XPX Fairfield County

Members

Call Me When... You have a HNW client who needs world class planning and wealth management advice.

Call Me When... there is a need for bespoke wealth management services for families that have accumulated significant wealth and are looking for a sincere, caring and optimistic advisor that truly cares about her clients.

Call Me When... 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.

Call Me When... I'm an auditor at PKF O'Connor Davies.

Call Me When... 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

Call Me When... Anytime

Call Me When... 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.

Call Me When... You have a question or need with regards to any/all tangible asset (machinery or real estate) issues, including business valuation.

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

Call Me When... 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

Call Me When... 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.

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

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

Call Me When... 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.

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

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

Call Me When... 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.

Call Me When... a client or contact of yours is looking to (1) sell or purchase a business, (2) raise capital, or (3) invest in a business

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

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

Call Me When... 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).

Call Me When... 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.

Call Me When... We are an independent, fiduciary investment firm working with individuals and families, business, owners, retirement plans and institutions.

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

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