A connection is ready to discuss exit planning, value growth, or brokerage. Maximize enterprise value & options. Mitigate tax & risk through exit planning.
Professions
Consultant
M&A Intermediary
Valuation
Functional Expertise
Bookkeeping
Buy side/Acquisitions
Financial Modelling
Sell side/Divestiture
Strategic planning
Transaction advisory
Transaction intermediary
Exit/Transition Planning
Business Focus
Complementary member to an existing SMB owner's advisory team.
Professional Certification
CEPA
Transition Planning Certification or Methodology
Value Growth Architect / Value Builder
Client Industries
Agriculture/Mining
Business Services
Computer/Electronics
Consumer Services
Education
Energy/Utilities
Health/Pharma/Biotech
Manufacturing
Media and Entertainment
Real Estate/Construction
Retail
Software/Internet
Telecommunications
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Advisor Resource Relationships
B2B CFO
EOS
EPI
The Value Builder System
Capitaliz
Maus
EvaluSys
BizEquity
Chapter information
Membership
Charlotte Individual
Member since
Member for 10 months
Why I'm a Member of XPX
We support XPX because it’s about the long road before, during, and after a business transition with trusted peers who prioritize the owner’s full journey and legacy.