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MEMBER PROFILE

 

Brian Moen

NewLifeCFO

 

Member profile details

Membership level
Dallas Individual
First name
Brian
Last name
Moen
Title
Fractional CFO/CEPA
Company
NewLifeCFO
XPX Chapter Email Lists
  • Dallas News & Events
 

CONTACT INFORMATION

City
Southlake
State
Texas
 

PROFILE INFORMATION

Call me when
I help small business owners turn sweat equity into gold. Small business owners need financial strategy, operational guidance in meeting their business goals. Getting them ready to exit some day.
Why I/we support XPX
My goal is to provide value in connecting the right service providers with business owners to help them achieve their personal and business goals.
Profession
  • Consultant
Functional Expertise
  • Business management
  • Cash flow enhancements
  • Cash management
  • Corporate finance
  • Exit/Transition Planning
  • Finance
  • Financial Modelling
Client Industry(ies)
  • Business Services
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Transportation/Storage
Professional Certification(s)
CEPA
Transition Planning Certification or Methodology
I am a CEPA and promote the Value Acceleration Methodology
In Business Since
2022
How to contact
brianm@newlifecfo or 612-354-0631
Business Focus
Fractional CFO and Exit Planning Advisor
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