XPX Maryland
Members

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

Before you raise capital or sign any contract.

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

You need accounting, tax or litigation support expertise.

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

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

Strategic advising/portfolio development in biomedicine and digital health

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.

A business valuation or financial opinion is needed

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

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

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

A CLOSELY-HELD OR ENTREPRENEURIAL DRIVEN COMPANY IS SEEKING PRACTICAL GUIDANCE FROM THE BUSINESS AND LEGAL PERSPECTIVE.

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.

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.

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

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 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.

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.

Your clients are moving into higher tax brackets and looking to retain, spend or pass on more of their wealth; scaling or planning to exit businesses which rely on partners or other key personnel; expecting a liquidity event.

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

...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.

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

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 need business or legal consultation

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

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

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

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

When you need someone to quarterback the client's exit planning and value acceleration process and coordinate between all parties (Client, Attorney, CPA, Banker, Broker, etc.)

You want an independent asset & wealth management firm and fiduciary that is data driven and offers conflict-free advice for investors that demand a higher standard. We act in your best interests all the time, not just some of the time.

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.

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.

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

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

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.

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.

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

Clients need help structuring a transition

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

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

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

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

You want an attorney who speaks business.

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

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.

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

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.

Fractional C-Suite opportunities, Strategic development and leadership opportunities, board positions, GovCon business development

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

You have a client or prospect that has employees.

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

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

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.

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

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.

"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."

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!

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

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

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

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

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 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

Call me when you begin thinking about selling your business.

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

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

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.

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

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

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

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

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