XPX South Florida
Members

Every business owner needs a professional Commercial Banker who is insanely focused on their client's business as if it were their own.

When you want to get profit-driving insights out of your company's data

A business is in need of financing, doing an acquisition or considering the sale of part or the entire company.

Your client wishes to increase both the value and transferability of their business for an eventual exit.

When you need someone to resolve revenue issues increasing EBITDA. I build sales infrastructure, install strategy, and find the right sales leadership so the owner can focus on running or selling the company.

When you're looking to sell your business, make an acquisition or raise growth capital

A CXO or Owner want to increase cash flow to meet unfunded business needs, capital expenses, or want to increase EBITDA to increase business sale value.

You need an attorney for your Florida legal transactions, including real and personal property, secured financing, mergers and corporate transactions. Strategy, negotiation, due diligence and execution are my strengths.

...you have a business owner contemplating a liquidity event. Our team consists of a non-practicing CPA and T&E attorney as well as CFPs to not only do pre-sale planning but also to foster a lifelong wealth management relationship.

You have a business need with a tax angle, but you don't want the tax tail to wag the dog.

You need help with customizing your company's insurance programs to best protect your assets. I proactively assist my clients navigate through coverage while limiting their expenses.

Your Looking to purchase or sell a company or need a valuation done.

As part of the exit planning process, call me when a small or mid-sized business owner wants to understand the confidential transaction process, valuation drivers, and pitfalls to avoid while selling their business to a third party.

You are ready to start to prepare your business for sale for a confidential consultation!

You need a professional who recognizes that each transaction is unique and the suite of services required varies with each transaction.

You need a trusted advisor who can help with your financial goals and transactions

Research & Development Tax Credits, Cost Segregation Studies, and Accounting Method projects. Taxster is a value add firm that provides services that compliment existing CPA relationships

I can be of help!

Feel free to call me should you or your business need of legal counsel to assist you with a transaction, dispute or day-to-day activities. My team and I can help you grow your business by providing high-level, practical legal advice.

A client is looking for a majority or minority equity investment in their business or a complete buyout.

You are or know a successful person looking for guidance on how to make smarter financial decisions.

A small/mid size business needs a partner to grow to the next level

Coaching consulting raising capital

A business client desires financing or cash management, or other banking products and services, to help it grow, mitigate risk, operate more efficiently, or transition the business.

You need help evaluating a business owners personal financial plan. Income after the sale of a business is crucial, and most business owners have no idea what their income will look like after the sale of their business. I can help them.

I can assist in minimizing state and federal income taxes on sales of businesses, minimizing estate taxes and preparing associated trusts and other estate planning documents necessary to achieve tax and non-tax objectives.

You need counsel regarding financing (venture capital, private equity, etc.), or exit/combination events for your company.

Start-ups and small business is my space. Over 20 years running a $25M business, and understands family owned business dynamics. Hands-on, roll up the sleeve player

If you need to invest vast quantities of personal assets.

A Founder owned business is looking for an investor or exploring a sale of their business.

You need help to increase cash flow from operations or external sources, improve profitability, create and implement a sustainable business plan or lay the groundwork for a an exit or transition

Advisory. Audit. Tax.

Before a client is looking to sell

You are trying to understand how the proceeds from the sale of your business will support the life you want to live after the sale

You want to improve culture or communication. You want to uplevel your sales or marketing. You want to improve your presentation skills

Your company requires structuring and obtaining customized financing and/or capital solutions to meet its objectives, or is interested in securing optimized terms and conditions for its sale through a highly managed process.

Already spoke to Erik & Rana.

Looking to work with motivated business sellers to maximize proceeds at closing.

Corporate Insurance & Risk Management Executive & Employee Benefits Succession and Contingency Plans Personal Insurance Packages PEO Consultation

You are looking for a consultative conversation around scaling a business, analyzing employee related costs, or preparing a company for exit. We offer a tech and HR solution for SMBs for benefits, risk & compliance. And looking for new eco partners

You're frustrated with the speed with which your company is growing, or concerned that you are growing too quickly to maintain control.

Considering an exit or sale from a business to understand options available and planning techniques to consider for preserving wealth and ongoing growth

A client is preparing to sell their business and needs help understanding how different offers will affect their personal and familial balance sheets and how to re-structure to account for a sale.

You are in need of legal advice to resolve conflicts or to avoid future conflicts.

Your clients want to build or retain wealth following the sale of their business. I can help them strategically invest to provide income and generational wealth.

Financial planning, goals-based wealth management (retirement, reducing taxable income, children's education, charitable giving, estate planning, etc.) Lending needs (home, business, other)

Cassel Salpeter & Co. LLC is an independent investment banking firm that provides advice to middle market and emerging growth companies in the U.S. and worldwide.

You don't like leaving money on the table and want a team to develop a customized wealth management strategy that protects and grows your wealth before, during, and after you sell your business.

You want to explore getting the most benefit from your business, as well as how to preserve, protect ‎and maximize the value it represents in your and your family's financial future.‎

Strategic Operating and Business Development leader with a track record of increasing revenue, profits and market share growth for technology and financial services providers.