Call Me When... you have a client with people problems (hiring, performance issues, leadership development)
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Connect with the Industry’s Most Powerful Group of Professional Advisors
Private company clients need access to a trusted team of advisors to marshal them to through the various stages of the business lifecycle. The XPX – Exit Planning Exchange member directory is where you can find a diverse group of experts – and they can find you.
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Call Me When... You need an interim CFO, strategic planning advisory services, due diligence and M&A advisory services.
Call Me When... Your clients need assistance in preparing for due diligence, stronger financial strategy and reporting, and raising capital.
Call Me When... Ownership transition, preparing for sale, shareholder buyouts
Call Me When... A business owner or stakeholder wants to learn how to learn how to transition their business when they want, to whom they choose, for the money they need. We can engage companies in any country with at least 25 employees and $1 mil. profit.
Call Me When... Someone needs a solution focused business lawyer, particularly regarding M&A, capital raising, employment dispute, business dispute.
Call Me When... you need to raise debt capital or engage in m&a
Call Me When... i can provide SBA financing to complete an acquisition or partner buyout.
Call Me When... you have a business owner looking at selling a business with an enterprise value between $1m and $50m.
Call Me When... Oxford Planning Group, LLC provides solutions to help simplify our clients financial lives. We provide financial planning and investment planning advice to individuals, families and businesses.
Call Me When... I help small to mid-size businesses put get their revenue generation back on track by building a solid sales infrastructure that addresses strategy, processes and execution creating a path to sustainable sales growth.
Call Me When... You or your clients need bookkeeping services
Call Me When... you need a business valuation of a privately held company
Call Me When... You or your client would rather accounting and timely financial reporting to be an expected managed recurring process. .
Call Me When... Your financial picture has become complex and you need guidance with investment management, trust, tax, and estate planning
Call Me When... Client has a challenge on the Corporate Finance portion of their business.
Call Me When... You need a consultation and free analysis on implementing tax strategies to offset tax burden on high ordinary income and unusual capital gain. Employee Retention Tax credit, Research & Development Tax Credit, Cost Segregation and 45L Tax Credit
Call Me When... someone is asking about me; there is a special opportunity; to be invited to present
Call Me When... 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.
Call Me When... Call me when you want to reach me or want my thoughts on an initiative or potential client issue.
Call Me When... You need the help of a team of experts to address complex planning issues around: Business transition, Wealth transfer, Sophisticated income and tax planning. My team consists of a Private Banker, Wealth Planner, and a Trust professional.
Call Me When... growth is your priority, and turning chaos into a well-oiled machine is your mission.
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