Put The Power of XPX Membership to Work For You - and Your Clients

you’re thinking about transitioning your business, creating a lasting legacy through philanthropy, or want a strategic plan to align your wealth with your values.

you need general counsel for business formation and contract issues, mergers and acquisitions, intellectual property, regulatory issues and more!

When you have a complex asset that you may have the opportunity to liquidate and you want to see how you can impact your generosity and your tax liability.

you have a client looking to buy or sell a business. I help them maximize value, avoid common pitfalls, and ensure a deal that aligns with their financial and legacy goals.

You are thinking of a liquidity event for your business

Call me when you need a trusted tax partner to help structure transitions, reduce tax drag, and align owners’ financial, family, and charitable priorities.

you have estate planning or other trust questions