XPX Charlotte

Members

Call Me When... A business owner wants to make changes that will impact their people: implement strategy, add headcount, improve process, increase productivity.

Call Me When... I specialize in working across generations to help families address the emotional aspects of financial decision-making.

Call Me When... You have a growth minded entrepreneur that needs more insight on how to grow and build value in your business.

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... Business leaders facing complex financial decisions, mergers, acquisitions, or succession planning can rely on TMG Solutions Advisors. Specializing in tailored solutions, they ensure businesses achieve financial stability and growth.

Call Me When... You have corporate/business legal needs. We are a business transaction law firm with a focus on mergers and acquisitions, supply chain contracts, commercial real estate and business succession planning.

Call Me When... You need more accurate, timely or relevant financial records or reporting

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

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... 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.

Call Me When... exiting leaders need solid guidance for personal health during the transition, after the transition, and new purpose in the next phase.

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

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... Tax planning and compliance, reviewed and compiled financials, monthly accounting assistance, CFO viewpoint and advisory consultation

Call Me When... You are trying to grow your business and planning for the eventual exit.

Call Me When... Find $100,000+ of “revenue left on the table” in 1 hour without upfront cost, more marketing spend, or complicated setups.

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... you need an attorney for business matters like fractional general counsel services, M&A, other contracts, disputes, employment law, franchise issues, and litigation.

Call Me When... As a Fractional Outsourced VP of Sales, I help SMB’s rapidly grow revenue to maximize their value by building their Sales Infrastructure focusing on sales process, CRM, forecasting, aligning comp plans, hiring and managing their sales teams if needed

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... My team and I advise business owners in succession planning, group and executive benefits for employee / key person retention, and exit planning

Call Me When... Business owners are ready to begin to strategize for a tax efficient, comprehensive review of their planned or unplanned business departure!

Call Me When... Investments, estate planning, liquidity events, managing cash

Call Me When... You aren't sure which exit path is right for you and you want an unbiased third party to model scenarios.