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... there is a need for a credible commercial real property appraisal or valuation service. We provide an array of commercial property valuation services.
Call Me When... You, your business or your acquaintances are threatened by IRS or state collection activities for unpaid taxes
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... you need a valuation.
Call Me When... you need an CPA firm resource for your accounting needs!
Call Me When... You are considering franchise investment or growing your business.
Call Me When... Company owners need experienced assistance in formulating and executing their growth and exit strategies
Call Me When... you are seeking a review of your financing needs, or you are interested in working with a sophisticated and flexible lending partner with experience in C&I, Asset Based Lending, and Real Estate.
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... Buyers/sellers need accounting and analysis transaction support services.
Call Me When... A client is unsure they of how much they will need from the sale to keep them retired.
Call Me When... Someone is starting, buying, scaling, or selling their business and wants legal protection.
Call Me When... a client is experiencing a liquidity event and looking for comprehensive advice to support their overall financial health. (Wealth Management, Trust/Fiduciary Services, Lending, Private Banking and Family Office Services.)
Call Me When... clients need guidance on minimizing taxes, achieving liquidity, and in providing for surviving family members after a business transaction.
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... 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... When any type of financing or equity is needed.
Call Me When... You got a business that needs to be sold in Washington state.
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 want to improve culture or communication. You want to uplevel your sales or marketing. You want to improve your presentation skills
Call Me When... You have a client with complex financial issues that needs to develop, or improve, their financial plan.
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... Legal guidance for M&A / exit planning strategy and general business, manufacturing, distribution, entertainment, media, advertising, software, blockchain, and technology legal matters.
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... 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... 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... 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 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 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... 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... Protecting & Growing a Client's Wealth.
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... you need consult for your Business 0r Estate planning life Insurance options
Call Me When... I am an investor in industrial business services in the 2M-30M of EBITDA.
Call Me When... Small business acquisition opportunities, particularly in the insurance industry
Call Me When... I am a middle market commercial lender looking to help businesses grow and thrive by providing bank senior financing to organizations. We provide Revolving Lines of Credit, Equipment Lines of Credit, Term loans and owner occupied mortgages.
Call Me When... Wealth Manager to UHNW Families
Call Me When... You have business valuation or advisory needs.
Call Me When... Help guide business owners as they navigate complex financial situations by providing tailored financial planning, investment, business transition, and tax strategies, empowering them to make informed financial decisions that align with their goals.
Call Me When... you need an operating executive, especially if you have a presence in Asia.
Call Me When... clients need guidance on minimizing taxes, achieving liquidity, and in providing for surviving family members after a business transaction.
Call Me When... a business owner is considering a succession plan that aligns with their holistic financial plan for their family.
Call Me When... you have questions regarding investment management, financial planning, estate planning and general wealth management concerns.
Call Me When... You want to discuss using and Employee Stock Ownership Plan (ESOP) as a succession planning/exit strategy.
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.
Call Me When... you or your client wants a secure, systematic approach to managing your books and need monthly financial reporting to make informed decisions to grow your business.
Call Me When... Life or disability insurance is involved in a deal and or part of a plan for an owner.
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