XPX Houston

Sponsors

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'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.

7156904039

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.

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.

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

Need help managing growth, and exit and transition planning.

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

“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.

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.)

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.

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

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