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Independent Wealth Creation and
Management Advisory Firm

Bespoke Path to Financial Independence and Early Retirement (F.I.R.E)

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“Financial independence opens the door to pursuing your passions without the constraints of traditional employment. One key insight from high performers and successful entrepreneurs is that they often don’t have the time to learn about and actively pursue achieving financial freedom.”

- Founder’s Message
Mission

Tailored Path to your financial independence

Vision

Create individual wealth and security.

Value

A future to achieves your goals with confidence.

Who we serve best?


High Performers and Successful Entrepreneurs

High earners with full schedules for whom time management is extremely important



Diversified Wealth Accumulators

Through the years of high income and disciplined investments accumulated a nest egg and want to reach next level



Value Professional Expertise

Clients that understand how important their financial plan is and they value expert guidance to avoid costly mistakes.


Ready to start investing?

Apply Today
Apply to become an investor

To set up an account with XCEL Group and be ready to find more.

Provide your inverstment crieteria

Choose your membership from the available options.

Access curated deals

Invest deal-by-deal from a wide range of high quality SMBs and operators

Consultancy Services


Business and Financial Assessment

Evaluate and advise on where your business is for the next business cycle.

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Business Strategy Development

3-5 years strategic business growth plan


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Equity and Debt
Advisory

Tailored debt and equity strategy that meets your growth needs


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Tailored Management Operating System

Develop a MOS that helps you manage your business and free up your time

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Evaluate and Improve Organizational Structure

Align your organization to your strategy with right ownership


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Board & CEO
Advisory

Strategic advice for Boards and CEOs on critical decision-making.


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Frequently Questioned & Answers

The investment amount will vary in each deal. We’re targeting investment checks of 50k-300k. Some offerings may require a minimum investment amount.

Yes, you will have to be a member of our community. The private equity investments in USA are regulated by the SEC and follow strict rules.

For the small business acquisitions, the entrepreneurs and for the real estate project the project sponsors. They are responsible for securing and guaranteeing any bank financing involved in a transaction.

Most investments are structured to make quarterly distributions, subject to working capital considerations. Distributions can also be deferred upon a majority of investor consent. Distributions are not guaranteed.

Alternative investments purchase in these offerings are restricted securities" within the meaning of the Securities Act of 1933, as amended. You will exit the position typically by the terms stipulated in the deal offering which can be time based or event based.

Ownership is typically calculated on a step-up basis.

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