XPX Dallas

Members

Call Me When... There is a small-medium sized owner/business who needs to get their analytics house cleanup and exit ready

Call Me When... an owner is on the fence with their offers. Bernstein can model their lifestyle goals to show how those offers will fit their desires and needs.

Call Me When... We help leaders find the right talent for their growing organizations every single time, with custom talent searches.

Call Me When... I am an M&A and securities attorney. Please call me if you are undertaking a securities offering and need securities counsel. Please call me if you want to position your company in advance of an exit and need a professional to coordinate

Call Me When... You want high level expertise using life insurance in business and estate planning situations

Call Me When... You need a consultation and free analysis on implementing tax strategies to offset tax burden on high ordinary income and unusual capital gain. Employee Retention Tax credit, Research & Development Tax Credit, Cost Segregation and 45L Tax Credit

Call Me When... You have a client who wants to sell their company.

Call Me When... You or your client needs affordable access to impactful data to help them prepare for business transition or need key insights into financial and operational business metrics

Call Me When... A business requires risk management, planning, recruiting/retention or financial planning

Call Me When... Boutique HR outsourcing for middle market companies including payroll, HR, benefits, COVID policy

Call Me When... Call me when you're ready to strategically plan your business exit for maximum value and a smooth transition. We specialize in guiding owners to successful exits

Call Me When... Operationally oriented private investment firm

Call Me When... Call or text (214) 202-8939 for any matter - meetings, events, coordination, etc. Profit Inc HQ is in Fort Worth, but I live/work from Frisco TX.

Call Me When... Call me when a business is looking to scale efficiently and add value quickly

Call Me When... Lower middle market Investment bank that also provides advisory for companies in distress

Call Me When... 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.

Call Me When... you'd like to see more profits through Artificial Intelligence and Better Operations

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

Call Me When... I help small business owners turn sweat equity into gold. Small business owners need financial strategy, operational guidance in meeting their business goals. Getting them ready to exit some day.

Call Me When... you would like to sell or buy a business

Call Me When... I would be happy to help if anyone is interested in getting an SBA loan to purchase their business, buy a partner out, help them buy a building, start a business, expand their business, working capital and more. We have a 1% referral fee.

Call Me When... You have questions about ESOPs or clients who may be interested in learning whether an ESOP may be an appropriate strategy to address their planning needs.

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

Call Me When... you need a 1031 exchange

Call Me When... Financial Due Diligence (buy side & sell side transactions)