XPX Fairfield County
Members

You have coverage questions, or hard to place insurance.

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

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.

You are in need of a tax mitigation specialist, particularly when you're facing a large capital gains tax and need a solution.

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 business owner is or should be considering considering the next opportunity for their business. Are they expanding? Are they planning to exit or sell? Will they be financially independent?

An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.

Never

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

Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory

You simply need a second set of eyes on a solution or are looking to provide a creative holistic strategy to enhance the after tax value of a family enterprise

You are working with a business owner and you need some financial modeling done to demonstrate the impacts or tradeoffs of various decisions or scenarios the owner is contemplating.

Senior secured lender

You're looking for a firm with excellent client service from a full spectrum of traditional tax, accounting, and assurance services. I work in assurance services specializing in SEC, High-Tech, and Manufacturing/Distrubution companies.

You or your clients have a need for individualized risk management and employee benefits consulting with a white glove approach.

Looking to acquire a small to medium size business

You have an employee-related issue including court and agency cases, governmental personnel-related audits, or you need counsel on addressing any employee-related issue.

Exit or Succession Planning, Advisory Board

Asset-based lending opportunities

Call me when you or someone you know are in need of Elevator related services.

Call when you or anyone you know is selling or buying and elevator related buisness.

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 a valuation.

Need financial planning for buy or sell side transactions

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

Trusts and estates expertise is needed.

A business is for sale with Sales of $5M + and EBITDA of $1M + and when a business owner needs a valuation

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.

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.

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

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

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

Business hour, Business days

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

There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale

Consumer Growth Partners (CGP) is a private equity investment and advisory frm with an exclusive focus on retail and non-perishable branded consumer products companies in the lower middle market with $2.5-10mm of EBITDA.

There is a need for personal insurance and individual risk management consulting

There are complex tax compliance and consulting planning, primarily involving personal income, fiduciary, charitable and estate and generational wealth transfer tax issues.

You have any tax-related needs pertaining to closely-held business or other private equity enterprises.

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

When you're involved in a transaction that needs assistance with either buy-side or sell-side due diligence/Quality of Earnings

Someone wants to build, manage, and protect their wealth.

A preeminent corporate lawyer with experience in sell/buy-side mergers and acquisitions, venture capital and securities law; consummate deal maker with ability to lead and close deals of all sizes.

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

You need a professional to discuss your business ownership exit planning options.

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

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.

A company, stressed or healthy, needs to sell, merge or access financing

Someone needs education on how to protect, grow, and exit their business.

It's time to see what your business is worth and take it to market

Clients are looking to build value through better accounting and finance, operations, and technology ahead of an exit

Either you or your client can benefit from trusted advise in the tax, accounting, or advisory space!

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.

You are looking to sell your business

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

Call me when you have a referral.

Companies or executives looking for ways to reduce employee acquisition costs and improve employee retention providing an alternative to “Stay Bonuses” including more flexibility, higher net income, increased benefits and reduced risk. Business owner

Your client is looking to make a charitable donation in advance of a business exit.

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?

Wealth planning, Financing, Strategic Credit, Escrow setup, Strategic guidance, Pre and Post Exit Planning, M&A guidance

A business owner is contemplating a transaction (Financing, Sale or Acquisition), even years in advance of a transaction so we can help the owner maximize shareholder value.

Business

Middle Market Commercial Banking Relationship Manager covering publicly and privately held companies +25 million in revenue.

Navigating the uncharted waters of business transition - optimizing for your success.

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

Succession/liquidity planning options ("Consulting"), access to the debt or equity capital markets ("Corporate Finance"), or navigating the sale process for their business ("M&A Advisory").

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

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

A Company Healthy or Stressed wishes to Sell or Merge
needs new financing Senior and below.

On my cell day or evening

There are family business, wealth planning and investment, or executive compensation problems to be solved.

You have any kind of banking need or general question.

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

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

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

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

You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.

Thinking about a liquidity event in the near term or over the horizon and want to maximize your enterprise value? We should talk.

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.

I help entrepreneurs and corporate executives achieve quality of life and financial freedom

You want to find the profit that is hidden in your expenses.

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.

You are seeking financing to buy our sell a business.

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.

Your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business

Legal-business services

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).

You are or know an owner/owners of closely held business that needs trustworthy advice regarding: Trust and Estate planning, Succession planning, advice on selling their closely held businesses at any stage from years away to an uninvited offer.

We provide senior level financial management services to Boards of Directors and CEOs.We work with CFOs and Controllers to accomplish complex accounting and financial projects

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

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;

Considering how best to fund organic growth or acquisition, whether debt or equity, and requiring execution expertise and capability.

There are state and local tax matters.

Before selling the business to help with tax mitigation strategies and unique investment opportunities.

You need a legal business advisor.

Seeking assistance on financial, strategic, SEC filings and capital structure assistance.

When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees

Call me when....clients are approaching a liquidity event.

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.

Organizations need to save money and time so they can improve their EBITDA

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

Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.

You or your clients are interested in creative ways to mitigate income and/or estate taxes.

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

You have sold an investment or income producing property and are looking for an alternative to a traditional 1031 Exchange.

A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.

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.