Texas Advisory Services
Texas Advisory Services is a Dallas-based management consulting firm founded in November 2025, delivering integrated advisory across business strategy, finance, operations, human capital, and US market entry to mid-sized organizations facing scaling challenges and international companies entering the US market, via Managing Directors and a 15-plus strategic-partner ecosystem.
- Company typePrivate
- Founded2025
- HeadquartersDallas, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Texas Advisory Services does
Texas Advisory Services is a private management consulting firm headquartered in Dallas, Texas, that was officially launched on November 5, 2025 by Stefan Boehmer and Robert Schies. The firm offers an integrated advisory portfolio spanning Business Strategy, Finance, Operations, Human Capital, Sales, Technology & Digital Advisory, US Market Entry, Fractional CFO/COO/CSO Services, Training & Education, and Executive Coaching. Delivery is hybrid: a team of 9 Managing Directors (Boehmer, Schies, Boris Todtenhaupt, Hazel-Ann McLean, Aaron Reinick, Tom Allen, Amber Farrell, Tim Mata, and Rita Marie Reed) directs client engagements, while execution is channeled through a vetted partner ecosystem of more than 15 firms covering AI, HR, legal, immigration, real estate, trade compliance, cybersecurity, PEO, tax incentives, and spend management — collectively providing a single point of access to end-to-end solutions.
The firm's core products are advisory engagements rather than software. Pricing is bespoke and not publicly disclosed: initial assessments (including an ERA-based expense assessment delivered via partner Aaron Reinick) are offered complimentary, cost-reduction engagements run on success-based fees, and broader consulting work is delivered under customized contracts ranging from short targeted projects to multi-year advisory partnerships. Fractional Executive Services (CFO/COO/CSO) provides a recurring/interim-revenue stream where senior consultants are embedded into client leadership teams. Marketing channels combine direct enterprise outreach, partner referrals, community memberships (European American Chamber of Commerce Texas, Dallas AI), content marketing via a Market Insights blog, and podcast partnerships (The AI Space Podcast).
The customer base targets mid-sized organizations that have achieved initial market traction but face execution, leadership, or infrastructure strain while scaling — alongside international companies (notably from Europe) entering or relocating to the US. Named customer engagement includes InzpireU, an AI-integrated mentorship ecosystem in education technology. The company is privately held by its Managing Directors with no disclosed outside funding; key risk signals include the early operating history (operating status only since November 2025), thin public customer disclosure (one named logo), undisclosed revenue, no proprietary technology IP, and reliance on an emerging partner network rather than wholly owned delivery capacity.
Texas Advisory Services firmographics
Firmographics- Name
- Texas Advisory Services
- Legal name
- Texas Advisory Services
- Website
- https://texas-advisory.com
- Company type
- Private
- Founded year
- 2025
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Texas Advisory Services is a Dallas-based management consulting firm founded in November 2025, delivering integrated advisory across business strategy, finance, operations, human capital, and US market entry to mid-sized organizations facing scaling challenges and international companies entering the US market, via Managing Directors and a 15-plus strategic-partner ecosystem.
- Ownership category
- akta.pro rank
Texas Advisory Services industry classification
Industry- Product category
- Management Consulting
- NAICS
- Management Consulting Services (54161), Administrative Management and General Management Consulting Services (541611)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Corporate Strategy Advisory (BPAHADAA)
- akta.pro secondary industries
- Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL), Local Entity Setup & Expansion Advisory (Market Entry, Subsidiary Formation) (BPACAHAM), Property Management Advisory & Leasing Administration (FSAEAJAN)
Keywords
Where Texas Advisory Services is headquartered
LocationHeadquarters
- HQ city
- Dallas
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Texas Advisory Services business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Management Consulting Advisory: Strategic advisory services across business strategy, finance, operations, human capital, and technology. Delivered through Managing Directors and partner ecosystem. Revenue derived from consulting engagements ranging from targeted short-term projects to long-term advisory partnerships.
- Fractional Executive Services: Interim executive leadership including Fractional CFO/COO/CSO services for growing or transforming organizations. Embeds senior-level talent to execute transformation programs and drive operational improvements.
