About - Reup Inc

reupinc

About the Firm

Investment banking discipline. Main Street access.

ReUp Inc was founded by an investment banking professional who recognized a persistent gap in the lower middle market: business owners deserved the same quality of advisory support typically reserved for institutional transactions — structured, discreet, and genuinely comprehensive.

Today, ReUp operates across business brokerage, tax strategy, accounting, and investment advisory — not as siloed services, but as an integrated platform designed around the lifecycle of business ownership.

We work on a limited number of engagements simultaneously. Our clients receive direct access to senior advisors — not a general intake queue.

Firm Principles

Discretion by default

All engagements are held under NDA. Client names are never disclosed without consent.

Advisory-first posture

We advise on the right path — even when that path doesn’t involve a ReUp transaction.

Integrated by design

Tax, accounting, brokerage, and investment advisory are coordinated — not referred out.

Investment banking standards

Every transaction is prepared, packaged, and presented with institutional rigor.

Our Team

Senior advisors. Direct access.

Principal · Founder

Investment Banking · M&A Advisory

15+ years in investment banking, with a focus on lower middle market M&A, capital structuring, and buy-side advisory across Texas and the Gulf Coast.

Director of Tax

CPA · Tax Strategy

Transaction tax specialist with deep experience in M&A tax, entity structuring, and IRS representation for closely-held businesses.

Controller & Accounting Lead

CPA · Financial Reporting

Manages financial due diligence preparation, quality of earnings analysis, and audit-ready bookkeeping for ReUp clients and brokerage listings.