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.
Call Me When... you have questions about Federal or state tax planning or compliance, business valuations, entity structuring or mergers and acquisitions.
Call Me When... I'm a trusted advisor to business owners looking to build or transition their business, and a seasoned corporate attorney with 35 years advising companies, entrepreneurs, and investors on M&A, financings, and operational matters.
Call Me When... a small/mid size business needs a partner to grow to the next level
Call Me When... an opportunity arises to engage a wealth management team that can guide you on maximizing the value of your business, advise you through the transition, and design a wealth management strategy to preserve your legacy.
Call Me When... have question on SBA funding to purchase a business, buyout a partner or expand.
Call Me When... Lavoie CPA PLLC is a non-traditional accounting firm supporting business in the areas of strategic accounting outsourcing, technology and consulting. Our clients experience the power, expertise and technology of a large accounting and finance team.
Call Me When... Mergers & Acquisitions, Partner Buyouts, Business Acquisitions, ESOP Financing
Call Me When... You need a clear understanding of Technical Debt and Modernization opportunities to maximize valuations for Buy or Sell side participants, and a Day 1 Technology partner to execute and deliver value.
Call Me When... you need planning that incorporates your business and personal considerations in a way that combines the best of personal services and the newest innovations.
Call Me When... A business advisor/consultant or investor needs a disciplined value growth strategy and action plan maximizing the enterprise value of client/portfolio businesses.
Call Me When... You need a second opinion on Tax Diversifying Retirement or Insurance concerns including Key Man, Buyout, and Individual Term and Whole Life.
Call Me When... an accurate value is needed for a transaction, including tax, estate, exits/sales, and compliance
Call Me When... When you are a business owner looking for accountability and advice on strategic and operating issues and problems. We offer advice and assistance from those who had the same or similar experiences including preparing for and planning an exit.
Call Me When... I help individuals and business develop successful plans to dispose of assets and business interests in a tax efficient manner that will, eventually, protect the inheritance for children and heirs.
Call Me When... you have a financing need whether for business acquisition or for business expansion, equipment purchases, or working capital needs, or you need a new Relationship Managed account with a bank.
Call Me When... i can provide SBA financing to complete an acquisition or partner buyout.
Call Me When... Call me when you're ready to strategically plan your business exit for maximum value and a smooth transition. We specialize in guiding owners to successful exits
Call Me When... You have questions about or need assistance with bank financing.
Call Me When... I work with clients and their trusted advisers to go through an integrated planning process which will help inform an appropriate investment strategy to accomplish stated goals and objectives.
Call Me When... someone needs an insurance expert to make sure that the insurance program covers all the potential risks and claim scenarios.
Call Me When... You are looking for a CPA who will be a part of your team helping you plan ahead, manage your finances and plan for taxes.
Call Me When... a fractional CFO is needed
Call Me When... Verdence Capital Advisors is a planning based RIA uniquely focused the allocation and transfer of first and second generation wealth.
Call Me When... Your business is looking to recruit, retain, reward, or retire your team members
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