Welcome to our Community Exchange! It’s designed to give you to get a quick snapshot of all the great new members, content and events at XPX across our network. Please explore and click through to learn more about our members and benefit from the knowledge they share with the community. If you don’t want to miss this valuable update, subscribe to our monthly email digest.
You or a business you know needs assistance with due diligence, tax or succession planning, an M&A transaction, or audit and accounting services.
"If you are starting a business, own a business, or are looking to sell a business; I enjoy working with clients in all phases of their business life, from start-up through acquisition."
A business owner needs tax mitigation strategies and financial planning help
Experiencing cash flow or profitability issues, low morale retention, or burnout or when an owner needs more flexibility or an organization revamp (i.e., more company structure)
You would like to talk about buying or selling a business.
Successors are needed in an accounting firm, or as financial professionals for new ownership
You need analytical support; whether that be gathering data, building forecasts, or creating dashboards to show it all.
You are in need of legal advice to resolve conflicts or to avoid future conflicts.
I can provide SBA financing to complete an acquisition or partner buyout.
A small to mid-size business needs CFO, Accounting, Tax planning, Tax resolution services.
You have a client in need of additional finance and accounting bandwidth (QOE support, modeling, diligence)
You need Instant Human Capital Infrastructure, Fortune 500 Benefits, and expert HR consulting.
Your business is not profitable, or not growing. I can help you get on track to meet your personal and company objectives.
Call me when you need tools to help you launch focused owner transitions.
When you want to build your business value or prepare for the next phase whether that be internal succession or third party sale.
Your client needs a consistent flow of their Best Clients for growth or transition. Not merely more clients, attract more Best Clients by thinking like their Best Clients. The Client Whisperer knows how.
You need a veteran B2B marketing strategist and customized marketing solutions.
Date: October 22, 2021 Time: 10 a.m. to 11 a.m. Eastern Daylight Savings Time Platform: Zoom Free Ticket Click Here: Mark Harari What makes you stand out? In a world filled-with good choices, why should your prospective clients choose you over the competition? In short, it comes down to answering one question: “why should I choose you?”…
Expense Reduction Analysts is pleased to announce that the whitepaper, entitled “Driving Enterprise Value Through Cost Management” has officially launched today. Please click on the link below to receive a copy of the report. https://bit.ly/Driving_Enterprise_Value CFO-ERA-Whitepaper_Driving-Enterprise-Value_Pages_vF
Recently, XPX San Antonio hosted their 4th annual Business Owner and Advisor Summit on October 12th. The program featured a number of panelists covering several exit planning topics. San Antonio Business Journal included a fantastic insert in their recent issue. View the insert here. Thank you to all of our XPX leaders involved in planning…
What does a real, collaborative, multi-advisor value-building project look like? Get the in-depth story and play-by-play of a dynamic, complex value-building project from both the owner perspective and their multi-advisor team. An in-depth panel discussion and Q&A with Owners and their XPX Advisory Team A 2-part series: October 12th and November 9th What’s the owner…
XPX is a multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. Our members have specific areas of expertise as well as a holistic understanding of the breadth of challenges an owner faces throughout the stages of the private company life cycle.
We are unique in that we are the only open advisor network in the private company/business value transfer market. This means that we do not advocate a single approach or vendor. Instead, we endeavor to be a place where all advisors, owners and vendors can interact and collaborate. Each XPX Chapter is a locally-controlled non-profit organized by national and regional leaders in the private company market.
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Welcome to our Community Exchange! It’s designed to give you to get a quick snapshot of all the great new members, content and events at XPX across our network. Please explore and click through to learn more about our members and benefit from the knowledge they share with the community. If you don’t want to miss this valuable update, subscribe to our monthly email digest.
