estate Salesperson’s License.  

Phillip is a Series 7 and 66 Registered Securities Representative, licensed through Statesman Corporate Finance,  LLC,  a FINRA member firm. (www.statesmanbiz.com)

John Fincher

John Fincher Austin business broker

Senior Associate, CBI, BCB

As an entrepreneur with over thirty years of experience, John relates well to owners/shareholders and is motivated by helping others achieve their success through business divestitures, mergers and acquisitions. John was a founder in a startup company that grew to 50 million dollars in revenue in a five year period and he managed five of the business locations in the southwest. After the business sold to a Fortune 500 company, John provided sales and marketing consulting. John then bought a business from Corporate Investment and later merged the company with a larger entity that currently serves clients in over forty states and several foreign countries. His experience in business operations, marketing, sales and business divestiture, merger and acquisition earned him knowledge useful for business owners considering selling their companies.

 

Walter Ross

Walter Ross business broker

Senior Associate

Walter Ross is an entrepreneur, having started five different companies, and been involved in multiple transactions as both the buyer and seller. Walter sold his most recent company, Legiant Software, to a publicly traded corporation in December of 2011. After beginning his career in technology with Diebold, Inc., he founded his first company, MR NETS in computer networking. Subsequent enterprises included Troost, Austin ASI, and Turtle Creek Properties.

In 1998, Walter founded Legiant software, based in Austin, Texas, providing software and technology for human resources and payroll processes for employers. Over the next 14 years, Walter grew the business to 25 employees and over 500 customers. As a result of being a leader in this industry, Walter is a recognized subject matter expert in human resources, cloud computing and mobile technology.

He is a Senior Associate of Corporate Investment, an Austin, Texas-based financial advisory firm specializing in business consulting, recapitalization, and mergers and acquisitions. Ross specializes in helping CEOs create succession and exit plans and provides consulting to improve business value and to plan for transactions. Ross studied Electrical Engineering at San Diego Mesa College, and completed post graduate studies in TCP/IP networking from the Kent State University.