DOUGLAS DICKEY

Douglas A. Dickey, CPA, CEPA

CURRICULUM VITAE

Education: Sam Houston State University

Huntsville, Texas

Bachelor of Business Administration

Major: Accounting

December, 1979

Certification: Texas State Board of Public Accountancy

Certified Public Accountant

Certified Exit Planning Advisor, Exit Planning Institute

Membership: American Institute of Certified Public Accountants

& Activity Texas Society of Certified Public Accountants

The Turnaround Management Association

Houston Business Owner’s Network,

Houston Chapter of the Texas Society of Certified Public Accountants

Houston Chapter of TSCPA - Management of Accounting Practice - Group B

National Association of Government Guaranteed Lenders (NAGGL)

Houston Chapter of NAGGL

International Business Brokers Association

Founding Board Member, Texas Center for the Missing

Exit Planning Institute

Geneva Group International: Former Regional Chairman of North America for the International Tax Practice Group 

1979 - Present With the exception of a short period as a controller for an SEC Registered Investment Advisory Firm, Mr. Dickey has been in public accounting since 1979. He is currently managing member of DRDA, PLLC, Certified Public Accountants.

Speaking: Mr. Dickey is a frequent speaker and panelist on topics ranging from tax compliance and tax planning, estate planning and asset protection, business formation, structuring, risk management, start-up financing, growth and profit optimization, financial management of healthcare organization, process optimization and documentation as well as exit planning.

Mr. Dickey has over 35 years experience in public accounting and co-founder of one of Houston’s top 25 accounting firms according to the Houston Business Journal. His practice focus has been on small and middle market companies and supporting the pursuits of the entrepreneur. His areas of practice are taxation and business advisory services. He regularly practices in and has lectured in the areas of:

Advanced Tax Planning and Structures

U.S. Taxation of Resident and Non-resident Aliens

Tax and Business Implications of the Choice of Entity

Estate Planning and Asset Protection

Managing Relationships in Brokerage and Buying and Selling a Business

Sourcing the Right Financing for Your Business

Profit Optimization for the Small and Middle Market Business

Turnaround Strategies for the Small Business

Business Planning and Organizational Alignment

Creating, Understanding and Using Management Tools

Business Succession and Transition Planning

Working with 401(k) Rollovers and SBA Regulations

BORSA – The Business Owner’s Retirement Savings Account

Using Captive Insurance Companies to Manage Risks More Efficiently

Financial Management of Healthcare Organization

Process Optimization and Documentation

Douglas A. Dickey, CPA, CEPA

CURRICULUM VITAE

Education: Sam Houston State University

Huntsville, Texas

Bachelor of Business Administration

Major: Accounting

December, 1979

Certification: Texas State Board of Public Accountancy

Certified Public Accountant

Certified Exit Planning Advisor, Exit Planning Institute

Membership: American Institute of Certified Public Accountants

& Activity Texas Society of Certified Public Accountants

The Turnaround Management Association

Houston Business Owner’s Network,

Houston Chapter of the Texas Society of Certified Public Accountants

Houston Chapter of TSCPA - Management of Accounting Practice - Group B

National Association of Government Guaranteed Lenders (NAGGL)

Houston Chapter of NAGGL

International Business Brokers Association

Founding Board Member, Texas Center for the Missing

Exit Planning Institute

Geneva Group International: Former Regional Chairman of North America for the International Tax Practice Group 

1979 - Present With the exception of a short period as a controller for an SEC Registered Investment Advisory Firm, Mr. Dickey has been in public accounting since 1979. He is currently managing member of DRDA, PLLC, Certified Public Accountants.

Speaking: Mr. Dickey is a frequent speaker and panelist on topics ranging from tax compliance and tax planning, estate planning and asset protection, business formation, structuring, risk management, start-up financing, growth and profit optimization, financial management of healthcare organization, process optimization and documentation as well as exit planning.

Mr. Dickey has over 35 years experience in public accounting and co-founder of one of Houston’s top 25 accounting firms according to the Houston Business Journal. His practice focus has been on small and middle market companies and supporting the pursuits of the entrepreneur. His areas of practice are taxation and business advisory services. He regularly practices in and has lectured in the areas of:

Advanced Tax Planning and Structures

U.S. Taxation of Resident and Non-resident Aliens

Tax and Business Implications of the Choice of Entity

Estate Planning and Asset Protection

Managing Relationships in Brokerage and Buying and Selling a Business

Sourcing the Right Financing for Your Business

Profit Optimization for the Small and Middle Market Business

Turnaround Strategies for the Small Business

Business Planning and Organizational Alignment

Creating, Understanding and Using Management Tools

Business Succession and Transition Planning

Working with 401(k) Rollovers and SBA Regulations

BORSA – The Business Owner’s Retirement Savings Account

Using Captive Insurance Companies to Manage Risks More Efficiently

Financial Management of Healthcare Organization

Process Optimization and Documentation