About Us

β–ΆοΈŽ 𝗠𝗬 π—˜π—«π—£π—˜π—₯π—§π—œπ—¦π—˜: Provide expertise expense reduction, digital transformation & automation solutions
β€’ Provide an order management system that disrupt the current greedy food delivery industry infrastructure feeding off of delivery drivers, restaurant owners & customers
β€’ Combat against the current labor shortage & Great Resignation by creating efficiencies, streamline processes & optimizing workflows
β€’ Partner with leading-edge solution providers, to ensure highly effective results & easy integration with your current systems

β–ΆοΈŽ 𝗠𝗬 π—žπ—˜π—¬ π—¦π—˜π—₯π—©π—œπ—–π—˜π—¦: I offer core solutions for small to enterprise size companies. These key services include:
β€’ Business expense optimization for operating expenses leveraging big data & fintech
β€’ Food delivery service disrupting the industry feeding off of drivers, restaurants & customers
β€’ Company Health Benefits re-imagined for businesses with 15 employees or more
β€’ Same Day employee pay, digital bank account & employee financial wellness
β€’ Accounts Payable integrated payment automation & virtual credit card deployment
β€’ Shipping platform that helps streamline workflow & significantly reduce annual shipping spend

β–ΆοΈŽ π—ͺ𝗛𝗬 π—¨π—¦π—˜ 𝗨𝗦: As leading experts in the expense reduction & cost recovery space, we optimize the money spent in your business and find innovative solutions to improve your profitability
β€’ The savings obtained are the result of our in-depth knowledge of specific sectors, world-class negotiations with suppliers & qualitative assessment of achievable outcomes with respect to your business needs
β€’ We offer total transparency in our process and you will have direct access with us every step of the way to maintain control

β–ΆοΈŽ π—˜π—«π—£π—˜π—–π—§π—˜π—— π—’π—¨π—§π—–π—’π— π—˜π—¦: Our clients are able to modernize their systems and processes, plus capitalize on opportunities, to ensure they are riding the latest wave of innovation in the market
β€’ This helps companies to reduce costs, improve employee productivity & loyalty, streamline workflow and automate manual processes allowing them to focus on revenue growth & running the business
β€’ We often see cost reductions of 20%-30% on average with the services we offer, resulting in hundreds of millions of $ across our client portfolios in savings

β–ΆοΈŽ 𝗠𝗬 π—•π—”π—–π—žπ—šπ—₯𝗒𝗨𝗑𝗗: 25+ years of management consulting, business advisory, financial management & human resources experience in delivering value-added solutions to my business clients & high ROI's
β€’ Specialized in expense savings, stream-lining processes, cost recovery, leadership coaching, revenue generation, employee engagement & employee benefits
β€’ Enjoy traveling with my family, having devotionals with my wife & playing golf with my son

How We Got Started

Over the years, we noticed that many business leaders get pulled in many different directions and tend to lose focus on what's important in order to maximize their organization's potential.

Specifically, business leaders need to spend their time wisely in the areas that will best be in service of the growth of their company: delivering value to their clients, improving stakeholder value and increasing employee satisfaction & productivity.

Our vision is to help business leaders free up their time by moving away from micro-managing their business expenses, which allows them up to focus on other areas of their company's success.

Our firm's focus is on helping companies capitalize on cost reduction opportunities by partnering with innovative service providers that are leaders in their particular cost reduction niche... and then work work with clients to help them realize these savings.

The products and services we offer

Products & Services
Business Expense Optimization  by Xemplar Business Advisory (XBA)
Β β–ΆοΈŽπ—ͺ𝗛𝗔𝗧 π—œπ—¦ 𝗒𝗨π—₯ 𝗖𝗒𝗠𝗣π—₯π—˜π—›π—˜π—‘π—¦π—œπ—©π—˜ π—¦π—’π—Ÿπ—¨π—§π—œπ—’π—‘: β€’ Cost reduction technology platform that identifies, analyzes and optimizes your expenses allowing you to f...
Referral Partners by Xemplar Business Advisory (XBA)
β–ΆοΈŽ π—•π—˜π—–π—’π— π—˜ 𝗠𝗬 π—₯π—˜π—™π—˜π—₯π—₯π—”π—Ÿ 𝗣𝗔π—₯π—§π—‘π—˜π—₯: β€’ As our strategic Referral Partner, you will facilitate introductions & an initial meeting to those in your network...
Interested In Learning More? by Xemplar Business Advisory (XBA)
π——π—œπ—¦π—–π—’π—©π—˜π—₯𝗬 π—¦π—˜π—¦π—¦π—œπ—’π—‘: In a 30 minute call we can explore some core areas of your business that we can have impact on by reducing your business related...
Recommendations Given (6)
"David has carved out a great niche for himself in the remote bookkeeping, financial reporting,..." Read more "David has carved out a great niche for himself in the remote bookkeeping, financial reporting, quickbooks and Controller / CFO space. He is a very personable, great communicator and very proactive. He would be an asset to any company looking for online accounting and financial assistance. "
"Hugh is very personable, genuine and straight forward. "
Recent Activity

