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a business owner is interested in an ESOP.

you're looking for a growth partner to provide capital and expertise to help take your business to the next level.

A Founder owned business is looking for an investor or exploring a sale of their business.
Call me when you're ready to take your financial strategy to the next level with integrity, innovation, and a commitment to excellence.
...you need capital for an expansion, acquisition, exit, re-capitalization, or any other special situation.

You have a business need with a tax angle, but you don't want the tax tail to wag the dog.
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A client needs a fiduciary adviser to oversee the sale of their business and wealth management needs during and after exit.
Expert in leadership & accountability development, strategic alignment, operational excellence and improvement, technology capabilities, modernization and decommission of IT environments, business integration and acquisitions.
you want to sell your company, understand the sales process, or valuation of your business
Need a estate planning attorney for high net worth clients
advice is needed on growth transactions, e.g. acquisitions, joint ventures, private fund formation, and strategic contracting.
Want to Learn More?
Contact one of our Chapter Leaders or download our XPX Miami One Sheet.