XPX Triangle
Members

You want to grow or assess your intellectual property portfolio

Business planning, financial services & retirement planning for small business owners;

You meet someone who is experiencing a life event like selling a business, moving to the Raleigh area, received a promotion, just retired or about to retire, experienced a family death or wanting help developing a comprehensive financial plan

You encounter a growing company that needs bookkeeping services. 540.421.7824

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

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

You would like to talk about buying or selling a business.

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 have any accounting needs including audit, tax and business resources such as accounting assistance including but not limited to daily entries, reconciling bank accounts, payroll processing.

A CEO or executive management leadership is required for venture capital acquisitions/divestitures or advancing scientific and techinical innovations into new companies

A small to mid-size business needs CFO, Accounting, Tax planning, Tax resolution services.

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

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

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!

Clients call or should call me when they need realize their visual and verbal brand messages are no longer relevant or in accord with their mission or culture.

You need to build business value & growth through more effective customer and market expansion strategies.

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

You need help with with buy/sell, retirement plans, key person, personal financial planning, philanthropy, or asset protection.

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

There are leadership, communication and culture needs. My strength is in using patterns in language to establish right seat and what's blocking progress and success.

Growing / evolving business can use entrepreneur-friendly fractional HR and people science support

I am an executive leadership coach working with CEO's of growth companies. I also facilitate strategic planning processes & help companies prepare for exits.

We can help with Planning and Investing. We believe in a holistic approach toward driving your investment plans. We work well with other professionals to help clients with their goals.

A leader has concerns with their sales org, or frustrations with having a predictable pipeline, or are challenged with process and rely too much on leadership/owners to get things done.

Your business is experiencing stagnant or declining sales, and you need help with sales strategy, process, and execution.

I help exiting business owners design their next adventure. When selling your business is not a retirement plan, but a move to align your economic activity with a new purpose or lifestyle. My exclusive 12 step program ensures that your new venture f

I offer full service Opportunity Zone (Tax) Strategies and Investments which includes Business Advisory; Real Estate Development; as well as Fund Organization, Advisory, and Administration.

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

You need assistance with banking and finance issues.

When you need a mission-oriented business and nonprofit attorney to help with IP, Formation, Contracts, Employment, and M&A matters.

Tax consulting, tax planning or tax return preparation for individuals or businesses is needed or when business valuation services related to purchase or sale transactions, gift or estate matters, or equitable distribution is required.

Fractional Human Resources Consulting for small/mid sized businesses and non-profits

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

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

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

You or a client of yours is in need of a trustworthy banker who has the knowledge necessary to craft a truly tailored banking solution. My position puts me at the center of the client relationship, as I manage lending, deposits, and cash management.