Call Me When... Looking to work with motivated business sellers to maximize proceeds at closing.
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Connect with the Industry’s Most Powerful Group of Professional Advisors
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.
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Call Me When... I provide certified business valuations/consulting for private companies with founders exiting (divorce, death, buyout, or sale). Expert in IP startups. 100+ cases assure accurate valuations. Let me help.
Call Me When... When you have a business client which could grow, or execute plans you have helped it develop if it only had additional capital.
Call Me When... Merrill Lynch or Bank of America may be of value or service.
Call Me When... Hartman works with executive management to align innovative IT solutions with overall business strategy. We are an independent technology advisory firm providing unbiased guidance and leadership.
Call Me When... Lustig Global Consulting that helps companies create risk management programs, establish robust manufacturing and supply chain strategies, and enable sustainability initiatives.
Call Me When... you're preparing to sell your business for a financial plan for life after.
Call Me When... you have a family and/or business financial planning need.
Call Me When... Call me to find additional cash flow by reducing non-personnel, operating expenses. I can help with over 40 cost categories covering: Operational supplies, Medical Services, Logistics, Technology, Banking & Financial Services
Call Me When... Financial Advisor with experience in individual and business planning.
Call Me When... 3 or more years ahead of a transition to prepare the business, leadership and owners for their desired outcome.
Call Me When... Business owner needs a detailed financial plan from a team of financial advisors before, during or after exit
Call Me When... Exit Planning and Wealth Management, Debt Capital and Commercial Banking
Call Me When... A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.
Call Me When... You need to assist owners and key decision makers in defining roles and engaging talent as part of business growth and transition planning. Convert people strengths into business performance.
Call Me When... Financial planning, goals-based wealth management (retirement, reducing taxable income, children's education, charitable giving, estate planning, etc.) Lending needs (home, business, other)
Call Me When... You need a skilled transactional attorney
Call Me When... Anytime
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... Glaucon Capital Partners is a registered broker dealer & FINRA member firm focused on sell-side M&A advisory services and capital issuances.
Call Me When... Any time you have a tax, legal, M & A or estate planning need.
Call Me When... you need more than an advisor. Call me when you need leader who will help bridge the gap between what you think is possible and what is actually possible.
Call Me When... You need fractional CFO/COO services, implementation of metrics-based compensation, preparing a business to sell, or M&A advisory.
Call Me When... Your clients need help making more money and increasing the equity value of their business.
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