Ryan Monroe

The Dallas Chapter of the Private Directors Association had a great meeting last night discussing capital raising for private companies. There were 80+ attendees who joined the interactive discussion. My takeaways: ·        Normal lending activity levels are returning but commercial banks are losing market share to private lenders due to less restrictive credit requirements ·        Traditional lending leverage ranges from 2.5 to 2.75x for companies to allow future headroom. Traditional lenders offer cheaper money but only if you are credit worthy ·        Private equity exits have been delayed for those acquired in the 2018 - 2021 time frame. The longer hold periods are leading companies to search for additional capital ·        Advice to owners of private companies: “Run your business like you will have it forever. But be prepared to sell it next weekend.”  #PDA #PrivateCompanyGovernance

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How To Claim Unclaimed Property Money – Step By Step Unclaimed property is actually money that came back to the sender undeliverable in the mail. It represents undelivered returned checks. For the past 30 years, by law in all of the states, payors of these funds must send these payments to the state. It is up to the payee to claim this money.  States do not notify the recipients/owners.   These monies stem from undelivered checks from insurance companies, title companies, uncashed refund checks from manufacturers, lost rent deposits, overpayments, class action lawsuits and many more sources due payable to both companies and individuals.   Follow these instructions to see online if you have any monies held in these funds. When searching, just change the state to that where the person or company is located. ·        Google, “Texas Unclaimed Property” (or your particular state). (Claimittexas.gov) ·        For Texas, of the options presented on the first page of results, select the option with the word “OFFICIAL”. Note: Choose the official site for your state’s program. ·        For Texas, hit the GET STARTED button in the middle of the screen. ·        Enter either the business name or the individual’s last name, then in the next box, enter the first name. Most all of the states are fairly similar in their programs. ·        Note: Try different spellings (assume they misspelled your name or company) and LOOK ON ALL RESULTS PAGES. On foreign names, assume they may have been entered backwards. Try both spellings. ·        Search all addresses in the past 35+ years since laws were passed. ·        Try entering only the first letter of the first name versus the whole name to increase the chances of getting more results. ·        Do not enter any other data which will restrict the search (i.e., city, zip code).  Leave the other fields open before searching. ·        If you find any amount that belongs to the name, hit the claim button select the "I AM THE OWNER". ·        Fill out the data, you will get back an email and a form to complete to apply to get the money. Individuals need to show a copy of their ID and proof of their SS# (SS card, tax return copy or W2 copy is good).   ·        Fill out the form and mail it to the address they provide to you along with your backup. (or submit online) ·        Make a copy of the claim for yourself before sending it in case you get rejected. TRY AGAIN. Send it again with more backup!. ·        Check unclaimed property for all states the company has facilities, or all states the individual has lived over the past 30 years to be safe. ·        NOTE: Also check for deceased individuals (executors can claim the funds)  All payors (individuals and businesses) are required by law if unable to locate the legal owner, to turn undelivered funds to the state. These funds have been accumulating since the late 1980s in all 50 states anow probably more than $70B+ accumulated nationwide.

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Many DFW family businesses want top-tier accounting talent—but struggle to compete with public companies or private equity-backed firms. The secret? Sell the intangibles. Big 4 alumni often crave: - Work-life balance - Purpose over profit - Autonomy and impact We’ve placed dozens of CPAs into family firms by reframing the offer as an opportunity to build something real.

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Most companies treat accounting as a backward looking function. Necessary, accurate, and compliant, but rarely strategic. What if your financials could do more than report history? What if they helped guide decisions before opportunities or problems fully surfaced? Our latest article explores how strategic accounting turns numbers into insight and insight into action. It is not about more reports. It is about better questions, clearer signals, and stronger leadership decisions. Read more here: https://lnkd.in/gEKp6jam

