Kevin Roth

Kevin helps business owners during times of meaningful transition; be that pivoting for scale, preparing for an outside sale or developing internal succession.

While Kevin’s clients span all walks of life, he specializes in using his background in mergers and acquisitions to help private business owners develop and implement growth and exit strategies from their privately held businesses. Business transitions are complex, and as an engineer turned entrepreneur, he understands the emotional and financial commitment required to build a business; and is focused on ensuring owners are prepared for a successful transition when opportunity or desire sets in. He enjoys working closely with their team of advisors during the planning process, helping to bring forward the complex and inseparable relationship between an entrepreneur’s life, business, and finances.

Kevin is a Computer Engineering graduate of Texas A&M University. His passion for numbers and working with people led him to obtain his MBA from McCombs School of Business, which eased his career transition to corporate finance for a Fortune 100 Company. There he worked in corporate strategy roles and as a financial analyst on the buy side of mergers and acquisitions. He is a CEPA, Certified Exit Planning Advisor, and CM&AA, Certified Merger and Acquisition Advisor, and a Certified Financial Planner®. He is a frequent speaker to business owners, helping them understand how to architect and monetize business value.

Kevin Roth (CRD# 5826198) is an Investment Advisor Representative working at Tanglewood Legacy Advisors, LLC  in Houston, TX and has over 6 years of experience in the finance industry. Kevin Roth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.