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... I am a corporate, securities, private equity and M&A attorney at Dickinson Wright, PLLC
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... 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... you're interested in learning more about retirement and financial wellness research
Call Me When... you have an issue involving business or corporate law, tax,estate planning or estate administration, business growth or business succession planning.
Call Me When... Your Expert and Reliable Partner for Merging, Selling and Valuing Closely Held Manufacturing and Related Services Corporations. Business Brokering for companies under $25M in sales.
Call Me When... when you aren't getting what you want from your business.
Call Me When... you feel you have, or will have, complex financial needs but don't have a coordinated comprehensive approach to addressing those needs.
Call Me When... I am a family business advisor and offer strategic
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... Your clients need assistance in preparing for due diligence, stronger financial strategy and reporting, and raising capital.
Call Me When... A business owner or investor in a business is having a liquidity event and needs help thinking through how to achieve long-term financial goals after an exit.
Call Me When... your business operations is hampering your growth or needs reinforcement in advance of an exit.
Call Me When... We offer debt advisory and capital arranging services to middle market companies and private equity firms as well as M&A advisory services to founder owned businesses.
Call Me When... Your privately-held or family-owned business needs assistance with everyday legal needs or transformational transactions.
Call Me When... a business owner wants to exit their business on their terms and without regret
Call Me When... Business owners are exploring exit strategies
Call Me When... Client needs greater clarity and focus, improved communication and alignment, increased accountability, improved decision-making, greater scalability and growth.
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... You need a skilled transactional attorney
Call Me When... At NeXtward Advisors, we help business owners that are looking for an exit find suitable buyers.
Call Me When... I advise firms and develop market strategy, brand, marketing and communications initiatives to create value and accelerate growth.
Call Me When... You need an expert Specializing in Buy-Sell Agreements, Key Person Insurance, Deferred Compensation, and Estate Tax Planning to Safeguard Business Continuity.
Call Me When... Advisor and partner to business owners and families in the articulation of their values and implementation of desired impact by layering tax efficiency with purpose-driven capital deployment.
Call Me When... a buyer of a small business is looking for equity financing or a seller of a business with EBIT < $2M is looking for buyers
Call Me When... Wealth planning, Financing, Strategic Credit, Escrow setup, Strategic guidance, Pre and Post Exit Planning, M&A guidance
Call Me When... You have a client with complex financial issues that needs to develop, or improve, their financial plan.
Call Me When... a buyer of a small business is looking for equity financing or a seller of a business with EBIT < $2M is looking for buyers
Call Me When... you want to maximize the value of your company before exit, or if you need help with financial modeling and financial storytelling
Call Me When... I am an investor in industrial business services in the 2M-30M of EBITDA.
Call Me When... I assist in sell-side mergers and acquisitions of lower middle market companies. I am responsible for deal execution, including tasks such as modeling and finding potential buyers.
Call Me When... It's time to see what your business is worth and take it to market
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.
Call Me When... you or a client is seeking a strategic exit or liquidity event, looking to attain profitable growth, to gain a better understanding of the company's cash position, or need a business valuation.
Call Me When... Life or disability insurance is involved in a deal and or part of a plan for an owner.
Call Me When... a business owner inquires about cash management, retirement plan advisory, and transaction planning
Call Me When... You need tech expert, in Cyber, Mobile, due diligence.
Call Me When... Call me when a client/prospect wants to discuss financial/estate planning, how a sale of a business will affect their plan and general wealth management, loans, and banking needs.
Call Me When... 1) You need an accounting/valuation expert witness, 2) You need a business valuation, 3) You need a forensic investigation, or 4) You have business strategy or transaction advisory needs.
Call Me When... you need an operating executive, especially if you have a presence in Asia.
Call Me When... You want to discuss using and Employee Stock Ownership Plan (ESOP) as a succession planning/exit strategy.
Call Me When... Financing is needed OR you are looking for a buyer/operator of a business
Call Me When... I'm available 24/7
Call Me When... na
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... You have clients or friends that are considering a sale of their business.
© 2024 XPX Global LLC. Privacy Policy Norms & Principles Site Map Terms of Use
© 2024 XPX Global LLC. All Rights Reserved.
