XPX Maryland

Leaders

Call Me When... clients need experienced counsel with business succession planning and mergers and acquisitions.

Call Me When... Your Client needs to plan on how to integrate their business, financial and personal life to achieve a life of purpose and want to make the world a better place.

Call Me When... A client needs help structuring their business and personal finances to keep the most money in their pocket.

Call Me When... You have a client that has been approached by a buyer or who wants a deeper dive into the exit options. My CFO background also serves clients interested in growing and building business value.

Call Me When... you have a client or prospect that has employees.

Call Me When... You have a business owner that is trying to prepare to exit their company / Individual or family in need of complex financial planning / individual with a desire to learn more about private investments

Call Me When... you or your clients are in need of CMO or senior marketing leadership help increasing brand value via brand messaging, identity, and/or communicating brand value via qualitative and quantitative analytics and other KPIs.

Call Me When... you have an issue involving business or corporate law, tax,estate planning or estate administration, business growth or business succession planning.

Call Me When... A client needs to improve their bottom line in order to increase the value of their company.

Call Me When... Client has a challenge on the Corporate Finance portion of their business.

Call Me When... You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.

Call Me When... you or your client is interested in buying or selling a business.