XPX DC Metro

Members

Call Me When... You have a client looking to sell or acquire a business or raise debt or equity capital to fund the growth of their business.

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... you or your client requires the expertise of a strategic executive at the CFO/COO level to advise on growth alternatives.

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 are looking for advisory, assurance or tax services related to an acquisition or a planned exit from an investment.

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... 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... you need advice or representation re: shareholder/member disputes, business-to-business transactions and disputes, franchise law issues, or employment law issues.

Call Me When... Call me when you are considering the tax ramifications of a transaction. Managing the tax burden associated with a deal is often critical in taking the deal to closing.

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... you want financial peace of mind and a clear and realistic vision of your financial future.

Call Me When... You have a client in need of exit prep, valuation, or sell-side M&A help

Call Me When... If you are forming a new business, your business is not growing or you want to exit your business

Call Me When... Call me when a business desires to keep more of the money they earn to increase profits, improve cash flow, and have more funds available to invest in their business.

Call Me When... A business owner wants to work on the business as well as in the business.

Call Me When... Outside of market hours

Call Me When... There are personal Insurance needs

Call Me When... you want to grow as a business, you are transitioning in your career, or you have litigation (and litigation avoidance) needs.

Call Me When... client wants to buy or sell a business.

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... You meet a business owner who wants to improve business performance, grow, increase enterprise value, and reclaim balance in their life. We create optionality for business owners to execute the exit they want, on their own terms.

Call Me When... A client a starting a business, starting to think about selling or growing their business, or any tax related or financial decisions need to be considered.

Call Me When... you have accounting/audit/tax or business planning needs.

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

Call Me When... You need valuation of a business or business interest for tax compliance, management planning, financial reporting or litigation support.