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MEMBER PROFILE

 

Billy Amberg

Bloomwood

 

Member profile details

Membership level
Atlanta Individual
First name
Billy
Last name
Amberg
Title
President
Company
Bloomwood
XPX Chapter Email Lists
  • Atlanta News & Events
  • Charlotte News & Events
  • Chicago News & Events
  • Dallas News & Events
  • Denver News & Events
  • Miami News & Events
  • Nashville News & Events
  • New Jersey News & Events
  • New York News & Events
  • Northern California News & Events
 

CONTACT INFORMATION

City
Atlanta
State
Georgia
 

PROFILE INFORMATION

Call me when
Call me when capital gains tax on sale is an issue. My firm specializes in deferring and eliminating gains on the sale of businesses.
Why I/we support XPX
I am a member of XPX to save end clients big money on taxes and to get M&A Advisors paid more on the deals they close.
Profession
  • Investor
  • Wealth Manager
Functional Expertise
  • Board of Directors (for profit)
  • Board of Directors (not for profit)
  • Business development
  • Capital markets
  • Cash management
  • Charitable giving
  • Cooperative business models
  • Debt
  • Employee benefits
  • Employee engagement/ retention
  • Entrepreneurship
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Facilitation
  • Family business
  • Fiduciary
  • Finance
  • Investments
  • Lending
  • Mergers
  • Mezzanine
  • Philanthropy
  • Private equity
  • Real estate
  • Retirement
  • Sell side/Divestiture
  • Strategic planning
  • Tax
  • Transaction advisory
  • Trusts
Client Industry(ies)
  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Wholesale/Distribution
Professional Certification(s)
MBA
In Business Since
2022
How to contact
billy@bloomwoodcapital.com, 4048544067
Website
bloomwoodcapital.com
Business Focus
Sophisticated tax planning for young founders and executives with kids as well as families with $50MM+ net worth
Client Results
Massive, tangible wealth creation through tax savings, estate planning, and helping clients not miss out on tactics and strategies that work for them.
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