XPX Charlotte

Members

Call Me When... Need asset protection; buy-sell funding strategies; transitional planning for sale

Call Me When... You, your clients, colleagues, leadership, board, and/or teams, need & want to elevate their communication for greater positive impact & results. I provide expert insights, consulting, & training, including issues, risk, & reputation management.

Call Me When... Helping small and medium size business owners confidentially sell their businesses for maximum value when they are ready to exit. We can also provide business valuation services and help entrepreneurs find and buy businesses to control their future.

Call Me When... I coordinate your professional team, your CPA, attorney, and insurance professionals to ensure all parties are making recommendations that go directly toward you and your businesses goals.

Call Me When... You have a client looking to sell, execute a management buy-out, recapitalize their business or buy other companies

Call Me When... Financial Planning

Call Me When... You are looking for tax planning and consulting, financial statements for lenders, bonding companies, private equity investors; you're 5 - 10 years away from retiring and you'd like to create the best enterprise value possible for the company.

Call Me When... Certified Exit Planning Advisor helping individuals and Business Owners with financial analysis and wealth management

Call Me When... Necessary information is to be shared

Call Me When... A business owner needs tax mitigation strategies and financial planning help

Call Me When... I help entrepreneurs and their leadership teams solve root problems, lead more effectively, and gain Traction® in their businesses through a simple, proven operating system.

Call Me When... Looking for Acquisition Funding of $20 Million or less

Call Me When... Business Valuation Specialist | Buy-Side & Sell-Side ESOP Advisory | Exit Planning | Transaction Advisory | Estate & Gift Tax | Financial Reporting | Litigation | Family Law

Call Me When... A business is looking to maximize its value through increased revenues, and looking to establish better Sales processes and infrastructure, including a CRM, forecasting, comp plans, hiring and onboarding sales personnel.

Call Me When... A business owner is considering selling their privately held business and seeking professional representation

Call Me When... Client wants to grow business by focusing on financial and operational needs are unmet by current staff &/or accounting firm. This includes clients who want to exit their business & need to improve their numbers.

Call Me When... You need a family and business financial planning need.

Call Me When... Lavoie CPA PLLC is a non-traditional accounting firm supporting business in the areas of strategic accounting outsourcing, technology and consulting. Our clients experience the power, expertise and technology of a large accounting and finance team.

Call Me When... FocusCFO is a leader in embedded fractional CFO services. Guiding entrepreneurial leaders on their climb to sustainable, transferrable business value.

Call Me When... A client needs help determining how to transition their business, how an exit will impact their ability to maintain their lifestyle, manage their estate tax liability, utilize charitable strategies.

Call Me When... If you need help to reach your business and personal goals. For 30+ yrs, I’ve worked tirelessly to generate profitable commercial expansion. I pride myself on developing trusted relationships to enhance and drive business outcomes and success.

Call Me When... The greatest asset a company has is its people. We stand ready to serve when you have questions or needs regarding a comprehensive HR strategy, employee engagement and company culture.

Call Me When... I am a business appraiser focused on exit planning, ownership transitions and transactions. I specialize in valuing equity interests, intangible assets and complex securities.

Call Me When... People Operations Risk Assessment, Employment Regulatory Compliance, Strategic People Operations Policy & Process, Workforce Design, Leadership & Management Team Development

Call Me When... You have a client in transition that needs help making smart decisions with their money. My planning advice primarily addresses clients' cash flow, wealth protection and transfer needs as well as and philanthropy.