XPX Triangle

Sponsors

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 need assistance with banking and finance issues.

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

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

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

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.

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

You encounter a growing company that needs bookkeeping services. 540.421.7824

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