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MEMBER PROFILE

 

Monika Pelz

Securieon Group

 

Member profile details

Membership level
Northern California Individual
First name
Monika
Second name/initial
I.
Last name
Pelz
Title
Business Advisory Services
Company
Securieon Group
XPX Chapter Email Lists
  • Austin News & Events
  • Chicago News & Events
  • Nashville News & Events
  • Northern California News & Events
  • Phoenix News & Events
  • South Florida News & Events
 

XPX ROLE

Leadership Role
Launch Committee
 

CONTACT INFORMATION

City
Danville
State
California
 

PROFILE INFORMATION

Call me when
You know a business owner of, or investor in, a mid to late-stage co. with $10mil to $100mil revenue in need a clear succession plan. Whether preparing for an exit, recapitalization, or leadership transition, we develop tailored growth strategies.
Why I/we support XPX
I support XPX because of the collaboration with experts, strategic insights beyond basic services, and helping companies navigate business transitions to achieve successful exits.
Profession
  • Accountant
  • Consultant
Functional Expertise
  • Cash flow enhancements
  • Cash management
  • Exit/Transition Planning
  • Finance
  • Financial Modelling
  • Leadership Development
  • Mergers
  • Strategic planning
Client Industry(ies)
  • Business Services
  • Consumer Services
  • Education
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Retail
  • Software/Internet
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
CPA
In Business Since
1996
How to contact
LinkedIn profile link
Business Focus
Business consulting and management advisory specializing in developing and executing high performance growth strategy for each client.
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