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Got your bonus? Here's my take on why DFW accounting, finance, HR, and ops pros should test the market now—before Q2 heats up. Reposting our fresh Pegasus Staffing Partners blog because I've seen too many high-performers wait another year, only to miss fresh budgets unlocking Controllers, FP&A leads, HRBPs, and operations roles with real upside. Key reasons to move post-bonus: ✅ Protects your payout while landing 20-30% comp jumps ✅ Bigger scope/title in DFW's growth sectors (manufacturing, fintech, corporate HQs) ✅ Escapes burnout—companies are hiring for sustainable teams Check the full playbook here 👇 What's your #1 reason for staying put? Be honest below. Totally confidential to explore—DM me. #DFWHiring #AccountingJobs #FinanceJobs #HRJobs #DFWJobs #CareerAdvice

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The jobs report drops tomorrow, but Texas data already shows the direction. San Antonio's unemployment rate was 3.7 percent in December. Houston added 14,800 jobs in 2025, though growth slowed to 0.4 percent, below the prior decade’s pace. This is not a downturn. It is normalization. Industries tied to population growth, like healthcare, education, logistics, and hospitality, continue to expand. Office-focused sectors such as professional and technical services are softening. That shift matters. Hiring is becoming more deliberate. Headcount decisions are tied closely to revenue. Margin protection is influencing workforce strategy. We are moving from urgency driven hiring to disciplined growth. For employers, workforce planning is now a leadership level decision. Where does talent drive measurable impact? Where can productivity absorb demand? For candidates, strong skills still win. But selectivity is increasing in corporate and professional services roles. Tomorrow’s national numbers will add clarity. Regional data already tells us this much. Organizations that hire with intention will outperform those that react. Workforce strategy is the advantage in 2026..

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Day 17 of 51: Oklahoma, 2025 #51StateChallenge Oklahoma's employment landscape features low-tiered income tax rates and unique payroll contribution rules, necessitating tailored compliance strategies for growing teams. 🔹 State Income Tax: Tiered – 0.25% to 4.75% 🔹 Minimum Wage: $7.25/hour 🔹 Paid Sick Leave (HFWA): Not mandated 🔹 FAMLI Leave & Jury Duty: Not mandated 🔹 Voting Leave: Up to 2 hours 🔹 Payroll Deductions: ▪️ FICA (6.2% Social Security up to $176,100) ▪️ Medicare (1.45% up to $200,000 + 0.9% additional over $200K) ▪️ FUTA (6.0% up to $7,000) ▪️ State Unemployment Insurance (1.5% up to $28,200) 🔹 Workers' Compensation: Varies by industry & insurer 🔹 WARN Act: Applies in mass layoff or closure situations Despite its straightforward wage floor, Oklahoma's multi-tiered tax rates and voter-specific leave rules require clear policies, especially for larger organizations and multi-state teams. Confused by state-wise employment law variations like this? 🎯 Use PamGro - Employer of Record Employee Cost Calculator to get accurate cost projections by role and state. 📲 Try it here: https://lnkd.in/gQE88rYb 📩 DM for the detailed Oklahoma PDF Or 📞simplify hiring across all 51 states in one call: https://lnkd.in/ginM6ax3 #OklahomaCompliance #51StatesOfCompliance #PayrollCompliance #PamGro #EOR #HiringInTheUS #SohamComplianceChallenge #StatewiseHiring #RemoteHiringUSA #HRComplianceUSA #WageCompliance

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Agree? If you are sitting on the sidelines of the DFW industrial market because of a 9.0% vacancy rate, you are missing the most resilient growth story in America. The data tells a different story than the headlines. In the last 12 months, Dallas-Fort Worth absorbed 25.4 million SF. That is nation-leading demand. Investors see 9.0% vacancy and freeze. Operators see a 1.2 billion SF market that refuses to quit. What you are likely NOT doing: Looking at the "Core" recovery. Targeting NE Tarrant/Alliance where vacancy is under 6%. Recognizing that bulk logistics leasing ticked up 10% this year. You wait for a "perfect" market. We build in a resilient one. Stewardship means finding value where others see volume. The future of Texas logistics is being written right now. The No-Brainer Insight: Focus on 4 & 5 Star logistics assets. 87 million SF has delivered since 2023. The "flight to quality" is real. The best buildings always win. Add your questions about the DFW pipeline below.

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