At XPX, learning and networking go hand in hand
XPX Hawaii promotes peer learning, networking and visibility for our members, while creating an environment that fosters collaboration on behalf of our clients. Topics cover all three phases of the private company life cycle: business value growth, business value transfer and owner life and legacy.
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You need an experienced CERTIFIED FINANCIAL PLANNER™ and CEPA® to collaborate with the exit planning team for your business.
Business owners have a big vision for their company & want to move forward, but don’t know how. I help identify hurdles getting in the way & create a path to profitability they never thought possible.
Assist Private Business Owners become Executive Chairmen of their companies
Holistic Wealth Management: A virtual family office approach, supported by a network of CPAs, Investment Bankers, and advanced financial planners to support business owners through growth and monetization.
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