XPX Maryland
Members

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

Valuation, Exit/ Succession Planning, M&A Advisory, Sell-side representation, capital strategy, capital raise, management buyout

Call me when you begin thinking about selling your business.

Your client wants to enhance its closely held company's value in a ramp up to an exit or if an exit is on the horizon.

When you are looking for help with sales, management issues, hiring, and when you need a change of outlook

You want to optimize either the occupancy cost or operational layout of your physical facilities in order improve the profitability of your company.

When you hear a family business owner is frustrated with leading an underperforming team. Utilizing our program, greater clarity is instilled into their management agenda and creating greater profits

There is an issue regarding the integrity of data, theft of intellectual property, when civil or criminal litigation is a possibility, and M&A requires IT security due diligence.

You're ready to have an Honest Conversation(r) about your financial life

You have an issue involving business or corporate law, tax,estate planning or estate administration, business growth or business succession planning.

Your company is in need of executive level support in the area of accounting, IT, or operations. As your company goes through a period of rapid growth or change, we can provide the part-time support needed without the full-time commitment.

You want to improve your decision-making, communication, and conflict-resolution with your business partner (or successor or prospective partner)

PL Consulting is a team of Full Time and Part Time highly trained bookkeepers who serve as the bookkeeping and live accounting arm for small businesses and CPA firms across the MD/DC/No. VA region.

Verdence Capital Advisors is a planning based RIA uniquely focused the allocation and transfer of first and second generation wealth.

You need merger and acquisition advice, private placements of equity and debt, and financial advisory services including valuations, fairness opinions and restructuring advice

Any business or person is interested in buying or selling a business or real estate

You need business or legal consultation

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

You need bookkeeping, payroll, and Controller services on an outsourced basis.

Your client is looking to put more in their pocket and less in the IRS'. Our firm focuses on helping clients climb the mountain of tax efficiency on their assets during pre and post retirement.

A company is looking to source or refinance a corporate loan. My tech company offers an online platform to access over 70+ lenders, run a streamlined RFP process and manage loan compliance.

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

Clients need experienced counsel with business succession planning and mergers and acquisitions.

Your clients anticipate a business succession or liquidity event because both significantly impact estate, trust, and asset transition planning.

You need assistance with a transactional, employment, or regulatory compliance matter.

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

A business owner needs help to scale their revenue by building a sales process, sales infrastructure and sales strategy with the right sales leadership.

You want to Save Money Through Tax Strategies for Business and Property Owners and You want to Grow your Business through Proven Coaching Programs.

You need a business lawyer to represent you in the transition, sale or purchase of a business who will act to protect your interests and as a facilitator to get the deal done, not as an obstructionist

You are looking for a trusted banking advisor with executive management experience who can think creatively to help your business create value and manage risk.

"If you are starting a business, own a business, or are looking to sell a business; I enjoy working with clients in all phases of their business life, from start-up through acquisition."

We help privately held business owners looking to grow or transfer their busines, access the Capital Markets and meet their Financial Planning and Insurance needs.

SBA Financing . For Business Acquisitions . Expansions . Debt Restructuring . Equipment

You are looking for assistance with business valuation, forensic consulting, or expert witness services.

A family owned company wants to begin talking about succession planning and the future of the family enterprise and doesn't know how to begin the conversation

You need to know what all or part of your business or someone else's business is worth, whether you're buying, selling, complying with financial- or tax- compliance reporting requirements

At Capital Services, we provide our clients with unparalleled HR Consulting expertise with the goal of creating a "best-in-class" HR infrastructure to allow you to accomplish your goals and objectives

Your organization has a need for talented management executives and/or difficult to recruit positions. We recruit individuals "not looking for a job" which are usually the top successful people.

When you want a banker and bank that provides custom lending & deposit solutions and sound advice on how to structure and utilize those solutions effectively and efficiently.

Looking for someone that can help in a business valuation or expert witness context.

...when you have a client who needs a brand marketing strategy at any stage of business. Specialize in providing a fast, cost effective way to refresh their brand image and message.

Any time you have a tax, legal, M & A or estate planning need.

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.

You need accounting, tax or litigation support expertise.

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

You are looking for creativity and the ability to provide proactive advice. Our goal is to identify our clients' needs before they do.

You have a client or prospect that has employees.

You or a client want to place the accounting and bookkeeping in the hands of a professional you can trust

You want a fiduciary who has your best interest in mind and will guide you in making prudent financial decisions for your business or yourself!

You need individualized financing solutions in the middle market that include; real estate acquisitions, equipment purchases, business acquisitions, inventory management and working capital solutions.

Your clients have financial planning questions, specifically around life insurance and/or wealth management. We focus on insuring and incentivizing key people.

A Growing Operating Business is in need of a Commercial Banking Partner.

A business valuation or financial opinion is needed

You or your client is interested in buying or selling a business.

Results through forward-thinking creativity and strategy for transitions/succession, practice management/growth, leadership development and productivity improvement.

Merrill or Bank of America may be of value or service.

A business has unmanageable debt and a bankruptcy or receivership may be the best exit strategy.

Your business owner needs assistance in managing their financial needs with a bank.

An owner needs an "architect" who creates "blueprints" that allow for an owner to gain the correct set of priorities and bring the correct advisors to achieve a successful exit

You need planning that incorporates your business and personal considerations in a way that combines the best of personal services and the newest innovations.

You need a network or cyber security assessment and support to make sure your IT infrastructure aligns with your business needs.

You have a client who is looking to have their computer infrastructure and applications better aligned with their business which results in more productivity and less downtime.

Call me before you are considering selling your company, merging with another company or acquiring a company to discuss options and if you are ready.

Before you raise capital or sign any contract.

Your Client is looking for clarity and confidence on their financial decisions and for a smooth transition and to maximize the personal fulfillment as they embark on the next stage in their life.

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.

You need CFO/COO services to improve cash flow, obtain bank loans, grow profitably, plan strategically, or prepare a business to sell and manage the process; maximizing price and minimizing deductions at the time of due diligence.

You are in need of business counsel with transaction, tax and business questions.

You have a pre-divestiture CEO/owner client who needs personal coaching to effectively lead the implementation of an exit strategy, or a post-sale CEO/owner client who needs help cultural integration

When a company needs a third party administrator for their ESOP and/or 401k retirement plan or guidance on implementing an ESOP.

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.

To find out information on use of SBA loans or conventional small business loans for in expansion projects, and business acquisitions.

Business leadership is nearing the sell of company and needs to plan for long-term health and new purpose in the next phase of life.

Your CPA says you made a profit last year, but you never have enough in the checking account.

Strategic advising/portfolio development in biomedicine and digital health

Hartman works with executive management to align innovative IT solutions with overall business strategy. We are an independent technology advisory firm providing unbiased guidance and leadership.

Clients need help structuring a transition

In need of robust, strategy-linked organic and inorganic growth opportunities - end to end M&A from search to screen, from structuring to close, to post-merger integration.

You need an attorney who speaks business.