HLP CAPITAL ADVISORY · CHAMBER PRESENTATION
The coordination
layer
DFW is missing.
HLP
PRESENTED BY CHEKELAH PHELPS & RICK JEFFERSON
THE PROBLEM
DFW owners aren't served.
They're sold to.
750K
DFW SMALL BUSINESSES
80%
NO SUCCESSION PLAN
62%
NO CURRENT VALUATION
$14T
TRANSFERRING 2026–2036
HLP
02 / 08
THE DOCTRINE
Clear division.

◉ HLP OWNS

  • Coordination
  • Technology + records
  • Diagnostic sequencing
  • Deliverable production

◉ LICENSED SPECIALISTS OWN

  • Regulated advice
  • Fiduciary duty
  • Products & execution
  • The billable hours
HLP
03 / 08
THE 11-STAGE PATHWAY
Business Owner Wealth
Planning Coordination™.
01
Business Health
02
Personal Health
03
Valuation
04
Concentration
05
Succession
06
Exit Readiness
07
Capital Needs
08
Estate Coord.
09
Tax Coord.
10
Liquidity Event
11
Private Wealth Infrastructure
HLP
04 / 08
SEVEN DIAGNOSTIC INSTRUMENTS
Every gap. Instrumented.
WIA™
Wealth Infrastructure Audit
PBR™
Private Banking Readiness
ICR™
Institutional Capital Readiness
TSR™
Tax Strategy Readiness
EPR™
Estate Planning Readiness
ExR™
Exit Readiness
FOR™
Family Office Readiness
MAR™
M&A Readiness
HLP
05 / 08
WHY CHAMBERS LOVE US
HLP doesn't compete
with your members.
"When your member's client walks into HLP, they walk back out with a coordinated Report™ that names — by discipline — which of your members should take the next call."
HLP
06 / 08
THE CHAMBER-HLP REFERRAL LOOP
Where referrals compound.
CHAMBER MEMBER ↓ (refers coordination-frustrated client) HLP DIAGNOSTIC ↓ (Report™ names 3-6 specialist gaps) CHAMBER MEMBER LIST ↓ (HLP routes gaps back into chamber directory) CLOSED ENGAGEMENTS
HLP
07 / 08
THE ASK
Three things.

◉ REQUEST · 01

Introductions to chamber members whose clients are stalling in the coordination gap — the ones losing referrals because nobody is quarterbacking.

◉ REQUEST · 02

A quarterly chamber breakfast slot — Chekelah presents, produces a chamber-specific coordination summary, no pitch.

◉ REQUEST · 03

A chamber-directory partnership — HLP routes every Report™ specialist gap back into the chamber's professional-services directory.

HLP
08 / 08 · CHEKELAH@HLPCREDIT.COM