Private company clients need access to a trusted team of advisors to marshal them to through the various stages of the business lifecycle. The XPX – Exit Planning Exchange member directory is where you can find a diverse group of experts – and they can find you.
Call Me When... You need help with a business sale and help with evaluating options. Need a new financial advisor you won't outgrow
Call Me When... FRANCHISING, VALUATION, LIT SUPPORT & FORENSICS, IMPROVE OWNER DECISIONS, and CHANGE OR TRANSITIONS ADVISORY
Call Me When... Branding, marketing and visibility
Call Me When... when your business needs seasoned marketing guidance through sophisticated transactions to refine strategic direction, strengthen brand coherence, and secure a competitive market position
Call Me When... you want legal and tax advice that creatively meets owners' objectives in the growth or transition of the business.
Call Me When... Companies are in need of radically improving this EBITDA and Performance in preparation for a great exit.
Call Me When... You're a business owner, or know of a business owner, that needs an investment bank or M&A firm to manage the entire process of selling/buying a business or obtaining financing.
Call Me When... Business Brokering for companies under $25M in sales
Call Me When... A client needs financial planning advice and wealth management as early as possible in a transaction, where they will have at least $5M in investable assets.
Call Me When... A business owner is contemplating a transaction (Financing, Sale or Acquisition), even years in advance of a transaction so we can help the owner maximize shareholder value.
Call Me When... A preeminent corporate lawyer with experience in sell/buy-side mergers and acquisitions, venture capital and securities law; consummate deal maker with ability to lead and close deals of all sizes.
Call Me When... Business attorney whose practice includes corporate formation, early-stage securities transactions and M&A.
Call Me When... You or your clients need legal representation or advice on mergers and acquisitions, debt or equity financing, joint ventures, securities and corporate governance.
Call Me When... you simply need a second set of eyes on a solution or are looking to provide a creative holistic strategy to enhance the after tax value of a family enterprise
Call Me When... Buying or selling their business, expansion through licensing or franchising, protecting their brand through trademarks, negotiate a lease, or generally has legal questions.
Call Me When... You have a buy or sell transaction you're considering.
Call Me When... na
Call Me When... Needed
Call Me When... A client with revenue of $2 million or more needs a business valuation or has interest in selling a business and desires expert guidance throughout the process.
Call Me When... you need planning that incorporates your business and personal considerations in a way that combines the best of personal services and the newest innovations.
Call Me When... A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.
Call Me When... Visual analytics are needed for company growth or data room / due diligence
Call Me When... Investment banking, mergers and acquisition advisory, capital raising
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