you or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.

Call me when a business owner you know is feeling anxious or frustrated that they do not have access to the capital needed to run and grow their business.

Aprio is a full-service CPA-led advisory firm. We work with our clients on valuation, tax, and accounting matters throughout their exit planning process to ensure a successful business transition.

You are ready to sell or buy a business or have a dispute to resolve with another business or your partner

someone needs help with their employee benefits program or needs help with Medicare .

We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.

your client needs a multidisciplinary approach to business transitions, estate planning and the tax consequences of same.

one is looking for a partner to help engage, educate and empower them toward the utilization of a wide range of investment tools in order to achieve their most important life's objectives.

You need tax advice to assist in structuring a transaction

M&A Information Technology
IT assessments, IT solutions engineering, IT project management and engineering, IT documentation, outsourced IT administration - managed services.

24/7I am always available. I like to think that I out care my competition.

Buying or selling a business where sophisticated, experienced legal counsel is needed, but where, for whatever reason, representation by a large law firm doesn't fit.

If you are forming a new business, your business is not growing or you want to exit your business

You are a US business seeking to sell and are interested in tapping into our expertise regarding overseas buyers, or you are a non-US business looking to expand (including via M&A) into the US market

When you believe a client may benefit from a discussion on the value of life and or disability insurance to protect the value of the personal wealth and also of that of their business.

You are planning for a business sale, buying a business or facing legal challenges in your existing business, including entity structuring, partnership issues, and complex commercial agreements.

You have HR, Employee Benefit, Payroll, Risk Management needs. We have decrease the amount of time it takes to close a sale of a small business by up to 45 days.

you are looking for a new wealth manager, will be selling a business in the near future or have recently sold a business, need a wealth planner

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.

Before the client sells the business and wants help figuring out: Do I have enough money? What should I do with the money? What do I need to know to make the best decisions for myself and my family?

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

You find a business owner who desires to exit their business, lacks a plan and is unsure of where to begin.

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

There is a business valuation need, for succession planning, ESOPs, 409A, or litigation support.

you our your clients need counsel regarding patent or technology law related matter.

You want a business valuation, you are planning your business exit, or you are ready to go to market and sell your firm.

You have a complex financial life or have a complex tax transaction to prepare for.

When the parents want to prepare their children to take over the business and/or when the parents and kids are fighting with each other and a cooler experienced head is needed.

Shareholders of a family-owned or closely held business are at or approaching a transition point relative to transferring ownership, management and/or control of the business.

If you need tax assistance please reach out to me.

the value of a business or business interest drives a material decision in your client's life.

Legal guidance for M&A / exit planning strategy and general business, manufacturing, distribution, entertainment, media, advertising, software, blockchain, and technology legal matters.

When you are raising capital, selling your business, adding a partner or contemplating any other type of transaction.

Griffin/Stevens & Lee Tax and Consulting Network is a group of 25 tax, accounting, consulting and technology professional services firms, primarily operated by former Big Four professionals.

Your client needs to better understand their financial results and processes.

operating your organization is no longer fun and you are plagued by low morale, flattened bottom line, and incresing stress.

for a holistic approach to meeting your clients financial needs.

you are considering the purchase or sale of a business or want to plan for an exit.

There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale

Call me when you have a need for a trusted personal risk management advisor for high net worth individuals to partner with you to create effective strategies that protect their wealth and lifestyle

Please contact me when your clients want access to unique investments. RainMaker Securities is a full service mid-market merchant bank.

When planning for liquidity and/or transition events. What will a sale or a transition mean for you, your family and your employees? Have you really planned this out?

you have questions about the value of your company or are interested in discussing the future.

...you have questions as to how to maximize the value of your company (improve the mission of your not-for-profit)

At Sales Xceleration we work with business owners who are experiencing challenges related to sales to help them realize their full potential.

Companies need any of the services listed below in

What do you hope to receive from and contribute to the XPX membership?

As well as those listed in Committee Opportunities

you have an employee-related issue including court and agency cases, governmental personnel-related audits, or you need counsel on addressing any employee-related issue.

I provide Merger and Acquisition services to a privately held companies. My typical clients have EBITDA in the $1M-$10M range. Since 2003,