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Needs Assessment

Idea and Strategy Creation

Idea and Strategy Creation

Discuss Business Objectives, Direction and Identify Improvement Areas

Idea and Strategy Creation

Idea and Strategy Creation

Idea and Strategy Creation

Development and Mapping of Goals and Action Plans

Empower Your Bottom Line

Idea and Strategy Creation

Empower Your Bottom Line

Achieve the Plan. Bringing Balance and Prosperity

Business Development & Consulting

Every Business has different needs that require effective due diligence to properly identify direction and financial stability. The application of our proven strategies, based on our unique technologies and industry knowledge, generate multiple opportunities and focused direction. Each option presents an environment developed for your specific goals and requirements.


After initially identifying your company goals, we focus in on the direction of the company and how we can benefit  for you. During the opening review we break down each critical aspect of your business to clearly identify and assess every variable involved with your decision.  


Once we have established a blueprint, we then analyze each possible outcome. During this stage you become acutely aware of the variables involved in applying the best possible solution, quickly gaining you peace of mind that you have chosen the finest plan. 


Following these steps, if applicable to the platform options you choose, you will receive access to our internal and external experts that can assist you in all aspects of business, providing you a network of opportunity; assisting business owners who have a once in a life-time opportunity to re-engineer their business to obtain improved and sustainable profitability.

Due Diligence

Our primary focus is to provide you with the best direction and financial mapping in the industry. We remain committed to this focus and believe it equally important to offer access to external experts in all aspects of business, providing you with a network of business professionals to choose from. Remaining dedicated to our clients and their affiliates has earned us many opportunities to work with some of the finest professionals in the business world. Maintaining and building upon these relationships has resulted in a network of industry professionals who are ready to promote your well being. 


MDX Financial Services, Inc. business development partnerships provide business owners with the tools necessary to build, expand and grow their businesses brand reach and bottom line value.


These partnerships are with some of the nation’s leading authorities in business development. Many of which have earned a national reputation of exceptional success in working with business owners to increase their enterprise value. This invaluable expertise in expanding brand reach brings solutions for business owners whose customers have changed their buying habits or  whose business require experienced consultants to negotiate lending arrangements; including secured asset based lenders and venture capital firms that may be interested in lending or investing in our clients. These lenders, investors and buyers trust our ability to deliver. 


With the ever-changing economic environment, it is essential to develop and execute a plan for success; a plan that instills confidence and remains consistent. Our combined methodologies bring you through economic challenges, or simply improve upon or contribute further to your current success, all to provide you with peace of mind and continuity.  We work with you to create your own solutions for a new marketplace. 

Network of Services

Financial Review

Business Owner Protection

 We conduct a comprehensive business audit that evaluates your company’s current operations, and financial performance. Increasing Enterprise Value.

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Business Owner Protection

Business Owner Protection

Our network of certified and licensed professionals support you determining Cross-Purchase plans, Buy-Sell arrangements, Key Man Insurance and need for Estate Planning. 

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Operations/Management

Operations/Management

Needs Assessments of management and operations. Contributing with enhancement to the overall continuity and process flow among departments and teams. 

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Business Insurance

Marketing and Branding

Operations/Management

Extended network of Risk Management, Business Owner Policies, Workers Comp, Business Interruption, General Liability Insurance, Surety and Bonding.

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Retirement Services

Marketing and Branding

Marketing and Branding

Our network of financial professionals provide experienced management of 401(k), 403(b) and ESOP plans. We help navigate you to best advice with the experts you can trust.

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Marketing and Branding

Marketing and Branding

Marketing and Branding

 We will evaluate the ROI of your current marketing spend and develop campaigns that yield best conversions at a lower customer acquisition cost. Including SEO and analytics and website management.

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