XPX San Antonio

Sponsors

A middle-market company or PE firm is in need of $2-$25MM for acquisition or other term debt to fuel growth. Loans, working capital lines, acquisition lines, equipment lines, and owner-occupied RE.

When a company needs an Client Accounting Services Firm

A business is planning a significant transition.

You are looking to develop a strategic plan to build the value of your business.

My team at BofA offers tailored capital solutions to help businesses expand, refinance, or prepare for a sale. We will design financing structures that align with your unique business objectives.

when a business owner is interested in considering the sale of their business, wants to how the M&A process works, and how to increase the value of the company between now and a liquidity event.

a fractional CFO is needed

In an event of; Growth Initiatives, Merger & Acquisition, Exit Planning, Partnership Disputes, Debt or Investment Financing

A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.