Luke Cheatham
Strategic Guidance for Small Business Owners. Expertise in Tax Planning, M&A, Key Employee Retention, Succession, & Structure
- Role
- President at Diamond Client Group
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Luke Cheatham
As a life-long entrepreneur, I have first-hand experience with the challenges that small business owners face. In fact, hardships, like the fight to keep my father\'s business afloat while he battled cancer, shaped my character and opened my eyes to the great need for small business planning and consulting. Now, I solve problems that many business owners face regularly. Want to keep more of your profits? Want to incentivize key employees to stay and grow your company? Is your business protected from serious illness, death, or disability of you or your partners? Are you struggling to solidify an exit? Want to sell to a third party, to internal employees, or keep the business in your family? These are problems that I solve regularly and with impactful results.
Experience
President
Jan 2016 — Present · The Woodlands, TX, US
Education
Texas A&M University
BS
1999 — 2004
Skills
- Financial Services
- Wealth Management
- Employee Benefits
- Exit Strategies for Business Owners
- Workplace Seminars
- Financial Advisory
- Comprehensive Financial Planning
- Estate Planning
- Financial Planning
- Fixed Annuities
- Sales
- Investments
- Small Business
- Life Insurance
- Finance
- Wealth Accumulation
- Strategic Planning
- Wealth Preservation
- Retirement
- Strategic Financial Planning
- College Savings Plans
- Developing Leaders Within Our Industry
- Asset Allocation
- Insurance
- Retirement Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.