- Training and Education: Workshops and executive programs on finance, leadership, and operational excellence. Includes AI literacy and transformation training through partner AI Academy 4 All.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | ERA-based expense assessment |
| Other | Multi-year contract | Customized consulting engagements |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels6 records
Texas Advisory Services product offering
Product offeringCore offering
Texas Advisory Services is a Dallas-based management consulting firm that delivers strategic advisory across business strategy, finance, operations, human capital, and technology for mid-sized organizations facing execution or scaling challenges. Services are delivered by a bench of Managing Directors and an integrated partner ecosystem covering AI, HR, legal, real estate, trade compliance, and finance automation. The firm also embeds fractional executive leaders (CFO/COO/CSO) and runs training, executive coaching, and US market-entry programs for international companies expanding to Texas.
Product overview
Texas Advisory Services is a management consulting firm offering advisory services as a unified portfolio of offerings, not a software product platform. The core services include Business Strategy Advisory, Finance Advisory, Operations Advisory, US Market Entry Support, Sales Advisory, Human Capital Advisory, Technology & Digital Advisory, Fractional CFO/COO/CSO Services, Training & Education, Executive Coaching, and Keynote Speeches. These services are delivered through an ecosystem of Managing Directors and strategic partners, providing integrated advisory solutions for mid-sized organizations facing execution, leadership, or infrastructure challenges.
Differentiator
Problem solved
Functional benefit
Products and services
- Business Strategy Advisory Strategic planning, growth acceleration, market positioning, market entry, and transformation roadmaps for mid-sized organizations that have achieved initial market traction and face execution or scaling strain.
- Finance Advisory Financial planning and analysis (FP&A), cost management, performance improvement, and M&A support services led by Managing Directors including Rita Maria Reed.
- Operations Advisory Process optimization, supply chain improvement, and operational resilience services for organizations facing execution and infrastructure strain, delivered with engineering leadership expertise.
- US Market Entry Support Guidance for international companies planning or already executing US market entry, including regulatory compliance, immigration, real estate, HR compliance, and cultural adaptation.
- Sales Advisory Sales excellence, pipeline discipline, sales strategy, coaching and enrollment services that help companies build scalable and repeatable sales processes.
- Human Capital Advisory Leadership alignment, workforce strategy, and organizational effectiveness services, supported by partner ecosystem including Future Manager World and TriNet.
- Technology & Digital Advisory Modernization of operations, systems, and decision-making through tailored technology and digital transformation strategies, including AI integration and RPA-based automation.
- Fractional Executive Services Interim executive leadership including Fractional CFO, COO, and CSO services that embed senior-level talent into growing or transforming organizations to execute transformation programs.
- Training and Education Workshops and executive programs on finance, leadership, and operational excellence, including AI literacy and transformation training delivered through partner AI Academy 4 All.
- Executive Coaching One-on-one partnership helping leaders realize their goals, manage and improve performance, skills, and effectiveness.
Quantifiable outcome
- Average of 20% cost reduction across 40+ spend categories through ERA-based cost optimization framework
- +2 more outcomes
Companies that use Texas Advisory Services
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles3 records
Texas Advisory Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Texas Advisory Services partnerships and signals
Strategic signalPartnerships
15 partnerships are on record, tiered core and minor.
- ABGi USAcoreLeading global advisory firm specializing in tax incentives, innovation funding, and business performance solutions. ABGi helps companies identify and maximize R&D tax credits, energy incentives, investment credits, and other innovation-focused funding opportunities. Also provides advisory across tax, ESG, transfer pricing, and operational performance. Represented by Chanel Quinn.
- Secnora InccoreGlobal cybersecurity and governance, risk, and compliance (GRC) advisory firm with InfoSec team as a service model. Supports organizations across security operations, penetration testing, digital forensics, and compliance frameworks. Represented by Daniel Kulig.
- TriNetcoreLeading Professional Employer Organization (PEO) providing comprehensive HR solutions, payroll, benefits access, and compliance support. TriNet combines modern HR technology with hands-on expertise including integrated platforms for payroll, onboarding, time tracking, benefits administration, and reporting. Represented by Matt Payne.
