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... Ronin helps business owners go from the small to the middle market. Invest in / put money to work in small market businesses. Professionalize management teams.
Call Me When... You or your client would like advice on how to efficiently grow and diversify existing wealth, or to convert recently generated liquid assets into reliable current and future income streams.
Call Me When... your business needs legal help.
Call Me When... you desire guidance with you and your family's entire financial circumstance.
Call Me When... You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.
Call Me When... You (or someone you know) are in need of assistance in planning for, and executing on your/their own personal & family exit from the ownership of a closely-held-business
Call Me When... you need solutions for your financial and business problems.
Call Me When... A business needs a financial leader to increase the value of the company
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... a client needs help raising capital, exiting their business or looking to acquire other businesses.
Call Me When... Call me when you are thinking it is time to plan an exit and/or actually selling the business.
Call Me When... Private Companies - Passthrough - Closely Held - Middle Market
Call Me When... Transactional attorney focused on M&A, business, corporate, contracts, private placements, commercial real estate, and entity structuring.
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... Before selling the business to help with tax mitigation strategies and unique investment opportunities.
Call Me When... you need an operating executive, especially if you have a presence in Asia.
Call Me When... You are ready to sell your business. We maximize multiples and minimize stress.
Call Me When... When what you do has become synonymous with who you are, letting go of your business is frightening. But it doesn’t have to be. There is a better way. I help owners just like you figure that shift out.
Call Me When... You need a lawyer to run an M&A transaction
Call Me When... You have a client in need of additional finance and accounting bandwidth (QOE support, modeling, diligence)
Call Me When... clients have liquidity events and are looking for planning and investment advice.
Call Me When... Senior Bank Debt, M&A Financing, Term Debt, LOC & CRE Financing. Access to KeyBank's specialized IB Industry knowledge & expertise, Capital Markets, Cash Flow/ABL/LevFin, Treasury/Payments, Leasing, FX, & Wealth Mgt. Responsive.
Call Me When... I am a private equity investor, acquiring business service companies. I have a lot of expertise around the business exit preparation and process.
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