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Ramsey W. Goodrich of Carter Morse & Goodrich is a member of XPX Tri-State

Billy Amberg

Bloomwood

Atlanta, Georgia
About
Company name
Bloomwood
Business title
President
Contact
Email
billy@bloomwoodcapital.com
Phone
(404) 854-4067
How to contact
billy@bloomwoodcapital.com, 4048544067
Company profile
Billy Amberg
Bloomwood
Professional Profile

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.

Professions

Investor
Wealth Manager

Functional Expertise

Board of Directors (for profit)
Board of Directors (not for profit)
Business development
Capital markets
Cash management
Charitable giving
Debt
Employee benefits
Employee engagement/ retention
Entrepreneurship
ESOPs
Estate 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
Exit/Transition Planning
Cooperative business models

Business Focus

Sophisticated tax planning for young founders and executives with kids as well as families with $50MM+ net worth

Professional Certification

MBA

Client Industries

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

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.
Chapter information

Membership

Atlanta Individual

Why I'm a Member of 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.

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