- Dallas AIminorLargest 501(c)(3) nonprofit AI forum in North Texas helping Dallas-Fort Worth Metroplex become a hub for artificial intelligence. Has hosted over 100 educational talks and workshops with leading companies. Led by Aamer Charania and Babar Bhatti with 10,000+ professional members. Neutral forum not tied to any vendor or product.
- AI Academy 4 AllcoreAI Academy 4 All, represented by Ben Gold, provides AI transformation expertise including leadership AI strategy alignment, team-level execution, on-demand AI literacy courses, and structured transformation roadmaps. Partnership combines Texas Advisory Services' strategic vision with AI Academy 4 All's team-level capability to help organizations move from AI awareness through adoption to full integration.
- The AI Space PodcastminorThe AI Space Podcast, founded and hosted by Sanjay Kalluvilayil and launched December 2024, produces content for founders, innovators, and technologists focused on practical AI adoption and market strategies. Texas Advisory Services joins as affiliate and community partner, connecting AI leaders with networking opportunities, practical insights, and collaborative resources through the podcast's global YouTube audience.
- Hyperbots Inc.coreLeader in autonomous finance and accounting automation, leveraging intelligent agents for Order-to-Cash (O2C) and Procure-to-Pay (P2P), integrating with ERP, CRM, banking, and procurement systems. Built for scale, control, and auditability. Represented by Raghav Bhatia.
- Schulz Trade ConsultingcoreDallas-based consulting firm represented by Michelle Schulz, bringing expertise in global trade, compliance, and supply-chain risk management. Services include trade compliance and customs strategy, investigations and risk advisory, and trade technology and traceability implementation. Partnership expands Texas Advisory Services' integrated advisory offerings across strategy, operations, compliance, and technology.
- CloudstaffcoreLeader in remote and hybrid workforce solutions, helping companies design and operate offshore teams that reduce recruitment and ongoing costs by up to 70% while accessing high-quality global talent pool. Cloudstaff manages recruitment, HR administration, payroll, compliance, and technology/equipment for remote staff. Represented by Geno Genov, VP Sales.
- CresacoreLeading commercial real estate advisory firm representing tenants exclusively, helping companies optimize, expand, and relocate operations in the US. Cresa, represented by Marco Rodriguez, provides lease management, expansion and relocation strategy, and incentive and economic development negotiations.
- European American Chamber of Commerce Texas (EACC Texas)minorOne of the most active and respected binational chambers in Dallas with growing presence in Houston. Brings together nearly 100 member organizations from innovative startups to leading global enterprises. Provides platform for collaboration, insight exchange, and market access connecting European companies operating in Texas.
- Ustun Law Group, PLLCcoreLeading US immigration law firm supporting global companies expanding in the United States. Provides immigration strategy, personalized legal support, and workforce mobility services. Firm helps organizations navigate visas, work permits, and compliance ensuring legal, operational, and strategic alignment. Represented by Dobrina Ustun.
- Future Manager World / Future Manager USA LLCcoreGlobal HR consultancy with presence spanning 5 continents, 62 cities, and 40 countries. Has partnered with more than 7,000 clients. Provides global HR strategy, talent acquisition and development, and local-abroad expertise ensuring HR, legal, and cultural alignment in each market. Represented by Kevin Naylor in US market.
- InzpireUminorAI-integrated mentorship ecosystem for enterprises, universities, and communities. Engages Texas Advisory Services for financial strategy, modeling, and strategic advisory around go-to-market, partnerships, and scaling. InzpireU combines human mentors with AI tools to align goals, suggest resources, structure sessions, and track outcomes.
- AI ConnexcoreGlobal AI consulting firm dedicated to empowering businesses with innovative and practical artificial intelligence solutions. Recognized as Top AI 75 company by Dallas Innovates, Dallas AI, and Dallas Regional Chamber. Provides AI consulting services, AI training, and vertical AI solutions tailored for industry verticals. Represented by Dan Sinawat.
Scale indicators4 records
Recent moves8 records
Expansion highlights6 records
Texas Advisory Services competitors and assessment
Company assessmentBroad incumbents
- Bain & Company: Global strategy consulting firm with deep practice areas in operations, finance, technology, and organizational transformation. Comparable as a strategy-led advisory firm with senior-executive teams delivering integrated engagements, though competing mostly for large enterprise mandates versus Texas Advisory's growth-stage focus.