Brian from Xemplar Business Advisory (XBA) Answered this on April 30, 2021
Great suggestions here - didn't realize there were so many different b-card scanning solution options available in the market. Some much business is done online, that I would expect that business cards will gradually be less used as time goes on. (more) Great suggestions here - didn't realize there were so many different b-card scanning solution options available in the market. Some much business is done online, that I would expect that business cards will gradually be less used as time goes on.

Brian from Xemplar Business Advisory (XBA) Answered this on April 30, 2021
IΒ use Pipedrive and that it pretty good --- not too expensive (more) IΒ use Pipedrive and that it pretty good --- not too expensive

Brian from Xemplar Business Advisory (XBA) Answered this on April 06, 2021
The power of asking - very good article. Leveraging other people's ingenuity and brilliant ideas.... plus their experience - can't beat that (more) The power of asking - very good article. Leveraging other people's ingenuity and brilliant ideas.... plus their experience - can't beat that
1 Reply

Brian from Xemplar Business Advisory (XBA) Answered this on February 13, 2021
Great story &Β insights - thanks for sharing !! (more) Great story &Β insights - thanks for sharing !!

Brian from Xemplar Business Advisory (XBA) Answered this on April 22, 2020
Biggest challenge is learning new software to conduct online work. The newest one I’m learning is iObeya - which is a virtual white boardΒ  (more) Biggest challenge is learning new software to conduct online work. The newest one I’m learning is iObeya - which is a virtual white boardΒ 
1 Reply

Brian from Xemplar Business Advisory (XBA) Answered this on April 22, 2020
We have a virtual office with Regus and reached out. They offered a 50% discount for 2 months. It’s worth seeing what landlords and property mgt folks are willing to do (more) We have a virtual office with Regus and reached out. They offered a 50% discount for 2 months. It’s worth seeing what landlords and property mgt folks are willing to do

Brian from Xemplar Business Advisory (XBA) Answered this on April 11, 2020
In my area, I still see lawn maintenance, some residential construction, gas stations, grocery stores, some golf courses, restaurant takeout and pharmacies are open. Heard that Best Buy curbside pickup is doing better than expected for computers and video games. Lenders and banks are busy with... (more) In my area, I still see lawn maintenance, some residential construction, gas stations, grocery stores, some golf courses, restaurant takeout and pharmacies are open. Heard that Best Buy curbside pickup is doing better than expected for computers and video games. Lenders and banks are busy with refinancing and PPP loans. CPAs are busy. Know of a few house closings, which I didn’t expect. Municipalities are working in some way, shape or form. FedEx, UPS, Amazon, USPS, etc. are operating. Walmart and Costco as well. Most government employees are still working/ getting paid... that I’m aware of. Hospitals, healthcare and suppliers to healthcare are working. Β Lesser hit states are almost moving forward as business as usual. While most of the country is shutdown, there is some activity. Hopefully we can build upon that and begin moving forward soon.Β 

Brian from Xemplar Business Advisory (XBA) Answered this on March 29, 2020
Given that Zoom is being offered free of charge it seems to be the app of choice for many during the pandemic. Seems to work reasonably well (more) Given that Zoom is being offered free of charge it seems to be the app of choice for many during the pandemic. Seems to work reasonably well
4 Replies

Brian from Xemplar Business Advisory (XBA) Answered this on March 27, 2020
Spend more time with family at home. No where to go, so good opportunity to spend more time together.Β  Connect more often with other family and friends via FaceTime and Zoom. Many of us are at home, so turned out to be a great opportunity in that regard.Β  (more) Spend more time with family at home. No where to go, so good opportunity to spend more time together.Β  Connect more often with other family and friends via FaceTime and Zoom. Many of us are at home, so turned out to be a great opportunity in that regard.Β 

Our Recognition

We're highly recommended by locals on Alignable

Highly Recommended

By 5+ Local Business Owners!