Business is looking for funding to acquire another business, finance growth, buy real estate, equipment financing, refinance to improve cash flow and looking for advice on succession planning.
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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.
A business valuation is needed for business planning, estate planning or litigation.
We help privately held business owners looking to grow or transfer their busines, access the Capital Markets and meet their Financial Planning and Insurance needs.
You need a financial projection of your retirement income to help make your money last as long as you do; or, you want a better 401(k) or retirement plan for your company.
You, as a business owner, executive, or professional, are interested in improving business performance or securing your financial future.
You have any question regarding buy-sell agreements, family estate planning, or nonprofit organization issues.
A client needs help determining how to transition their business, how an exit will impact their ability to maintain their lifestyle, manage their estate tax liability, utilize charitable strategies.
You are thinking of selling a business, buying a business, starting a business, or raising capital from investors for a business.
We are an M&A firm that specializes in business sales and exit strategies for small business owners with our "sweet spot" being companies with revenues between $5 million to $25 million.
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.
When I can be of service with: Commercial loans, including real estate loans and working capital lines of credit. I can also help with depository/treasury/merchant services.
You want to quantify advice you are giving to business owners - to give them confidence to move forward
Your client needs a consistent flow of their Best Clients to scale or exit. Not merely more clients, more Best Clients. The Client Whisperer fundamentally changes the trajectory of how business is generated--and who generates it.
You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.
Over the past 30 years our team has established a reputation as being the "go to" place for entrepreneurs and business owners looking to maximize the transfer of wealth from the sale of a business
When you think you have out grown your accountant or feel like a nobody with your current accountant. Our firm size enables us to provide expert services while providing personal service.
You want to improve your decision-making, communication, and conflict-resolution with your business partner (or successor or prospective partner)
Early when a company is beginning to talk about selling or buying (ESOPs/M&A/Internal Buyouts) and potential financing
A business owner is contemplating an exit from his/her business or needs a financial analysis and/or valuation for the business.
You are expecting a major liquidity event related to your company at any future time and need exit planning organization across multiple advisors or if retirement from an employer is within five years
You are or know a successful person looking for guidance on how to make smarter financial decisions.
There is a business for sale or is looking for growth equity. Or, if off market real estate is for sale.
I am an M&A and securities attorney. Please call me if you are undertaking a securities offering and need securities counsel. Please call me if you want to position your company in advance of an exit and need a professional to coordinate
You have a business owner who is within a few years of selling their business or is ready to sell now.
You have any legal questions for your business from start-up through daily operations to wind-down.
You or your client is interested in buying or selling a business.
We serve our clients as their Financial Head Coach which means we coordinate the services of all professionals. This helps them consolidate fractured advice before, during, and after a M&A transaction.
A family owned company wants to begin talking about succession planning and the future of the family enterprise and doesn't know how to begin the conversation
You want an independent insurance broker who brings years of experience in solving problems for entrepreneurs and professionals with their other trusted advisers.
Every business owner needs a professional Commercial Banker who is insanely focused on their client's business as if it were their own.
Businesses require customized financial record keeping and controller services. We spend time upfront to understand our clients requirements and customize a plan to meet their business goals.
You are the CEO/President/Primary Stockholder/Family Ownership Leader rethinking your exit strategy ahead of all of the others. I am the trusted advisor CEOs talk to before they talk to anyone else.
A business valuation or financial opinion is needed
We guide companies through the labyrinth of overlapping and often contradictory labor and employment laws in Maryland. Call me when an issue arises, or better yet, before an issue arises.
You need a new story that gets your customer and the world to know just how awesome, different and valuable your business or organization really is.
Any time you have a tax, legal, M & A or estate planning need.
Companies are in need of radically improving this EBITDA and Performance in preparation for a great exit.
We help small businesses grow their bottom line by 50% within 12 - 18 months while helping owners and executives create tax advantaged income and exit strategies.
We provide consultative services that help HNW individuals, business owners and their trusted advisors with the real estate component of their investment portfolios and/or their business.
Clients need help structuring a transition
You or your client wants to create or maintain a legacy.
Pre-sale planning for Business Owners needing help structuring their wealth to minimize taxes before a transaction occurs and develop a plan to fund their lifestyle.
There is an issue related to business valuation, or an opinion of business value is needed to support tax reporting, financial reporting, a transaction, or a dispute.
Your client is looking to make a charitable donation in advance of a business exit.
Caber Hill Advisors is committed to working with business owners and CEO’s so they cansuccessfully fulfill their personal and professional legacies.
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