XPX Atlanta

Members

Call Me When... you need process design, improvement, or documentation help to scale for growth, build operational capabilities, manage transitions, and improve organizational efficiency and customer experience

Call Me When... businesses or entrepreneurs need back-office support (accounting, staffing, marketing, or administrative.)

Call Me When... a business owner wants to exit their business on their terms and without regret

Call Me When... 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)

Call Me When... A Seller of a Business needs to enhance the value of their exit through org structure optimization and by clarifying the culture of the business, improving alignment to the purchaser and it's employees.

Call Me When... Aprio is a full-service CPA-led advisory firm. We work with our clients on valuation, tax, and accounting matters throughout their exit planning process to ensure a successful business transition.

Call Me When... clients that needs financial planning and alternative funding solutions

Call Me When... You have questions and thoughts regarding commercial real estate.

Call Me When... You need a marketing professional to evaluate your current marketing program and to develop a strategic marketing plan.

Call Me When... FRANCHISING, VALUATION, LIT SUPPORT & FORENSICS, IMPROVE OWNER DECISIONS, and CHANGE OR TRANSITIONS ADVISORY

Call Me When... an owner needs legal representation in preparing for exit.

Call Me When... I provide financial leadership for companies going thru episodic events (M&A, Bank Refi, turn around etc.

Call Me When... Human Capital Needs and Cost Containment/Outsourced HR

Call Me When... you need a CPA with extensive knowledge of accounting, tax planning and preparation, investments, private equity and M&A

Call Me When... A business needs Credit, Treasury, Merchant Services, Trust, RE, SBA

Call Me When... When you have a business owner that is quickly approaching (or way past) the lifetime gift exemptions. My firm excels at minimize estate taxes and maximizing the transfer to future generations.

Call Me When... You need to assist owners and key decision makers in defining roles and engaging talent as part of business growth and transition planning. Convert people strengths into business performance.

Call Me When... Valuation, Investment Banking & ESOP Advisory

Call Me When... a client wants to see how finance can be used strategically to achieve explosive growth in their business.

Call Me When... your client wants to reduce taxes and give back as part of the exit process.

Call Me When... Lustig Global Consulting that helps companies create risk management programs, establish robust manufacturing and supply chain strategies, and enable sustainability initiatives.

Call Me When... You want to quantify advice you are giving to business owners - to give them confidence to move forward

Call Me When... Business owners are uncertain how to transfer their knowledge to other sales people to increase the value of the business or unsure how to create process to show predictable revenue forecasts based on historical sales performance.

Call Me When... Wise and experienced counsel is needed, particularly in respect to ongoing business operations, or future acquisitions or sales.

Call Me When... Your client needs a collaboration friendly wealth advisor familiar with the exit planning process. Financial Planning, Investment Management and Insurance Planning.