We’ve Been There…We Get it.
Running a family business isn’t just about managing profit margins or bottom lines. It’s about building legacy, protecting what’s been built, and preparing the next generation for success. The stakes are high—emotionally, physically, financially, and relationally.
At FBR, we understand the weight behind every decision you make. We’re not just advisors—we’re operators, owners, and family business leaders ourselves. We know the late nights, the difficult conversations, and the pressure to grow and protect something far more personal than just a company.
Our Mission
FBR provides best in class financial administration, objectivity, strategic thinking, asset oversight and reporting for efficient planning and even stronger outcomes. Our passion for clarity fuels our drive to optimize the complexity and ultimately improve the quality and life of our clients in three ways.
Growing The Leader
Many family business owners feel stuck—needed everywhere, yet unable to grow. At FBR, we help identify what's holding you back and unlock growth. With a combined 70+ years of experience, we've likely faced and solved the same challenges you're facing now.
Growing The Team
One of a leader's fundamental jobs is developing a bench of next generation leaders, yet few follow through. FBR has employee and leadership resources to enable and equip the team so that the business has capable and growing talent for taking the business to the next level.
Growing The Business
Growth doesn't have to be hard. Our Team of Resource Providers have significant experience in a wide range of functions for family businesses. Whether it's developing a strategy, creating systems, improving cash flow or navigating leadership succession, we can help.
Our Services
We work with your current team (CPA, Investment Advisor, etc.) to raise the bar
in clarity and insight, making adjustments as needed. Ultimately, you get a team that offers integrated support across all phases of your personal journey and business lifecycle.
Chief Financial Officer, Quarterback,
Trusted Advisor, Chief Administrative Officer.
Bookkeeping /
Payroll
Fractional CFO Advisory
Business
Valuations
Succession / Exit Planning
Financial & Estate Planning
Next-Level Consulting & AI Integration
Sales & Marketing Support
Mediation & Legal Resources
Our Approach: Advisory That Feels Like Partnership
Whether you’re planning for growth, succession, or simply trying to bring order to the chaos, FBR meets you where you are. We bring a unique combination of strategic insight, practical solutions, and emotional intelligence to guide you forward — with additional clarity that leads to more confidence.
Your Business, Your Terms
No cookie-cutter models here. Every family business is different. We tailor our solutions to your specific context, values, and goals.
Real-World Experience
Our team has likely lived the challenges you’re facing. We’ve scaled businesses, exited them, restructured teams, and led through tough transitions.
Trusted Relationships
You won’t just get advice. You’ll gain a long-term partner who stands beside you through critical decisions and beyond.
Let’s Build Your Future —Together
You don’t have to do this alone, or with limited resources. FBR exists to walk alongside family business leaders with the tools, insights, and understanding required to build something that lasts.
START HERE: knowing your numbers
Know what your business is worth?
TESTIMONIALS
What others are saying
"...solid resources"
"Finishing well is a personal goal of mine and this is a good platform with solid resources."
- Grant H.
"...I have more confidence now."
"Thank you. I should have done these things years ago!"
- Charles D.
"...highly recommend."
"Your advice and planning insights allows us to move faster and accomplish more."
- Russell K.
Services Available Nationwide
In Person | Virtual
Offices
6301- 6305 Waterford Boulevard | Oklahoma City