Put The Power of XPX Membership to Work For You - and Your Clients

Estate and business planning, taxation and estate and trust administration for high net worth individuals, executives and business owners.

A business owner is evaluating selling his or her business.

Clients have needs to be addressed in an exit plan that involve life insurance.

You have a client whose company is institutionally backed and needs help communicating with their board, preparing to sell their business or preparing internal processes for rapid growth and scaling.

You need a business or equity valuation for corporate planning (409a/PPA/etc.), estate planning, or other purposes

A company is considering an sale and needs to verify their accounting is accurate and reflects the reality of their business

As a Certified EOS Implementer™, I help leadership teams of growth-oriented companies gain traction so that they systematically and permanently improve.

Classicly-trained commercial banker who will serve your clients the way you do - with purpose and passion

Please call me when you need investment management or wealth planning advice, including portfolio structure, asset allocation, manager selection, tax planning for selling a business.

You know an owner or executive of a privately held company in need of legal assistance in forming, growing or selling his or her business.

You need corporate legal assistance and are contemplating raising capital for an operating company, investing in an operating company (private equity or venture capital) or selling or buying a business.

You have questions about Federal or state tax planning or compliance, business valuations, entity structuring or mergers and acquisitions.

Working with a business owner who is considering selling their lower middle market company or is interested in growing inorganically through an acquisition.

You have a need for holistic wealth planning and investment management before and after an exit.

You need guidance on how to plan for your financial future as a result of a potential liquidity event.

Anytime