XPX Austin

Members

Call Me When... 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.

Call Me When... Business owners seeking holistic financial planning & wealth advisory

Call Me When... An owner needs an advisory-focused wealth management team experienced in providing investment, banking/lending or trust expertise as they grow, prepare to exit and make informed financial decisions throughout. We advise post-liquidity event as well.

Call Me When... a client needs legal assistance with business succession, pre-exit planning, representation on an exit, or post-exit estate or investment strategies.

Call Me When... You require all-inclusive wealth planning and investment management before and after an exit. My goal is to simplify my clients’ wealth planning, and investments complexity by providing organization, objectivity, education, and partnership.

Call Me When... you need any audit or consulting services

Call Me When... A business owner or investor in a business is having a liquidity event and needs help thinking through how to achieve long-term financial goals after an exit.

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

Call Me When... 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.

Call Me When... you have questions about Federal or state tax planning or compliance, business valuations, entity structuring or mergers and acquisitions.

Call Me When... You Need To

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

Call Me When... Ronin helps business owners go from the small to the middle market. Invest in / put money to work in small market businesses. Professionalize management teams.

Call Me When... The business needs to accelerate their revenue growth, present documented processes and gain new profitable clients.

Call Me When... exit planning, valuation, buy-sell, retention/recruitment programs, executive compensation, benefits

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

Call Me When... Business owners are frustrated with their people, profits, growth or control

Call Me When... You want to increase the value of your company by growing revenue in an efficient and scalable way.

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 plan to sell your company

Call Me When... an opportunity arises to engage a wealth management team that can guide you on maximizing the value of your business, advise you through the transition, and design a wealth management strategy to preserve your legacy.

Call Me When... you are or have a business owner client who is talking about their exit; I can help with preparation (Readiness Coaching) or with implementing the process of selling of their business (Investment Banking)

Call Me When... You're considering an exit and know you need to build up your brand equity and visibility.

Call Me When... You are seeking Property and Casualty Insurance for High Net Worth individuals and businesses

Call Me When... businesses require customized financial record keeping and controller services. We spend time upfront to understand our clients requirements and customize a plan to meet their business goals.