XPX Atlanta

Members

Call Me When... a business owner looking to consider ownership change who wants to sell for the highest multiple.

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... You want direction and advice with respect to insurance needs, coverages and education specific to your unique set of circumstances.

Call Me When... We are a team of executive coaches that help companies build culture train managers and help business owners win at life

Call Me When... financial planning or wealth management is needed or a connection is needed to CPA's that provide a wide variety of serivces.

Call Me When... Lower middle and middle market companies need help figuring out and executing on both, organic and inorganic growth opportunities.

Call Me When... you want to talk exit planning, key man programs, buy/sell funding or managing $ post-exit

Call Me When... you have a need for understanding of the exposures facing the non-financial assets of the financially successful individuals and families.

Call Me When... As an advisor to business owners, I have a passion for providing high-end wealth planning and investment advice as it pertains to the sale of a privately held business, transferring ownership and wealth to the Nextgen, and navigating retirement

Call Me When... Company owners need experienced assistance in formulating and executing their growth and exit strategies

Call Me When... You want to move on to the next phase of life and live your true purpose. We help transform our clients from being financially successful to living the life of significance!

Call Me When... You have commercial financing needs for Business Acquisitions, Real Estate purchases and Working Capital.

Call Me When... a business owner is looking to prepare their business to sell at a higher multiple by removing themselves from the day to day operations of their business.

Call Me When... a business owner client of yours is wanting to exit but wants also to increase the business value prior to sale. Also if the Business Owner needs to determine what sale amount will produce a sustainable future income, I can help determine that.

Call Me When... Bookkeeping, technical accounting, outsourced controller, compilation, reviews and advisory services to accounting firms.

Call Me When... you have questions about the value of your company or are interested in discussing the future.

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

Call Me When... you find a B2B professional who needs help with business development, their value proposition, and pricing their services

Call Me When... Your client is not growing and doesn't know why, is growing quickly and needs help scaling the organization, is hoping to sell in 3-5 years and wants to ensure the business is poised for maximum valuation.

Call Me When... You desire a partner that truly understands what’s most important to you and employs an established process to build personalized strategies to assist you in reaching your goals with greater confidence and peace of mind.

Call Me When... There is a need for an experienced Wealth Advisor. I have 25 years in experience the financial planning, exit strategy and investment management. I am familiar with both pre-sale and post sale strategies and have access to a robust planning group

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

Call Me When... a business owner is starting to think about exiting and needs someone to run a structured process to value, market, and successfully exit his business

Call Me When... Needing to marry investment management with true, holistic financial planning.

Call Me When... Helping families align business interests with personal goals and/or succession planning. We prioritize service and provide a solutions based approach.