XPX Triangle

Members

Call Me When... I serve owners of companies who want help with strategic financial decisions including preparing their business for sale.

Call Me When... Fractional CFO, CPA, 30 years' experience. Provide CFO level corporate financial advice and hands-on accounting support to middle market companies. Believer in accurate cash flow forecasting and GAAP accounting.

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

Call Me When... You need assistance with banking and finance issues.

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 are a business owner thinking about a liquidity event - it is never to0 early plan.

Call Me When... I am a collaborative Advisor to business owners, I am driven to reach them where they are by building personal relationships, understanding their goals and coaching them to better personal and financial outcomes.

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

Call Me When... We help clients increase revenue, margin, and market share through Marketing and Sales Enablement

Call Me When... you want to discuss financing options to buy or sell a business or a partner buy out.

Call Me When... Whenever convenient for you during business hours.

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... Acquisition Entrepreneur

Call Me When... Expense Reduction Analysts (ERA) is a global firm that delivers additional cash flow to middle market clients through savings found in their supplier base. We help firms inprove cash flow & EBITDA to help fund capital projects or prepare for exit.

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... 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... 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... A small business owner needs internal business structure in an effort to increase the profitability in the sale of their business.

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... You have questions about or need assistance with bank financing.

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... 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!

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

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