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... When a company needs a third party administrator for their ESOP and/or 401k retirement plan or guidance on implementing an ESOP.
Call Me When... You want to know how your current insurance programs (P&C, Benefits, & Retirement) will affect the sale of your business or when buying a company and need insurance due diligence or Rep & Warranty Insurance.
Call Me When... liquidity events, financial planning, when to take business distributions, tax advice, retirement planning, investment management, estate planning
Call Me When... Find $100,000+ of “revenue left on the table” in 1 hour without upfront cost, more marketing spend, or complicated setups.
Call Me When... you need business consulting or accounting
Call Me When... Human Capital Needs and Cost Containment/Outsourced HR
Call Me When... A private business is seeking capital or corporate finance advice
Call Me When... I am a self funded investor out of Brentwood, TN. Interested in service and product based businesses with $350K-$2M in SDE/EBITDA. I have owned multiple businesses in the past (product manufacturing & multiple startups).
Call Me When... There are networking opportunities
Call Me When... We help small businesses grow their bottom line by 50% within 12 - 18 months while helping owners and executives create tax advantaged income and exit strategies.
Call Me When... you need help evaluating a business owners personal financial plan. Income after the sale of a business is crucial, and most business owners have no idea what their income will look like after the sale of their business. I can help them.
Call Me When... Equipment, working capital or acquisition funding; relationship banking
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... You are working with a business owner who needs comprehensive wealth planning related to the sale of their business.
Call Me When... you need a professional who recognizes that each transaction is unique and the suite of services required varies with each transaction.
Call Me When... You are looking for a new CFO or Controller via Friends of the Firm or looking for new tax professional or auditor
Call Me When... Your Business Owners clients and/or contacts need help getting to the finish line.
Call Me When... You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.
Call Me When... Financial Advisor with experience in individual and business planning.
Call Me When... If you have any accounting, audit, tax and/or advisory needs in either the commercial or non profit space please reach out.
Call Me When... you or clients need customized wealth management advise and financial planning that protects and grows your wealth
Call Me When... A business is looking to consider ownership change or set up a retirement plan.
Call Me When... You are seeking financing in support of working capital, owner-occupied real estate, acquisitions, equipment, ESOPS and Fund Finance.
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... You/your client is evaluating wealth management partners with expertise in holistic solutions (banking, lending, investments)
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... A business owner is in need of an executive leadership team prior to exiting.
Call Me When... your client is thinking about a transition. I help owners thoughtfully consider what a business transition personally, stress-test their financial efficacy of life-after-sale, & implement strategies to ensure they thrive through the exit & post-exit.
Call Me When... your client is looking to make a charitable donation in advance of a business exit.
Call Me When... you need consult for your Business 0r Estate planning life Insurance options
Call Me When... you need a Wealth Advisor who understands what you are going through as a small business owner
Call Me When... When a business needs to improve their operations or their leadership needs to develop leadership skills.
Call Me When... Wealth Manager to UHNW Families
Call Me When... EMPLOYMENT LAW ATTORNEY SPECIALIZING IN ALL MATTERS OF EMPLOYEES IN THE FINANCIAL INDUSTRY
Call Me When... a client or contact of yours is looking to (1) sell or purchase a business, (2) raise capital, or (3) invest in a business
Call Me When... You are working with Owners, CEOs, leadership who are responsible for the P&L and see sales as the way to grow and scale their business.
Call Me When... na
Call Me When... you want to know how best to start the process of being prepared to transition your company to create a lifetime of income and an estate for your family.
Call Me When... You are looking for tax efficient solutions when your clients assets are sold.
Call Me When... a business owner inquires about cash management, retirement plan advisory, and transaction planning
Call Me When... You have clients or friends that are considering a sale of their business.
Call Me When... Financing is needed OR you are looking for a buyer/operator of a business
Call Me When... you need an operating executive, especially if you have a presence in Asia.
Call Me When... It's time to see what your business is worth and take it to market
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... I'm available 24/7
Call Me When... You need M&A financial due diligence advisory on the buy side or sell side, or general financial advisory/strategic exit planning
Call Me When... Your clients are interested in the sale of their business and would like guidance prior, during and after the sale to ensure their goals are met in the most efficient way possible.
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