- Boston Consulting Group (BCG): Global management consulting leader with strategy, operations, finance, and digital transformation practices. Comparable to Texas Advisory Services in cross-functional strategic advisory but operates at vastly larger scale and serves primarily large-cap clients.
- McKinsey & Company: Global management consulting leader with strategy, operations, finance, and organizational advisory practices. Comparable to Texas Advisory Services as a full-stack strategic advisory firm, though far larger and serving mostly large-cap and public-sector clients versus Texas Advisory's mid-market and growth-stage focus.
- FTI Consulting: Global advisory firm with corporate finance, restructuring, strategic communications, and technology consulting practices. Comparable integrated advisory structure to Texas Advisory Services, with strong expertise in finance, M&A support, and complex transformation mandates.
Direct peers
- Point B: US management consulting firm with deep practices in strategy, operations, finance/FP&A, technology, and organizational effectiveness serving mid-market and growth-oriented organizations. Comparable operating model and target customer to Texas Advisory Services, including fractional/interim executive placements.
- Alvarez & Marsal: Global professional services firm focused on performance improvement, turnaround, restructuring, and interim executive services including fractional CFO/COO leadership. Comparable to Texas Advisory Services in offering fractional executives and operational/financial advisory, though with a heavier restructuring orientation.
- Huron Consulting Group: US consulting firm offering strategy, operations, finance, and technology advisory with strong healthcare and education verticals. Comparable functional breadth to Texas Advisory Services and similar mid-market focus, though operating as a public company at significantly larger scale.
- West Monroe: US management and technology consulting firm focused on mid-market and enterprise clients with deep functional practices in operations, finance, technology, and customer experience. Comparable operating model to Texas Advisory Services with senior-led engagements and integrated cross-functional offerings for scaling companies.
- Slalom Consulting: US-headquartered strategy and technology consulting firm with regional delivery hubs serving mid-sized and growth-oriented organizations. Closely comparable to Texas Advisory Services in targeting mid-market clients with integrated strategy, operations, finance, and human capital advisory offerings, though operating at much greater scale.
Regional players
- Mindspan Systems: Texas-based boutique consultancy offering strategic and operational advisory to mid-sized organizations with regional delivery focus. Most direct regional comparable to Texas Advisory Services in geography and mid-market orientation.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Texas Advisory Services social profiles
Digital presenceTexas Advisory Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Texas Advisory Services leadership team
Management profileNumber of profiles
Profiles9 records
Texas Advisory Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Texas Advisory Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Texas Advisory Services
What does Texas Advisory Services do?
Texas Advisory Services is a Dallas-based management consulting firm that delivers strategic advisory across business strategy, finance, operations, human capital, and technology for mid-sized organizations facing execution or scaling challenges. Services are delivered by a bench of Managing Directors and an integrated partner ecosystem covering AI, HR, legal, real estate, trade compliance, and finance automation. The firm also embeds fractional executive leaders (CFO/COO/CSO) and runs training, executive coaching, and US market-entry programs for international companies expanding to Texas.
Is Texas Advisory Services a public or private company?
Texas Advisory Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Texas Advisory Services founded?
Texas Advisory Services was founded in 2025. It employs 1 to 10 people.
Where is Texas Advisory Services based?
Texas Advisory Services is headquartered in Dallas, United States, in the North America region.
How does Texas Advisory Services make money?
Three revenue lines are on record. Management Consulting Advisory is the primary driver. The others are fractional Executive Services and training and Education.
Who are Texas Advisory Services's main competitors?
Broad incumbents on record are Bain & Company, Boston Consulting Group (BCG), McKinsey & Company and FTI Consulting. Direct peers are Point B, Alvarez & Marsal, Huron Consulting Group, West Monroe and Slalom Consulting. Mindspan Systems is listed as a regional player.
Does Texas Advisory Services have an API?
No public API is recorded for Texas Advisory Services.
What industry is Texas Advisory Services in?
Texas Advisory Services's product category is Management Consulting. Its primary akta.pro industry code is BPAHADAA, Corporate Strategy Advisory, with a secondary code of BPAHAOAL, Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory). Its NAICS code is 54161 and its SIC code is 8742.