Business Planning
Build a coordinated financial plan that connects company performance, owner compensation, taxes, debt, investments, retirement goals, and succession priorities into one clear decision-making framework.
Dallas business owners face complex decisions around cash flow, taxes, investments, succession, and risk. Endeavor Financial Group provides strategic wealth planning tailored to your company and personal goals, helping North Texas entrepreneurs turn business success into long-term financial confidence with disciplined planning, informed direction, and ongoing support.
Comprehensive planning solutions designed to support business growth, owner wealth, and long-term financial stability.
Build a coordinated financial plan that connects company performance, owner compensation, taxes, debt, investments, retirement goals, and succession priorities into one clear decision-making framework.
Transform income, expenses, reserves, and seasonal trends into actionable projections that support hiring decisions, expansion planning, liquidity management, and better use of available capital.
Work alongside your accountant to evaluate business structure, deductions, credits, timing of purchases, and year-round tax decisions that legally reduce avoidable tax burdens.
Create a diversified strategy for business and personal assets, helping idle capital work toward long-term goals while preserving flexibility for future projects and opportunities.
Prepare for ownership transitions with retirement income planning, buy-sell agreement considerations, business valuation coordination, and legacy strategies that protect your future exit.
Identify financial threats such as key employee loss, market downturns, insufficient reserves, or coverage gaps, then build proactive strategies to protect operations and continuity.
We start by learning how your business operates, your revenue model, personal goals, family priorities, and long-term vision. For Dallas owners, this includes understanding growth pressures, competitive hiring needs, and expansion opportunities across North Texas.
A comprehensive, credentialed advisory team focused on business owners’ complete financial lives.
CFP® and CFA® credentials support disciplined planning and investment guidance for complex owner decisions.
Planning spans cash flow, taxes, investments, succession, benefits, and risk—not isolated asset management.
Strategies reflect Dallas owners’ growth, hiring, liquidity, and exit-planning challenges in competitive markets.
A five-step process gives North Texas entrepreneurs a clear roadmap and ongoing financial direction.
Collaborative professionals supporting business owners with personalized financial guidance.
President of Endeavor Financial Group
Eric Bilitz serves as President of Endeavor Financial Group, leading the firm's mission to deliver comprehensive investment management and strategic wealth planning tailored to each client's unique financial situation. Based in Indiana, Eric brings a consultative approach to every client relationship, specializing in personalized financial planning for pre-retirees, small business owners, and executives. Under his leadership, Endeavor Financial Group operates on a five-step structured process — from discovery and analysis to implementation and ongoing monitoring — ensuring clients receive a clear roadmap toward financial freedom. Eric is committed to building long-term relationships grounded in trust, integrity, and respect, providing clients with unbiased guidance and the financial confidence they deserve.
Financial Advisor
Mike Gonzales is a dedicated Financial Advisor at Endeavor Financial Group, serving clients across Indiana with personalized wealth planning and investment management strategies. Mike works closely with pre-retirees, small business owners, and entrepreneurs to develop comprehensive financial plans designed to meet their individual objectives. As part of Endeavor's collaborative team approach, he provides professional support, education, and informed direction at every stage of a client's financial journey. Mike is committed to delivering holistic financial guidance that addresses each client's complete financial picture, helping them achieve long-term results and lasting peace of mind through strategies grounded in trust, integrity, and respect.
Joe Bilitz is a valued team member at Endeavor Financial Group, contributing to the firm's mission of providing strategic wealth planning and investment management tailored to each client's unique financial goals. As part of Endeavor's collaborative, team-driven approach, Joe supports clients across Indiana with a commitment to trust, integrity, and personalized service. He works alongside the firm's experienced advisors to ensure every client receives comprehensive attention across all areas of their financial life — from planning and analysis to implementation and ongoing monitoring. Joe is dedicated to helping individuals, families, and business owners build confidence in their financial futures and achieve the clarity they need to move forward.
A financial advisor for business owners helps connect company decisions with personal financial goals. This can include cash flow forecasting, investment management, tax strategy coordination, retirement planning, succession planning, risk protection, and employee benefit planning. The goal is to create one coordinated roadmap so business growth, owner income, liquidity, and long-term wealth work together.
Talk with our team about your business goals and next steps.
Comprehensive planning credential for financial strategy.
Advanced investment analysis and portfolio expertise.
Collaborative advisory support for complex decisions.
Share your business priorities, and Endeavor Financial Group will help you explore planning strategies for cash flow, investments, taxes, succession, and long-term financial confidence.
For immediate assistance, feel free to give us a direct call at 463-273-4062. You can also send us a quick email at team@endeavorfg.com.
For immediate assistance, feel free to give us a direct call at 463-273-4062. You can also send us a quick email at team@endeavorfg.com.