Put The Power of XPX Membership to Work For You - and Your Clients

Companies are seeking growth strategy, marketing, and communications pre, during and post transaction

You're a business owner, or know of a business owner, that needs an investment bank or M&A firm to manage the entire process of selling/buying a business or raising debt/equity financing.

Call me when you know a business leader who is frustrated and/or wants to: grow__stay ahead of the curve__level-up their leadership__ systemize how they run the company.

Want to take a company from good to great. International Professional Speaker on topics from marketing and sales to belief systems and improving team performance

A client is experiencing a liquidity event and looking for comprehensive advice to support their overall financial health. (Wealth Management, Trust/Fiduciary Services, Lending, Private Banking and Family Office Services.)

A client needs a business valuation for gift/estate tax purposes, divorce, contemplated sale, or financial reporting. In addition, we can assist with investment banking, transaction advisory, and commercial real estate appraisal services.

You have a buy or sell transaction you're considering.

Need help managing growth, and exit and transition planning.

You or clients need customized wealth management advise and financial planning that protects and grows your wealth

You are in need of audit or transaction advisory services. I specialize in companies and transactions where there is either some clean-up or complex matters that need to be addressed.

At the office during the day.

You want to increase the value of your company by growing revenue in an efficient and scalable way.

“A well-prepared business gets more offers, and usually better offers, than does a less-prepared one. A well-prepared business also advances the sale more quickly. Chances are your business can be improved in ways that enhance a buyer’s confidence.

Advisor and partner to business owners and families in the articulation of their values and implementation of desired impact by layering tax efficiency with purpose-driven capital deployment.

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