About

Achieve Your Greatest Expectations

Design, develop, & capture the potential of your business or medical practice

Ecspex – Achieve your expectations

Mission  – Provide Advanced Consulting Technology and Services. Ecspex intends to provide the very best and most complete consulting for growth oriented business owners and successful entrepreneurs. We resource the best and highest quality professional and AI services, networking, technical knowledge, manpower and strategies available on behalf of our clients and their best interests.

Ecspex (expects) – Ecspex is derived from the best problem solving and management training of several Fortune 100 & Fortune 500 companies and is as diverse as everything from computer systems analysis to investment banking and financial services. Ecspex gathers strength for you and your business by partnering with the best corporate and independent resources available to each Business Owner.

Ecspex Applied – Focused on the Business Owner’s ability to productively pursue wealth opportunities through better management of business and ultimately meeting expectations. Plan and execute business strategies which are focused on owner(s) more than the build-out of a business. Owner’s businesses are treated as an asset expected to perform. Step beyond typical business consulting; much more robust than other services today.

Entrepreneur/business owners are better served when provided more options, focused on specific goals for success, and reduced costs through better selection.

Business Owners represented by Ecspex are not startups. Instead they have passed the startup phase and are looking for better advice, need to expand management, obtain capital and resources, and negotiate better professional fees and services. Most important, Business Owners are passionate about building out their company to a much higher valuation level.  If sale, merger, or transfer of business to family, friends, or employees is in their future, they can benefit from Ecspex services to help increase valuation.

A short list of services: Assessments, Wealth Strategy Planning, Establishment of Personal and Business Goals, Expectations and Measures, Plan/Goal Implementation, Negotiation of fees and services, Evaluation, Capital Raise Strategies and Networking, Re-evaluation.

Ecspex works very closely and tirelessly with Business Owners to provide strategy and implementation, to manage teams of professionals and services which can help business grow more rapidly and prepare for capital needs ahead of time.

Wealth – Unlike other advisors and consultants we don’t consider someone to be wealthy just based on the amount of money they can deposit in an account.  We realize that wealthy people often do not maintain the bulk of their wealth in brokerage and bank accounts but instead spread it around in a variety of assets they wish to own which also have value, especially to them.  Wealthy, could also be someone on the way to being very successful, potential and value has not yet created the standard measure of wealth in dollars.

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