Sophisticated Strategies for Entrepreneurs

Navigating the complexities of investment banking, business exits and tax-efficient wealth management requires expertise, foresight, and a team that understands the unique challenges of high-net-worth entrepreneurs. At Cypress Creek Capital Group, we specialize in guiding successful business owners through liquidity events, mergers, and acquisitions—helping them maximize value while mitigating tax burdens.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Investment Banking

No matter where a business stands in its lifecycle, our results-driven team stands ready to help you move it forward – with deep industry expertise driven by senior bankers. Behind our full-service investment banking capabilities are hundreds of specialized experts in strategically located offices throughout the U.S., Canada and Europe within eight growth-oriented industry practices to serve you.

Get to know Our Team

Bradley Fisk
Bradley Frisk, CEPA®
Founder/CEO, Cypress Creek Capital Group Financial Consultant, RJFS
Janet Cadwallader
Janet Cadwallader
Client Services Manager

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
Great things in business are never done by one person. They’re done by a team of people.
Steve Jobs

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The future at your fingertips

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Cypress Creek Capital Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

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