Call Me When... You need to maximize a sale through deferral of immediate tax obligations and the creative growth of sales proceeds through variable investment, installment sale strategies. Our services are free of charge and can help all parties in a transaction.
Board of Directors (not for profit)
Structured Installment Sales
Transition Planning Certification
Media and Entertainment
Member for 1 year
Chapter Leadership Role
Why I'm a Member of XPX
To help all parties associated with the sale of a business or appreciated asset, by deferring initial tax obligations, growing sale proceeds through creative investment strategies and bridging the gap between buyers and sellers on sales valuation.