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... Business owners want to explore breaking up the sale of owner occupied real estate coupled with their business, ESOP 1042 qualified replacement property and monetization loans, and engaging in family office resources for estate planning
Call Me When... Considering an exit or sale from a business to understand options available and planning techniques to consider for preserving wealth and ongoing growth
Call Me When... You are a US business seeking to sell and are interested in tapping into our expertise regarding overseas buyers, or you are a non-US business looking to expand (including via M&A) into the US market
Call Me When... If you are a business owner, a CEO, or an individual of high-net worth, I can assist you in your legal needs as a tax attorney, a business attorney and an estate planner.
Call Me When... a business owner wants to sell or would like to strategize for an exit in the future.
Call Me When... you know someone who needs a seasoned buy-side or sell-side M&A laywer
Call Me When... A client needs to improve their bottom line in order to increase the value of their company.
Call Me When... There is any question regarding real estate or financing.
Call Me When... you are interested in a referral partner
Call Me When... when a business owner is interested in considering the sale of their business, wants to how the M&A process works, and how to increase the value of the company between now and a liquidity event.
Call Me When... a business owner is starting to think about exiting and needs someone to run a structured process to value, market, and successfully exit his business
Call Me When... Your Business Owners clients and/or contacts need help getting to the finish line.
Call Me When... You or a client needs advise on how best to sell or acquire a business.
Call Me When... Business owner needs help with planning, trusts, investments, personal borrowing
Call Me When... A business valuation or financial opinion is needed
Call Me When... A middle-market business owner would like to sell their company in 12 to 24 months, and they're not prepared to go to market.
Call Me When... I help entrepreneurs and their leadership teams solve root problems, lead more effectively, and gain Traction® in their businesses through a simple, proven operating system.
Call Me When... You have a business owner looking to sell or a question regarding a transition situation that I may be a resource.
Call Me When... a business owner wants to increase the business multiple
Call Me When... A client needs help structuring their business and personal finances to keep the most money in their pocket.
Call Me When... a business owner is interested in selling their business or receiving a valuation of their business; or when a prospective buyer is searching for a business to acquire.
Call Me When... working with a business owner who is considering selling their lower middle market company or is interested in growing inorganically through an acquisition.
Call Me When... you need me
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