XPX Dallas

Events

you need any commercial banking services from any commercial loan product to cash management services.

You want to attract, retain, and maintain top level talent. You are looking for help with risk mitigation, or you value the bottom line increase that comes with long term cost containment.

You want high level expertise using life insurance in business and estate planning situations

You want to learn value building using technology and flawless execution of digital transformation strategies

You are seeking financing to buy our sell a business.

Financial Due Diligence (buy side & sell side transactions)

you'd like to see more profits through Artificial Intelligence and Better Operations

you have a client with people problems (hiring, performance issues, leadership development)

A middle-market business owner would like to sell their company in 12 to 24 months, and they're not prepared to go to market.

you are seeking financing to buy our sell a business.

No matter how successful your business is, one of two things will happen to your organization. You're either going to experience growth so great it will outstrip your control or you will hit a ceiling you can't breakthrough.

You need help with cost reduction, revenue growth, strategic/organizational improvement and system transformation

Sales growth, sales training, sales hiring, outsourced sales leadership

anytime

you need a fractional CFO focused on growth and integration of EOS

Someone needs a solution focused business lawyer, particularly regarding M&A, capital raising, employment dispute, business dispute.

a CEO is frustrated that growth has stalled and is unclear how their sales and marketing efforts are performing

When you need an CPA firm resource for your accounting needs!

You have a business owner client that expresses an interest in de-risking their position in their company or could use help with succession planning.

there is evidence of a need for financial/banking/risk mitigation strategic or tactical advice