XPX Triangle

Past Events

You need to reach your full Potential in your Business or Exit Strategy. I can help maximise your Profits, Cashflow and overall Business Efficiency

You're trying to make the decision of what to do with your company: buy, sell, recapitalize?

You are ready to set ambitious personal and business goals and ready to get the professional coaching to achieve them.

You need a solutions oriented merger & acquisition lawyer or general business/corporate counsel for your company or business.

You need assistance with banking and finance issues.

Considering buying or selling a business, franchise, or commercial property.

A friend or client needs full service Opportunity Zone (Tax) Strategies or Investments. Also, contact me when a client is planning to create a substantial capital gain and would like to discuss deferral options and future CG liability forgiveness.

You are seeking objective, comprehensive financial planning advice from a fiduciary.

You encounter a growing company that needs bookkeeping services. 540.421.7824

You need an experienced professional who is a highly effective communicator both in the board room and the stock room. Where creative ideas on business exit and business continuation planning that maximize owner/partners family opportunity are key!

You have CPA questions. Small business accounting, tax planning and tax preparation.