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... As an experienced investment advisor I help families with their investing and planning needs. As a CEPA I can help business owners manage their liquidity event and structure a sale in their best interest.
Call Me When... Looking for Acquisition Funding of $20 Million or less
Call Me When... you anticipate realizing a liquidity in the next 24 months.
Call Me When... Please call me before your exit is forced upon you without a plan, by circumstances out of your control.
Call Me When... Scaling Business, ERP, IT Services, Cybersecurity, Regulatory Compliance
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/your client is evaluating wealth management partners with expertise in holistic solutions (banking, lending, investments)
Call Me When... My team and I advise business owners in succession planning, group and executive benefits for employee / key person retention, and exit planning
Call Me When... You need financing for your business.
Call Me When... liquidity events, financial planning, when to take business distributions, tax advice, retirement planning, investment management, estate planning
Call Me When... you need specialized financial guidance, investment strategies, or estate planning solutions for a client particularly in the context of exit planning and business transitions... Especially when privately backed.
Call Me When... Facilitate use of a Defined Benefit Pension Plan to enhance the buyer's ability to acquire the business and seller to have a smooth exit
Call Me When... a privately held company needs help with traditional CFO financial planning and analysis, controls, strategic planning and transition planning.
Call Me When... Your clients need assistance in preparing for due diligence, stronger financial strategy and reporting, and raising capital.
Call Me When... Your client's would like to optimize or transition their real estate holdings
Call Me When... I would be happy to help if anyone is interested in getting an SBA loan to purchase their business, buy a partner out, help them buy a building, start a business, expand their business, working capital and more. We have a 1% referral fee.
Call Me When... Your company or a client needs help with sales. I can help them fix it, build a strategic plan, implement the plan, and coach a sales leader.
Call Me When... you want to discuss financing options to buy (or sell) a business, or to buy out an existing partner.
Call Me When... you need a network or cyber security assessment and support to make sure your IT infrastructure aligns with your business needs.
Call Me When... Buyers/sellers need accounting and analysis transaction support services.
Call Me When... Looking to work with motivated business sellers to maximize proceeds at closing.
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... 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... 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 have business valuation or advisory needs.
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... You need M&A financial due diligence advisory on the buy side or sell side, or general financial advisory/strategic exit planning
Call Me When... you need an operating executive, especially if you have a presence in Asia.
Call Me When... a family business you know of needs help with Strategy, Leadership, Family Dynamics/Governance, Transition or Financial Gaps
Call Me When... an influencer, creator, media, marketing, or online entrepreneur wants to increase their impact, avoid unnecessary taxes and secure financial independence by unlocking the value of their business.
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... R4 Risk & Wealth Solutions®, is a multi-generational, family owned boutique specializing in benefits, insurance, and investment advisory 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... Wealth Manager to UHNW Families
Call Me When... When a business needs to improve their operations or their leadership needs to develop leadership skills.
Call Me When... Call me when your CEO needs help in understanding and improving his company’s financial reporting, cash flow and business performance.
Call Me When... I am an investor in industrial business services in the 2M-30M of EBITDA.
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... I work with companies in a variety of industries through the life cycle of their businesses, counselling clients on both buy-side and sell-side mergers and acquisitions and representing emerging and established companies in VC/PE financings.
Call Me When... you need a business valuation of a privately held company
Call Me When... Wealth planning, asset management, debt placement or trust and estate execution or advice is needed.
Call Me When... Conventional or government supported (SBA, USDA, EXIM etc) financing
Call Me When... you need a business lawyer for a corporate transaction, to help with the structuring of a company, including preparing the entity for a potential sale or purchase of the business
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