Who We Help
At MGA, we partner with privately held, entrepreneur-run businesses that are looking for more than compliance. They want a strategic partner for every stage of the journey. Our clients typically range from $5 million to $100 million in annual revenue and are led by decision-makers who are actively shaping the future of their companies.
We work alongside business owners who are running, growing, and ultimately transitioning their organizations. From choosing the right entity structure, to building strategies that support sustainable growth, to planning for continuity and succession, our role is to help bring clarity at each step of the business lifecycle.
The people we serve are builders at heart — ambitious leaders who want to maximize opportunities, protect what they’ve built, and confidently move into their next chapter. While we don’t provide stand-alone individual tax return preparation, we support the individuals behind the businesses we serve as part of a holistic partnership.
Sound like you? Learn more about what we do → Or see the industries we work with →
See How Businesses Like Yours Have Partnered With Us
“Nine times out of ten, MGA is able to answer my question or solve my issue quickly and concisely. That one time out of ten when they can't, they tell me that immediately, but then they go out and find the answer for me.”
– Mark Waller, Proceanic
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Retirement Transition
Wealth Management & Legacy PlanningAfter selling his business, Robert turned to MGA’s trusted advisors for retirement planning, gaining the confidence and peace of mind to fully enjoy his golden years.
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Homebuilding
Assurance & Tax AdvisoryMGA helps Jamestown Estate Homes stay focused on their craft, providing trusted financial guidance that lets them keep building lasting relationships and dream homes.
“MGA’s F.A.S.T. service has been a game-changer for us, in terms of how we manage our books. They’ve taken a lot of work off of our plate, and they’ve put it on their plate — where it belongs. I am now able to spend more time on what I want to focus on.”
– Robert Martinez, Rockstar Capital
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Funeral & Memorial Services
Accounting & Strategic AdvisoryRooted in compassion and family values, Jewish Funerals / Distinctive Life rely on MGA’s trusted guidance to grow their business while preserving a personal approach to service.
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High Tech
Outsourced AccountingMGA supports Swyft Filings, a fast-growing tech company, with outsourced accounting and real-time financial insights, helping them focus on innovation while we handle the numbers.
“The team at MGA goes above and beyond in everything they do, which is why my team and I consult with them on significant business decisions. They have always provided timely services coupled with expertise. I can always trust them to be one step ahead for me and my business.”
– Jed Manocherian, Woodbranch Investments Corp.
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Real Estate
Strategic Advisory & Technology ConsultingRadom Capital, led by Steve Radom, relies on MGA for tax guidance, regulatory advice, and technology consulting to navigate growth and complexity in real estate development.
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Healthcare
Advisory & Exit PlanningMGA worked alongside Houston optometrist Dr. Thomas Arnold, providing personalized advisory and exit planning support that gave him the freedom to focus on patient care.
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Insurance
Strategic Advisory & Business Sale SupportMGA partnered with Robert Cox and Liz Kirby to resolve complex accounting issues and guide them through the successful sale of their insurance firm.
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Real Estate
Advisory & Tax StrategyFor over three decades, MGA has partnered with Greenberg & Company, providing advisory and tax strategy services for this Houston-based commercial real estate firm.
“MGA definitely has an entrepreneurial spirit about it. You can just feel it, and given that we exist to serve entrepreneurs and promote entrepreneurship, we try to cultivate that internally. Everything from their office culture to their technology to their people, it truly feels like we have a shared passion.”
– Travis Crabtree, Swyft Filings
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Manufacturing
Strategic Advisory & Tax PlanningMGA’s relationship with Scott Bork, CFO of Nailor Industries, spans more than 15 years, from working inside MGA to partnering with the Firm for strategic guidance.
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Marketing & Advertising
Strategic Advisory & Business SupportMGA partners with Stephen Jurgella, founder of Fountain Forward, providing the clarity, support, and creative solutions he needs to grow his automotive marketing agency.
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Industrial Services
Full-Scope Accounting & AdvisoryMGA has supported Houston’s iconic C&D Scrap Metal for decades, providing trusted guidance and advisory as the company celebrates 40 years of growth.
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Entrepreneurship
Strategic Advisory & Exit PlanningMGA guided Cindy Marion, founder of MMI Agency, from rapid growth to a successful sale, simplifying every stage of her journey as she built an award-winning marketing firm.
“MGA provides best-in-class client service and expertise on a wide range of financial advisory matters. Over many years of working with MGA, I have found them to be very responsive and professional people who always work with integrity.”
– Tom Radom, Radler Enterprises, Inc.
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Real Estate
Outsourced AccountingMGA partners with Rockstar Capital, a fast-growing multifamily real estate firm, delivering outsourced accounting solutions that fuel growth, acquisitions, and tenant-focused culture.
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Retail & E-Commerce
Strategic AdvisoryMGA supports eSigns, a national online retailer, with proactive tax strategy and business advisory, helping CEO Roy Marsh navigate the fast pace of e-commerce.
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Entrepreneurship
Strategic & Technology AdvisoryMGA supports serial entrepreneur John Leggett with tax strategy, deal structuring, and technology solutions that power growth across his real estate and investment ventures.
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Legal Services
Tax Compliance & AdvisoryMGA works with Core Legal Concepts, a litigation support firm, to resolve complex tax issues, streamline compliance, and create financial clarity that gives their team peace of mind.
“Not only do I love the MGA team because of the quality of work, but because of the care they show on a daily basis. These people are REALLY good at what they do, but they take it to a different level with the way they think in the future tense of your business.”
– Stephen Jurgella, Fountain Forward
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Homebuilding
Outsourced AccountingMGA supports Frankel Building Group with outsourced solutions that enabled a smooth generational transition and the continued growth of their custom homebuilding business.
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Healthcare Innovation
Scalable GrowthMGA partners with BioTE, a national leader in hormone optimization therapy, to provide financial structure and growth strategies that support rapid expansion and long-term stability.
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Hospitality
Tax & Strategic AdvisoryMGA partners with Lasco Enterprises, a multi-concept restaurant group, to streamline tax compliance and structure new ventures with long-term growth and estate planning in mind.
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Healthcare Revenue Cycle
Strategic AdvisoryMGA works alongside PFS Group, a healthcare revenue cycle management company, to design sustainable growth strategies backed by financial clarity and trusted partnership.
Industries We Work With
At MGA, we work with a wide range of privately held, entrepreneur-run businesses across industries. While our clients span everything from A to Z, what they share is an ambitious drive to grow, protect, and eventually transition what they’ve built.
Below are a few industries where our expertise runs especially deep. Explore these to see how we’ve helped business owners like you succeed.