XPX Maryland
Members

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

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.

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

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.;

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

To find out information on use of SBA loans or conventional small business loans for in expansion projects, and business acquisitions.

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

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

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

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

Your client wants to enhance its closely held company's value in a ramp up to an exit or if an exit is on the horizon.

Merrill or Bank of America may be of value or service.

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.

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

You need an attorney who speaks business.

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

You are anticipating a business transition and want customized, investment management, estate planning and strategic advice from a private, independent investment and strategic advisory firm.

Call me when you begin thinking about selling your business.

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

...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.

"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."

We help privately held business owners looking to grow or transfer their busines, access the Capital Markets and meet their Financial Planning and Insurance needs.

A Growing Operating Business is in need of a Commercial Banking Partner.

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!

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 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

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.

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 or a client want to place the accounting and bookkeeping in the hands of a professional you can trust

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

Strategic advising/portfolio development in biomedicine and digital health

For Personal Financial Planning

You are looking for a trusted banking advisor with executive management experience who can think creatively to help your business create value and manage risk.

There is an issue regarding the integrity of data, theft of intellectual property, when civil or criminal litigation is a possibility, and M&A requires IT security due diligence.

Clients need help structuring a transition

Any time you have a tax, legal, M & A or estate planning need.

Client has a challenge on the Corporate Finance portion of their business.

When you hear a family business owner is frustrated with leading an underperforming team. Utilizing our program, greater clarity is instilled into their management agenda and creating greater profits

Your business owner needs assistance in managing their financial needs with a bank.

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

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

You want to optimize either the occupancy cost or operational layout of your physical facilities in order improve the profitability of your company.

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

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

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

Before you raise capital or sign any contract.

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

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.

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.

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.

When you are looking for help with sales, management issues, hiring, and when you need a change of outlook

You need to know what all or part of your business or someone else's business is worth, whether you're buying, selling, complying with financial- or tax- compliance reporting requirements

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

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

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.

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

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

Hartman works with executive management to align innovative IT solutions with overall business strategy. We are an independent technology advisory firm providing unbiased guidance and leadership.

Verdence Capital Advisors is a planning based RIA uniquely focused the allocation and transfer of first and second generation wealth.

You're ready to have an Honest Conversation(r) about your financial life

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.

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.

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

A business valuation or financial opinion is needed

You have a client or prospect that has employees.

PL Consulting is a team of Full Time and Part Time highly trained bookkeepers who serve as the bookkeeping and live accounting arm for small businesses and CPA firms across the MD/DC/No. VA region.

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

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

You have any questions about how to buy or sell a business, or how to get a business ready to sell.

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

Your CPA says you made a profit last year, but you never have enough in the checking account.

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