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... You have a client in need of additional finance and accounting bandwidth (QOE support, modeling, diligence)
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... Your business clients/prospects need to finance anything (Real Estate, Buyouts, Acquisitions, Working Capital, Equipment, etc.).
Call Me When... A Growing Operating Business is in need of a Commercial Banking Partner.
Call Me When... You need help with cost reduction, revenue growth, strategic/organizational improvement and system transformation
Call Me When... You are considering franchise investment or growing your business.
Call Me When... Someone is starting, buying, scaling, or selling their business and wants legal protection.
Call Me When... Advice in the development and implementation of sophisticated and comprehensive planning strategies to minimize the impact of federal gift, estate and generation skipping transfer taxation.
Call Me When... You need to solve difficult problems at critical stages in business lifecycle growth: 1. 'Go-Go' Stage: 2. 'Adolescence' Stage and 3. 'Prime' Stage
Call Me When... Helping my clients achieve financial peace of mind.
Call Me When... I'm available 24/7
Call Me When... Working with business owners and entrepreneurs in New York City achieve their goals with comprehensive financial planning
Call Me When... Financial Advisor with experience in individual and business planning.
Call Me When... Equipment, working capital or acquisition funding; relationship banking
Call Me When... You/your client is evaluating wealth management partners with expertise in holistic solutions (banking, lending, investments)
Call Me When... You feel a professional marketing system would help to build value in a company. We are a full-service marketing communications firm helping B2B businesses leverage their brand, educate their audiences and engage prospects and clients.
Call Me When... You have a questions about anything that you think I may be able to help with. Also, if you are seeking comprehensive financial planning and want to hear about how our team delivers that.
Call Me When... you need help evaluating a business owners personal financial plan. Income after the sale of a business is crucial, and most business owners have no idea what their income will look like after the sale of their business. I can help them.
Call Me When... Someone needs operational improvement, sales management consulting, financial management, debt and equity sourcing, M&A advisory services as well as turnaround and distressed asset management work
Call Me When... Client needs greater clarity and focus, improved communication and alignment, increased accountability, improved decision-making, greater scalability and growth.
Call Me When... you or clients need customized wealth management advise and financial planning that protects and grows your wealth
Call Me When... A business owner says: “I can’t get my arms around employee healthcare costs”, “ I can’t find and keep good people”, or “I need to take better care of my people”. We become the HR department for SMB CEO's and help increase business value.
Call Me When... Your clients need assistance in preparing for due diligence, stronger financial strategy and reporting, and raising capital.
Call Me When... a client needs Strategic CFO services on an interim basis (full time for a short period), fractional services(less than full time) or for a project such as due diligence., fractional (
Call Me When... there is a business to be bought or sold, partnership to be structured, contract to be drafted, entity to be formed, will or trust to be created, or any legal planning objective to be accomplished.
Call Me When... You want to expand and grow your investing strategy to secure an optimal diversified stock portfolio that protects your wealth.
Call Me When... Wealth Manager to UHNW Families
Call Me When... I support financial advisors, trust & estate attorneys, cpa's in Tri-State on all areas of philanthropy.
Call Me When... A business owner is looking to exit their business.
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... Wealth planning, Financing, Strategic Credit, Escrow setup, Strategic guidance, Pre and Post Exit Planning, M&A guidance
Call Me When... Conventional or government supported (SBA, USDA, EXIM etc) financing
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 have a client with complex financial issues that needs to develop, or improve, their financial plan.
Call Me When... You want to discuss using and Employee Stock Ownership Plan (ESOP) as a succession planning/exit strategy.
Call Me When... you want to know how best to start the process of being prepared to transition your company to create a lifetime of income and an estate for your family.
Call Me When... Life or disability insurance is involved in a deal and or part of a plan for an owner.
Call Me When... You are working with Owners, CEOs, leadership who are responsible for the P&L and see sales as the way to grow and scale their business.
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... 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... You have clients or friends that are considering a sale of their business.
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... A business owner is in need of an executive leadership team prior to exiting.
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... you have questions regarding investment management, financial planning, estate planning and general wealth management concerns.
Call Me When... Protecting & Growing a Client's Wealth.
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... 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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