in need of robust, strategy-linked organic and inorganic growth opportunities - end to end M&A from search to screen, from structuring to close, to post-merger integration.

you or your client is interested in buying or selling a business.

You have a client who is looking to have their computer infrastructure and applications better aligned with their business which results in more productivity and less downtime.

When you want a banker and bank that provides custom lending & deposit solutions and sound advice on how to structure and utilize those solutions effectively and efficiently.

When a company needs a third party administrator for their ESOP and/or 401k retirement plan or guidance on implementing an ESOP.

Call me when you want strategies and analytics for amazing customer experiences and employee experiences.

At Capital Services, we provide our clients with unparalleled HR Consulting expertise with the goal of creating a "best-in-class" HR infrastructure to allow you to accomplish your goals and objectives

A CLOSELY-HELD OR ENTREPRENEURIAL DRIVEN COMPANY IS SEEKING PRACTICAL GUIDANCE FROM THE BUSINESS AND LEGAL PERSPECTIVE.

A client needs to improve their bottom line in order to increase the value of their company.

clients need experienced counsel with business succession planning and mergers and acquisitions.

A business owner needs help to scale their revenue by building a sales process, sales infrastructure and sales strategy with the right sales leadership.

You have a pre-divestiture CEO/owner client who needs personal coaching to effectively lead the implementation of an exit strategy, or a post-sale CEO/owner client who needs help cultural integration

you need individualized financing solutions in the middle market that include; real estate acquisitions, equipment purchases, business acquisitions, inventory management and working capital solutions.

your clients anticipate a business succession or liquidity event because both significantly impact estate, trust, and asset transition planning.

Your Client is looking for clarity and confidence on their financial decisions and for a smooth transition and to maximize the personal fulfillment as they embark on the next stage in their life.

"If you are starting a business, own a business, or are looking to sell a business; I enjoy working with clients in all phases of their business life, from start-up through acquisition."

you need merger and acquisition advice, private placements of equity and debt, and financial advisory services including valuations, fairness opinions and restructuring advice

Your organization has a need for talented management executives and/or difficult to recruit positions. We recruit individuals "not looking for a job" which are usually the top successful people.

you want a fiduciary who has your best interest in mind and will guide you in making prudent financial decisions for your business or yourself!

Oxford Planning Group, LLC provides solutions to help simplify our clients financial lives. We provide financial planning and investment planning advice to individuals, families and businesses.

A client needs help structuring their business and personal finances to keep the most money in their pocket.

Any business or person is interested in buying or selling a business or real estate

you or your clients are looking at the future leaders of the company, and aren't certain if/when/how they'll be ready to lead; revenues are stagnant; margins are compressed.;

You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.

you need a business lawyer to represent you in the transition, sale or purchase of a business who will act to protect your interests and as a facilitator to get the deal done, not as an obstructionist

A family owned company wants to begin talking about succession planning and the future of the family enterprise and doesn't know how to begin the conversation

Looking for someone that can help in a business valuation or expert witness context.

You want a commercial banker that provides lending/deposit solutions that are tailored towards your business needs.

You have a client that has been approached by a buyer or who wants a deeper dive into the exit options. My CFO background also serves clients interested in growing and building business value.

You are looking for assistance with business valuation, forensic consulting, or expert witness services.

you have a client or prospect that has employees.

you need a network or cyber security assessment and support to make sure your IT infrastructure aligns with your business needs.

You need bookkeeping and payroll services, and/or controllership-CFO level assistance on an outsourced basis.

you are looking for creativity and the ability to provide proactive advice. Our goal is to identify our clients' needs before they do.

An owner needs an "architect" who creates "blueprints" that allow for an owner to gain the correct set of priorities and bring the correct advisors to achieve a successful exit

...when you have a client who needs a brand marketing strategy at any stage of business. Specialize in providing a fast, cost effective way to refresh their brand image and message.

you or a client needs an M&A Sell-side Adviser/Business Intermediary to assist and support with exit planning, business valuation, and execution of the Ownership Transfer Process

you need assistance with a transactional, employment, or regulatory compliance matter.

you or your clients are in need of CMO or senior marketing leadership help increasing brand value via brand messaging, identity, and/or communicating brand value via qualitative and quantitative analytics and other KPIs.

you have an issue involving business or corporate law, tax,estate planning or estate administration, business growth or business succession planning.

you need planning that incorporates your business and personal considerations in a way that combines the best of personal services and the newest innovations.

Results through forward-thinking creativity and strategy for transitions/succession, practice management/growth, leadership development and productivity improvement.

Your client is looking to put more in their pocket and less in the IRS'. Our firm focuses on helping clients climb the mountain of tax efficiency on their assets during pre and post retirement.

You are in need of business counsel with transaction, tax and business questions.

you want to improve your decision-making, communication, and conflict-resolution with your business partner (or successor or prospective partner)

a company is looking to source or refinance a corporate loan. My tech company offers an online platform to access over 70+ lenders, run a streamlined RFP process and manage loan compliance.

Valuation, Exit/ Succession Planning, M&A Advisory, Sell-side representation, capital strategy, capital raise, management buyout

You want to Save Money Through Tax Strategies for Business and Property Owners and You want to Grow your Business through Proven Coaching Programs.

A business has unmanageable debt and a bankruptcy or receivership may be the best exit strategy.

Call me before you are considering selling your company, merging with another company or acquiring a company to discuss options and if you are ready.