Many of the XPX – Exit Planning Exchange Chapters are launching unique membership and programming offerings for young and/or emerging professionals.
This is an important constituency for XPX because these individuals represent the next generation for the advisory firms that are XPX members and sponsors—and the professionals who will support the next generation of member and sponsor clients.
Emerging professionals are forward-thinking people interested in expanding their skills. They are generally earlier in their exit planning careers (maybe early in overall career) and would benefit from a comfortable place to learn and network with other emerging professionals. This is less about age and more about experience level with exit planning.
This page includes information about who is involved at this level and a calendar of current and past events.
Connect with and learn from seasoned experts in a variety of exit planning specialties.
Access and create your own customized content through XPX’s Knowledge Exchange.
Keep abreast of new trends and information that will impact the next generation of exit planning.
Develop personal relationships with like-minded young professionals who share your values and aspirations for success.
Just starting to build your advisory career? Many XPX Chapters now offer unique membership opportunities and programs to help younger and/or emerging professionals connect with each other, increase knowledge, and build relationships to accommodate the next generation of middle market clients. XPX’s Emerging Professionals can help you –
Call Me When... your company is in need of executive level support in the area of accounting, IT, or operations. As your company goes through a period of rapid growth or change, we can provide the part-time support needed without the full-time commitment.
Call Me When... a business owner is seeking to sell the company and needs assistance determining the financial and tax implications; or a buyer needs to perform financial and tax due diligence on a potential target.
Call Me When... there is a business to be bought or sold, partnership to be structured, contract to be drafted, entity to be formed, will or trust to be created, or any legal planning objective to be accomplished.
Call Me When... Branding, marketing and visibility
Call Me When... you need analytical support; whether that be gathering data, building forecasts, or creating dashboards to show it all.
Call Me When... I am a results-driven attorney that leverages my legal skills & business acumen by partnering with clients to achieve their goals and objectives and drive business growth or exits through a variety of innovative opportunities.
Call Me When... I focus primarily on SBA lending with the ideal borrower being a small and mid-size businesses in need of capital to facilitate the acquisition of an existing business, buyout a partner, or fund business growth needs.
Call Me When... A client is unsure they of how much they will need from the sale to keep them retired.
Call Me When... You/your client is evaluating wealth management partners with expertise in holistic solutions (banking, lending, investments)
Call Me When... As part of the exit planning process, call me when a small or mid-sized business owner wants to understand the confidential transaction process, valuation drivers, and pitfalls to avoid while selling their business to a third party.
Call Me When... A business owner is seeking to sell the company and needs assistance determining the financial and tax implications; or a buyer needs to perform financial and tax due diligence on a potential target.
Call Me When... a business owner inquires about cash management, retirement plan advisory, and transaction planning
Call Me When... You are considering franchise investment or growing your business.
Call Me When... Your clients need assistance in preparing for due diligence, stronger financial strategy and reporting, and raising capital.
Call Me When... you would like to discuss cash flow management services, acquisition / growth financing, or are looking to chat with an engaged and knowledgeable banker
Call Me When... you need an CPA firm resource for your accounting needs!
Call Me When... You want to get more from your business and create more value. We provide a simple yet powerful set of tools called EOS to help owners gain Vision, Traction and grow a healthy leadership team aligned with the company's Vision.
Call Me When... you or someone you know needs an Investment Banking advisor for Mergers, Acquisitions, Capital Formation, Debt Restructuring, and more.
Call Me When... A business owner needs to increase cash and improve business value.
Call Me When... A client will be going through a significant liquidity event and needs a sophisticated wealth management team to help them optimize their personal finances.
Call Me When... Our CPA firm offers Nashville, TN clients professional assistance and provides them with accounting, audit, tax and consulting services across a variety of industries.
Call Me When... Contact me if you have any type of a business legal need.
Call Me When... Home or investment property income is a consideration for growth equity or when as an HR advisor or benefits manager, you would like to provide discounts on mortgages for employees.
Call Me When... want to implement a complete proven system with simple practical tools that helps organizations clarify their vision, become more disciplined in executing their vision and advance as a team.
Call Me When... Financial Advisor with experience in individual and business planning.
Call Me When... You need tech expert, in Cyber, Mobile, due diligence.
Call Me When... you need a business lawyer for a corporate transaction, to help with the structuring of a company, including preparing the entity for a potential sale or purchase of the business
Call Me When... Small business acquisition opportunities, particularly in the insurance industry
Call Me When... Anytime
Call Me When... A business owner is looking to exit their business.
Call Me When... When a company needs an Client Accounting Services Firm
Call Me When... Wealth planning, Financing, Strategic Credit, Escrow setup, Strategic guidance, Pre and Post Exit Planning, M&A guidance
Call Me When... you need a Wealth Advisor who understands what you are going through as a small business owner
Call Me When... you have questions regarding investment management, financial planning, estate planning and general wealth management concerns.
Call Me When... na
Call Me When... A business owner is in need of an executive leadership team prior to exiting.
Call Me When... Others call me when they are in need of financial engineering, buy-side and sell-side due diligence, risk analytics, positioning for future strategic initiatives, and negotiations with various shareholders and intermediaries.
Call Me When... you need an operating executive, especially if you have a presence in Asia.
Call Me When... Wealth Manager to UHNW Families
Call Me When... I work with companies in a variety of industries through the life cycle of their businesses, counselling clients on both buy-side and sell-side mergers and acquisitions and representing emerging and established companies in VC/PE financings.
Call Me When... You have a client with complex financial issues that needs to develop, or improve, their financial plan.
Call Me When... You have business valuation or advisory needs.
Call Me When... your client is looking to make a charitable donation in advance of a business exit.
Call Me When... When a business needs to improve their operations or their leadership needs to develop leadership skills.
Call Me When... EMPLOYMENT LAW ATTORNEY SPECIALIZING IN ALL MATTERS OF EMPLOYEES IN THE FINANCIAL INDUSTRY
Call Me When... a business owner inquires about cash management, retirement plan advisory, and transaction planning
Call Me When... Business owner needs a detailed financial plan from a team of financial advisors before, during or after exit
Call Me When... you or your client are considering a liquidity event withint the next 1-5 years. Bernstein provides exceptional resources and counsel throughout the pre-transaction planning and sale process, in addition to best in class investment management.
Call Me When... You are seeking a commercial banking partnership. I run a the corporate banking & leveraged finance team for an ~$20Bn Bank focused on the middle market space in New England. Primary areas of expertise are debt, deposits and treasury management.
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