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When owners of private and family run businesses consider a transition, a whole host of tasks, decisions, changes and advisors become relevant if not urgent in the Liquidity Process.

At XPX New England, we have simplified the process down to three phases in the lifecycle of the business/ ownership.

  • Growing Business Value
  • Transitioning Business Value
  • Reaping Life and Legacy from that Value

In each phase, owners should consider taking counsel from a range of business and personal advisors, building out a team of collaborating trusted advisors.

Below are suggestions of the range of advisors owners may want on their team during each phase. Some advisors are only needed for a task or milestone. Different advisors are more critical in different phases. Some advisors may never leave the owner’s side. This list is not cast in stone. Rather it’s a starting place for both advisors and owners to build out the collaborating all-star team each client deserves.

Business Value Growth

  • Benefits Consultant
  • Strategy Consultant
  • Executive Coach
  • Leadership Coach
  • Family Consultant
  • Fractional CXO’s
  • CPA – Tax Advisor
  • Estate Attorney
  • Specialized Attorney
  • Business/Corporate/General Counsel Attorney
  • Commercial Banker
  • Marketing & Business Consultant: e.g., Social Media Specialist, Public Relations Expert
  • Board of Advisors
  • Insurance Brokers
  • Cash Management Consultant
  • Profit Optimization
  • Value Growth Specialist
  • Exit Planning/Transition Specialist
  • Retirement/401k Specialist

Business Value Transition
  •  Exit Planning/Transition Specialist
  • Business/Corporate Attorney
  • Fractional CFO
  • Business Appraiser
  • Estate Attorney
  • Tax Advisor
  • Wealth Advisor
  • Investment Banker
  • Business Broker
  • Private Equity
  • Transaction Attorney
  • Life/Transition Coach
  • Family Advisor/Counselor
Owner Life and Legacy

  • Wealth Advisor
  • CPA – Tax Advisor
  • Charitable Advisor
  • Investment Manager
  • Estate Attorney
  • Elder Care/Long-Term Care Attorney
  • Insurance Broker
  • Life/Transition Coach
  • Family Advisor/Counselor

Owners need a wide range of advisors, not one advisor wearing too many hats. Owners need experienced specialists to assist them in their unique situation. XPX Boston is the hub for the expert resources owners in the region can rely on to achieve their highest goals and aspirations from the business they built.

Forward thinking advisors join XPX New England to participate in the discussions where members can collaborate to deliver client successes.

Search for the Advisors you need from the New England Chapter, please use our Advanced Advisor Search Tool.

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