XPX DC Metro

Members

Call Me When... A lower middle market company is interested in selling.

Call Me When...

Call Me When... You are seeking financing to either buy or sell a business

Call Me When... Your business is growing and in hiring mode, you want to develop a strong HR infrastructure, and provide your employees with top-tier resources and benefits to make yourself as attractive an employer as possible

Call Me When... CEO Coaching / Senior Leadership Development

Call Me When... You find a business owner who desires to exit their business, lacks a plan and is unsure of where to begin.

Call Me When... You need an outside general counsel and advise clients on general corporate and securities matters, including stock and asset purchases/sales, mergers and acquisitions (M&A).

Call Me When... Your established business client is dissatisfied with their current bank, or has a financing need over $1MM.

Call Me When... A client who would benefit from legal advice and counseling in the areas of business succession planning, buy-sell agreements, or mergers or acquisitions, or any of my other practice areas.

Call Me When... I help individuals and business develop successful plans to dispose of assets and business interests in a tax efficient manner that will, eventually, protect the inheritance for children and heirs.

Call Me When... You require a planning based solution to help manage a transition to a new phase in life that involves financial decisions.

Call Me When... You have a client who owns a small business as part of their total assets, even if they THINK they won't be exiting for several years

Call Me When...

Call Me When... You are expecting a major liquidity event related to your company at any future time and need exit planning organization across multiple advisors or if retirement from an employer is within five years

Call Me When... There's a question or concern involving human resources or benefits, especially when considering a merger, acquisition, or sale of a business

Call Me When... When your client needs to reduce the costs of their employee benefits and at the same time attract and retain employees with benefits. We provide better outcomes for our clients.

Call Me When... You need a business valuation, litigation support, tax planning or preparation, an audit review or compilation, management consulting

Call Me When... When you need the counsel of a business attorney with over 40 years experience working with growing businesses from formation thru successful exit or succession.

Call Me When... You have accounting and bookkeeping issues, payroll and business growth. If you need to have your finance in order, accurate and able to make decisions based on your income and expenses.

Call Me When... One is looking for a partner to help engage, educate and empower them toward the utilization of a wide range of investment tools in order to achieve their most important life's objectives.

Call Me When... Clients need advice with financial planning, organizing and analyzing their life, disability and long term care needs; to structure and fund their buy sell agreement; or ways to retain key employees.

Call Me When... Your business or nonprofit organization is looking ahead and would like a partner with good experience and a pro-active attitude. Our tax and accounting service is reliable and personal

Call Me When... We help small businesses grow their bottom line by 50% within 12 - 18 months while helping owners and executives create tax advantaged income and exit strategies.

Call Me When... We do exits, whether leaving a spouse, paid work or selling a business, we do the financial bridge to your new future.

Call Me When... A business owner is open to a conversation about saving on taxes, holistic financial planning, retirement planning, issues with turnover of key executives, estate planning needs