|Ecspex: Expectations of Success
Mission Statement -The goal of Ecspex is to be the “Go-To” shop for small to mid-size business. As such,
Ecspex intends to provide the very best and most complete consulting and advice for growth oriented business
owners and successful entrepreneurs. We will resource the best and highest quality professional services,
networking, technical knowledge, manpower and strategies available on behalf of our clients and their best
Ecspex (expects) represents the culmination of 25 years of experience in working with business owners and
their needs. The Wisdom of 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
corporate and independent resources, making them available to each Business Owner.
Business Wealth Consultant – We focus primarily on business owners and the wealth they create from
ownership of a business. Our purpose is to help them productively grow their business, prepare to work with
bankers, financial advisors, realtors, attorneys, accounting firms, suppliers, customers, and buyers of their
business. We work with business owners to help them plan for success, translation of business to personal
wealth, business continuation planning, and sale of the business.
Ecspex Applied - is to imply the Business Owner’s ability to productively pursue their wealth opportunities
through better management of their business and ultimately meeting their expectations. The purpose is to plan
and execute business strategies which are focused on the success of the owner(s) more than the build-out of a
business. The Owner’s business will be treated like an asset expected to perform. This is a step beyond typical
business consulting and much more robust than other services today.
The entrepreneur/business owner can be much better served if provided the ability to consider more options,
focus on specific goals for success, and reduce costs through better negotiating skills.
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, these Business Owners are passionate about building out their
company to a much higher valuation level. If sale, merger, or transfer of the business to family, friends, or
employees is in their future, they can benefit from Ecspex services to help increase the value of their business
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 with Business Owners to provide strategy and implementation, and to manage a
potential team of professionals and services which can help the business grow more rapidly and prepare for
capital needs ahead of time.
Often small and mid-sized business owners are unprepared to go to the bank. If they had been aware of a few
more things before the need for financing arrived, they might have negotiated a much better situation.
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 things they wish to own
which also have value, especially to them. A wealthy person could also be someone who is on the way to being
very successful and their potential and value has not yet created the standard measure of wealth in dollars.
Medical Practice & Business Wealth Consultant
I have a strong desire to fill the gaps in professional services for Business Owners.
For this reason I have developed Ecspex. It is my goal to bring information together
in a meaningful format, from which owner decisions can be easily made and time-
lined. This process is derived from a unique perspective and experience in
Computer Systems, Business Financial Services, Financial Planning,and Business
Ownership. The difference is in focusing on the owner rather than just the
|The only Real Gold Standard of Business is Performance