Call Me When... A business owner is thinking about a transition and needs help quantifying what the value of the business means to them, as well as the implications and best strategy from a personal, family, and financial perspective.
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Connect with the Industry’s Most Powerful Group of Professional Advisors
Private company clients need access to a trusted team of advisors to marshal them to through the various stages of the business lifecycle. The XPX – Exit Planning Exchange member directory is where you can find a diverse group of experts – and they can find you.
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Call Me When... a business owner wants to exit their business on their terms and without regret
Call Me When... at the office during the day.
Call Me When... an accurate value is needed for a transaction, including tax, estate, exits/sales, and compliance
Call Me When... CEOs who has (or wants to have) the courage to grow an organization from whatever it is today to one that is rock solid, with a strong culture and a strong leadership team in place to maximize profit, value and impact.
Call Me When... Commercial banking or cash flow consulting. Niches in Cannabis, Healthcare (HSA), manufacturing, and nonprofit sectors.
Call Me When... A business owner needs to build and implement systems. Our professionals focus on the four intangible capitals that make up 75% of a companies worth. We systematically improve and measure the Human, Customer, Structural, and Social capitals.
Call Me When... you have a client or prospect that has employees.
Call Me When... I counsel emerging and mid-sized companies re: ownership & protection of IP assets, licensing & selling/acquiring IP assets, and general business matters (outside general counsel)..
Call Me When... You know a private equity firm or independent sponsor investing in the lower middle market looking for cashflow based senior debt financing, nationally.
Call Me When... you or a client needs investment management, tax management, lending, corporate trustee, or estate planning services.
Call Me When... you're looking for tax deferral strategies, investment management and comprehensive financial planning
Call Me When... We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.
Call Me When... there are complex tax compliance and consulting planning, primarily involving personal income, fiduciary, charitable and estate and generational wealth transfer tax issues.
Call Me When... You have a question or need with regards to any/all tangible asset (machinery or real estate) issues, including business valuation.
Call Me When... I am a senior banker, finance executive, and entrepreneur with extensive experience in business development, investment banking, sales, finance, and advising organizations of all sizes, ranging from start-ups to multibillion-dollar corporations.
Call Me When... You're frustrated with the speed with which your company is growing, or concerned that you are growing too quickly to maintain control.
Call Me When... To find out information on use of SBA loans or conventional small business loans for in expansion projects, and business acquisitions.
Call Me When... I help individuals and business develop successful plans to dispose of assets and business interests in a tax efficient manner that will, eventually, protect the inheritance for children and heirs.
Call Me When... growth is your priority, and turning chaos into a well-oiled machine is your mission.
Call Me When... Valuation Advisory; Gifting Valuation; Estate Valuation; Transition, Exit, Succession Planning; and Value Enhancement needs arise.
Call Me When... You or a business you know needs assistance with due diligence, tax or succession planning, an M&A transaction, or audit and accounting services.
Call Me When... There is an opportunity to participant in events, meetings etc. Open to any and all communication
Call Me When... you have a client with loan and/or treasury management needs.
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