Giving Back To Our Community
Our leaders demonstrate their dedication to the XPX mission and our local community by pitching in to ensure we have the best people in the room sharing the best content. They are role models for the kind of collaboration and long-term thinking that our members value. Please reach out to any of our leaders to learn how you too can gain visibility and influence as a volunteer for our chapter.
You need help in succession planning, estate planning, tax planning or any audit or accounting needs.
You need to prepare for business transition, have tax issues or need independent financial statements. We also have access to a full array of advisory services.
To Mike the most gratifying part of helping people manage their wealth is bringing them a sense of control and confidence about the future.
You want thorough and personalized legal representation related to the purchase, sale, or operation of a business in a timely manner.
There is a need for a credible commercial real property appraisal or valuation service. We provide an array of commercial property valuation services.
Your C-Suite wants to grow top-line revenue and you are ready to listen to candid feedback from your customers. You are 1-2 years from selling your B2B business or are under LOI to buy a business.
We generate substantial cash flow for commercial property owners by accelerating depreciation with quality, affordable, engineering-based tax analysis studies reducing IRS taxes.
A business has a "getting better" agenda and needs to contain costs on health insurance, reduce employment risk, offload administrative duties and become a better place to work!
Call me when a business owner you know is feeling anxious or frustrated that they do not have access to the capital needed to run and grow their business.
Your company, or a business you know of, needs working capital for any reason.
A business needs a financial leader to increase the value of the company
A Financial Accounting (Bookkeeping thru Controller) needs to be improved.
You need an Independent Advisor who is a Certified Financial Planner and a proven "Tax Diversification Specialist" with over 40 years of experience with business owners and high net-worth individuals
CEO ADVISOR & FRACTIONAL CSO, PROVIDING SALES SOLUTIONS FOR B2B BUSINESSES. Top Line Revenue Growth, Sales Strategy, Sales Structure, Sales Assessments, Sales Staffing, Resource Optimization, On-Site Sales Leadership.
You need to accelerate the growth, performance, and profitability of businesses in all life-stages and levels of performance.