XPX Chicago

Members

Call Me When... you need more than an advisor. Call me when you need leader who will help bridge the gap between what you think is possible and what is actually possible.

Call Me When... Someone needs operational improvement, sales management consulting, financial management, debt and equity sourcing, M&A advisory services as well as turnaround and distressed asset management work

Call Me When... I help small to mid-size businesses put get their revenue generation back on track by building a solid sales infrastructure that addresses strategy, processes and execution creating a path to sustainable sales growth.

Call Me When... you feel you have, or will have, complex financial needs but don't have a coordinated comprehensive approach to addressing those needs.

Call Me When... Call me when you have questions about the tax possibilities concerning a new venture or transaction.

Call Me When... We work with business owners and leadership teams of privately held companies, in addition to placing and servicing our clients insurance programs we develop strategies to manage and fund the risks facing their business.

Call Me When... 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.

Call Me When... You need a financial projection of your retirement income to help make your money last as long as you do; or, you want a better 401(k) or retirement plan for your company.

Call Me When... Call me for all of your Banking needs whether it be lending, depository, cash management, or wealth management.

Call Me When... I provide brief pre-retirement coaching to help your clients transition to a satisfying next chapter. Please visit www.donewithwork.org

Call Me When... in need of robust, strategy-linked organic and inorganic growth opportunities - end to end M&A from search to screen, from structuring to close, to post-merger integration.

Call Me When... You have a client in need of additional finance and accounting bandwidth (QOE support, modeling, diligence)

Call Me When... I'm a Spanish-speaking corporate attorney specializing in guiding ambitious entrepreneurs through business growth, strategic business purchases and sales and complex contracts.

Call Me When... SBDC - M&A Advisory / Capital Advisory

Call Me When... You want thorough and personalized legal representation related to the purchase, sale, or operation of a business in a timely manner.

Call Me When... HR Specialist- I help C suite exec's & small business owners grow their top line, mitigate risk and cut costs through human capital management

Call Me When... You, your business or your acquaintances are threatened by IRS or state collection activities for unpaid taxes

Call Me When... You need someone on your team that can get into the details and also provide high level advise and counsel. Someone that will do what it takes to help the client be successful.

Call Me When... 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.

Call Me When... When you need a sounding board to test your strategy, goals and plans or to solve a sales trend, earnings or cash flow problem.

Call Me When... We generate substantial cash flow for commercial property owners by accelerating depreciation with quality, affordable, engineering-based tax analysis studies reducing IRS taxes.

Call Me When... You know a business owner who is interested in buying or selling a company now or in the next 5 years.

Call Me When... You need an affordable and custom approach to stabilizing, scaling, or growing a business. Or to turnaround or prepare a business for sale. Experience as CEO, CFO, COO, & Head of Marketing & Sales.

Call Me When... A business needs their accounting / tax records in order or is getting ready to execute buy / sell activity.

Call Me When... a client is struggling to understand how to convert the value of their business into an income stream in retirement.