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February 20, 2025 19 mins

In this episode of Caddo Convos, host Buddy Broyles sits down with Wes Keeton of The Keeton Group to discuss the unique financial solutions he provides to small business owners. Wes specializes in helping businesses create internal private banking systems, ensuring they have access to capital without relying on traditional banks.

Wes shares his insights on common financial challenges business owners face, including securing funding, managing partner agreements, and retaining key employees. He emphasizes the importance of proactive financial planning, particularly in preparing for unexpected events such as the sudden loss of a business partner.

With over 23 years of experience, Wes has developed a reputation for providing practical, strategic financial solutions that allow businesses to thrive. He recounts a recent success story of helping a contractor bypass traditional bank loans by leveraging a private banking vehicle, ultimately enabling the business to finance its own growth while maintaining financial security and tax efficiency.

Throughout the conversation, Buddy and Wes explore the long-term value of sound financial planning, the importance of staying in one's area of expertise, and how The Keeton Group serves as a trusted advisor for business owners navigating complex financial decisions.

Tune in to this insightful episode to learn more about how small businesses can take control of their financial future with innovative strategies from The Keeton Group.

Contect The Keeton Group:

https://www.thekeetongroup.com/

469-701-0300

Welcome to Caddo Convos, the podcast that explores the vibrant community of businesses thriving in Caddo Office Reimagined. We're here to shine a light on the incredible entrepreneurs and professionals who make the most of our private offices, coworking spaces, and day office rentals in the Dallas/Fort Worth suburbs. Join us as we share their stories, celebrate their successes, and dive into the benefits of working in a space that's close to home but offers so much more than working from home. 

https://caddooffices.com/

Podcast services provided by Blue Mic Studios, the podcast production division of Visual Learning Solutions, LLC.

Visual Learning Solutions stands out with its expertise in crafting immersive audio and video experiences. Their creative team, led by Buddy Broyles, has over 30 years of experience delivering dynamic internal training programs tailored to various industries. They ensure the audience receives a compelling message, promote brand awareness, and increase Return On Investment. They also excel in producing marketing content such as online videos, webcasts, podcasts, and live event production. Learn more at www.visuallearningsolutions.com 

 

Recorded at the Blue Mic Studios at Mapleshade location of the Caddo Offices Reimagined:

https://caddooffices.com/

 

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