XPX New York
Members

I am a CPA and CEPA and founder of The NYBB Group, M&A Advisors for companies $1M-$5-M in revenue.

NA

You are working with a business owner and you need some financial modeling done to demonstrate the impacts or tradeoffs of various decisions or scenarios the owner is contemplating.

24/7 I am always available. I like to think that I out care my competition.

Considering how best to fund organic growth or acquisition, whether debt or equity, and requiring execution expertise and capability.

I help entrepreneurs and corporate executives achieve quality of life and financial freedom

Legal guidance for M&A / exit planning strategy and general business, manufacturing, distribution, entertainment, media, advertising, software, blockchain, and technology legal matters.

A Company Healthy or Stressed wishes to Sell or Merge
needs new financing Senior and below.

Seeking assistance on financial, strategic, SEC filings and capital structure assistance.

You need help navigating complexity and want to pre-experience wealth creation decisions.

Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory

You are seeking financing to buy our sell a business.

A preeminent corporate lawyer with experience in sell/buy-side mergers and acquisitions, venture capital and securities law; consummate deal maker with ability to lead and close deals of all sizes.

You need a legal business advisor.

Need financial planning for buy or sell side transactions

Exit or Succession Planning, Advisory Board

You have a client who needs tax advice, particularly in the areas of business structuring and formation, and due diligence when selling or acquiring a business.

You or your clients are interested in creative ways to mitigate income and/or estate taxes.

You, or your client, seek to sell your business to a trusted and experienced operator committed to directly managing and growing it for the long run

Your client would benefit from an overall review of their balance sheet,investment and retirement accounts.You want a proven partner successful in serving highly-satisfied clients and their advisors

A business owner is or should be considering considering the next opportunity for their business. Are they expanding? Are they planning to exit or sell? Will they be financially independent?

If your client needs to build a more scalable, sustainable business that is easier to manage and measure. We develop and execute operations, technology, and people strategies.

There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale

Senior secured lender

You want to find the profit that is hidden in your expenses.

You simply need a second set of eyes on a solution or are looking to provide a creative holistic strategy to enhance the after tax value of a family enterprise

When you're involved in a transaction that needs assistance with either buy-side or sell-side due diligence/Quality of Earnings

Your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business

Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.

You are a private business owner or public company executive going through a transaction or thinking about a transaction. I can help you avoid the pitfalls along the way.

Daytime

Your client seeks options over the tax bite on his income, carried interest or potential sale of the underlying asset.

Your facing a large capital gains tax and need a strategy

Navigating the uncharted waters of business transition - optimizing for your success.

There are family business, wealth planning and investment, or executive compensation problems to be solved.

Business attorney whose practice includes corporate formation, early-stage securities transactions and M&A.

There is a cultural misalignment during a pre or post M&A transaction.

Call me when....clients are approaching a liquidity event.

10 am to 6 pm best times, Mon or Tues best days

Thinking about a liquidity event in the near term or over the horizon and want to maximize your enterprise value? We should talk.

You have the need for tax planning and consulting for your business or family.

When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees

Someone needs education on how to protect, grow, and exit their business.

A family or individual is about to enter a period of transition whether that is starting or selling a business or considering any major life/professional changes.

You or one of your clients is having issues and challenges in their accounting department. See the sypmtoms on my profile.

You'd like to connect.

A company wants to accelerate growth by scaling the owner, building a motivated culture where everyone works as a team while focusing on sales and marketing.

There is a business for sale or is looking for growth equity. Or, if off market real estate is for sale.

You have sold an investment or income producing property and are looking for an alternative to a traditional 1031 Exchange.

Over the past 30 years our team has established a reputation as being the "go to" place for entrepreneurs and business owners looking to maximize the transfer of wealth from the sale of a business

We provide senior level financial management services to Boards of Directors and CEOs.We work with CFOs and Controllers to accomplish complex accounting and financial projects

You have a people issue keeping you up at night.

You need legal representation in connection with the purchase, sale or financing of a business or for general counsel advisory services for your business.

Companies or executives looking for ways to reduce employee acquisition costs and improve employee retention providing an alternative to “Stay Bonuses” including more flexibility, higher net income, increased benefits and reduced risk. Business owner

Call me when you or someone you know are in need of Elevator related services.

Call when you or anyone you know is selling or buying and elevator related buisness.

You have an employee-related issue including court and agency cases, governmental personnel-related audits, or you need counsel on addressing any employee-related issue.

Organizations need to save money and time so they can better pursue their mission and goals