XPX Fairfield County
Members

Before you sell your business to discuss tax efficiency, succession and estate planning g.

An individual, family, or not for profit organization, is looking for a customized solution to a complex situation involving investments, financing of personal assets, or the sale of a business.

A business valuation is needed for business planning, estate planning or litigation.

A company is interested in improving performance through strategy management - strategic planning and execution.

You are seeking insurance solutions to protect business and family assets. Our key liability coverage segments are: Construction, Real Estate, Retail, and Personal Home/Auto/Umbrella.

Client is seeking to build a plan for managing wealth (pre or post-sale).

Always in the market for LMM deals in the industrial sector and investors who like this space.

If you have any accounting, audit, tax and/or advisory needs in either the commercial or non profit space please reach out.

Fractional/interim CFO Services; you're in the hiring process, or you don't have a CFO and need someone to assist you in planning, cash flow, finance/accounting.

We coach Executives, as well as Business Owners, in the definition of their expected top line growth curve, especially where the top line has flattened and sales competency needs to be raised.

You have a financing need whether for business acquisition or for business expansion, equipment purchases, or working capital needs, or you need a new Relationship Managed account with a bank.

A company recognizes the opportunity or the need to drive increased business value through talent management strategies. I know how to build value through people.

Call me when you have a referral.

Your family business is going through a generational transition or family issues are getting in the way of making business decisions.

You need assistance with domestic and international tax planning needs in connection with your business operations or a potential exit transaction.

Whenever you need advice on corporate or governance matters or when you’re considering a transaction.

There is a need for a Wealth Management team that has significant experience helping families work through transition events during their lifetime.

Business owner(s) interested in developing a risk profile. We take a systematic approach to risk and investment in order to generate liquidity and sustainable income streams.

You would like to have a Certified Financial Planner™️ with over 25 years of experience review your investments and financial planning goals.

You have you have a client who has a question related to planning for an exit to bounce it off me.

Clients want growth capital (debt or equity), or wish to derisk (take some chips off the table) and access shareholder liquidity, in part (minority position sale), or, in whole (merger or acquisition).

I do valuations of private companies for estate planning, financial reporting and litigation.

A business owner is or should be thinking about their ultimate departure from their business; Particularly when the client is an owner of or stakeholder in a family owned business;

My team provides detailed financial plans and investments for business owners/sellers and others.
Our goal is to help our clients make the best, informed, and thoughtful financial decisions.

Trusts and estates expertise is needed.

We help CEOs and their Leadership teams make strategy happen. We accomplish that by collaboratively working with clients to develop achievable strategies and plans.

You need an entrepreneurial, growth-oriented finance executive who has served as CFO for high-potential middle-market companies, and can transform or turnaround your business.

A privately held company needs help with traditional CFO financial planning and analysis, controls, strategic planning and transition planning.

When a top executive needs to grow revenue while still maximizing ROI.

You or a business you know needs assistance with due diligence, tax or succession planning, an M&A transaction, or audit and accounting services.

You need to hire finance staff all the way up to CFO.

Your client is thinking about: (i) succession planning; (ii) selling a business; or (iii) establishing a new employee retirement benefit plan. An ESOP solution could have significant advantages

You need an expert in business valuation, purchase price allocations and/or financial forensics.

Business hour, Business days

When planning for liquidity and/or transition events. What will a sale or a transition mean for you, your family and your employees? Have you really planned this out?

A family or executive is about to enter a period of transition whether that is starting or selling a business or considering any major life/professional changes

Staff is not meeting your expectationsLiving in chaos with your business or firmNeed confidential guidance to resolve a problem

SBA lending, conventional lending, FX, Private Bank/Wealth Management

You or your client would like advice on how to efficiently grow and diversify existing wealth, or to convert recently generated liquid assets into reliable current and future income streams.

For assistance with traditional accounting services, including tax and audit, as well as planning for a successful exit for closely - held business owners.

You, or your client, seek to sell your business to a trusted and experienced operator committed to directly managing and growing it for the long run

Clients entrust me with a great responsibility: to guide them and help grow and preserve their assets. I work tirelessly each day to preserve their assets for their lifetime and for future generations

A multi-generational family business needs to improve its value in preparation for an exit

You need to answer the question “What Happens Next”? I work with wealthy clients and their families to achieve their vision of financial fulfillment, particularly in times of transition.

You encounter a business owner who would benefit from an independent review of an existing retirement plan (401K, profit sharing, cash balance), or looking to start a new plan.

I'm an auditor at PKF O'Connor Davies.

You need legal or business advice regarding mergers and acquisitions, debt or equity finance, joint ventures, securities, and other general corporate and commercial matters or transactions.