XPX Triangle

Members

Call Me When... a business owner desires to sell their privately held business, or when you want advice about planning for a situation.

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

Call Me When... you want to discuss financing options to buy (or sell) a business, or to buy out an existing partner.

Call Me When... you want to grow or assess your intellectual property portfolio

Call Me When... growing / evolving business can use entrepreneur-friendly fractional HR and people science support

Call Me When... you have a business owner looking at selling a business with an enterprise value between $1m and $50m.

Call Me When... there is a business to be bought or sold, partnership to be structured, contract to be drafted, entity to be formed, will or trust to be created, or any legal planning objective to be accomplished.

Call Me When... 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.

Call Me When... your business operations is hampering your growth or needs reinforcement in advance of an exit.

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

Call Me When... A Business Owner is considering an Exit or Succession Strategy

Call Me When... Expert guidance is needed in the buying, selling, leasing, investing and/or development of commercial real estate.

Call Me When... You have questions about or need assistance with bank financing.

Call Me When... I serve owners of companies who want to increase cash, obtain financing, grow profitably, increase company value, plan strategically, and/or prepare a business to sell.

Call Me When... You want to get more from your business and create more value. We provide a simple yet powerful set of tools called EOS to help owners gain Vision, Traction and grow a healthy leadership team aligned with the company's Vision.

Call Me When... Seasoned Experts helping small to mid-sized businesses grow and become more profitable Interim & Part-time CFO/Controller, Profitability Improvement, Strategic Planning & Budgeting, Cost Reduction & Control, Best Practices, Key Performance Indicator

Call Me When... A business owner is looking to keep more of their hard earned money instead of giving it to Uncle Sam.

Call Me When... I am a results-driven attorney that leverages my legal skills & business acumen by partnering with clients to achieve their goals and objectives and drive business growth or exits through a variety of innovative opportunities.

Call Me When... You want to scale your business and exit. *Right People; Right Seats is a question * In growth mode and need to build or expand your sales team *Your revenue stalled* To elevate your sales team good to great* Sales team is underperforming

Call Me When... Call me when you want to reach me or want my thoughts on an initiative or potential client issue.

Call Me When... A business owner would like to develop a plan that would maximize their business value, minimize their taxes and transfer their business to who they would like to transfer it to within their time frame

Call Me When... a small to mid-size business needs CFO, Accounting, Tax planning, Tax resolution services.

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

Call Me When... you need a solutions oriented merger & acquisition lawyer or general business/corporate counsel for your company or business.

Call Me When... You are considering franchise investment or growing your business.