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Gold Sponsors
![JP Morgan Private Bank](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/JP-Morgan-Private-Bank-logo.png)
Investments, estate planning, liquidity events, managing cash
Silver Sponsors
![South Park Advisors, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/SPA-hort-fullcolorlogo.png)
![South Park Advisors, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/SPA-hort-fullcolorlogo.png)
![South Park Advisors, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/SPA-hort-fullcolorlogo.png)
Business Valuation Specialist | Buy-Side & Sell-Side ESOP Advisory | Exit Planning | Transaction Advisory | Estate & Gift Tax | Financial Reporting | Litigation | Family Law
![VR Mergers & Acquisitions](https://www.exitplanningexchange.com/wp-content/uploads/2023/08/vr-color-logo-Business-Sales-1024x284.jpg)
![VR Mergers & Acquisitions](https://www.exitplanningexchange.com/wp-content/uploads/2023/08/vr-color-logo-Business-Sales-1024x284.jpg)
![VR Mergers & Acquisitions](https://www.exitplanningexchange.com/wp-content/uploads/2023/08/vr-color-logo-Business-Sales-1024x284.jpg)
A business owner is considering selling their privately held business and seeking professional representation
![Summit Law](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/AL-Logo-FC-Square-955x1024.png)
![Summit Law](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/AL-Logo-FC-Square-955x1024.png)
![Summit Law](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/AL-Logo-FC-Square-955x1024.png)
![Summit Law](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/AL-Logo-FC-Square-955x1024.png)
![Summit Law](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/AL-Logo-FC-Square-955x1024.png)
![Summit Law](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/AL-Logo-FC-Square-955x1024.png)
To prevent legal issues from becoming an obstacle to your professional and business success.
You have a client in transition that needs help making smart decisions with their money. My planning advice primarily addresses clients' cash flow, wealth protection and transfer needs as well as and philanthropy.
![UBS Financial Services](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/ubs-logo.png)
![UBS Financial Services](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/ubs-logo.png)
![UBS Financial Services](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/ubs-logo.png)
You are trying to grow your business and planning for the eventual exit.
Bronze Sponsors
![WhiteWater Consulting LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/01/WWC-Logo-300dpi.jpg)
![WhiteWater Consulting LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/01/WWC-Logo-300dpi.jpg)
![WhiteWater Consulting LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/01/WWC-Logo-300dpi.jpg)
The greatest asset a company has is its people. We stand ready to serve when you have questions or needs regarding a comprehensive HR strategy, employee engagement and company culture.
![Business Acquisition & Merger Associates](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Business-Acquisition-Merger-Associates.png)
![Business Acquisition & Merger Associates](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Business-Acquisition-Merger-Associates.png)
![Business Acquisition & Merger Associates](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Business-Acquisition-Merger-Associates.png)
You have a client looking to sell, execute a management buy-out, recapitalize their business or buy other companies
![FocusCFO](https://www.exitplanningexchange.com/wp-content/uploads/2022/10/focuscfo_climbthemountain-1024x418.jpg)
![FocusCFO](https://www.exitplanningexchange.com/wp-content/uploads/2022/10/focuscfo_climbthemountain-1024x418.jpg)
![FocusCFO](https://www.exitplanningexchange.com/wp-content/uploads/2022/10/focuscfo_climbthemountain-1024x418.jpg)
FocusCFO is a leader in embedded fractional CFO services. Guiding entrepreneurial leaders on their climb to sustainable, transferrable business value.
![BGW CPA, PLLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/BGW-CPA_logo.png)
![BGW CPA, PLLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/BGW-CPA_logo.png)
![BGW CPA, PLLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/BGW-CPA_logo.png)
You are looking for tax planning and consulting, financial statements for lenders, bonding companies, private equity investors; you're 5 - 10 years away from retiring and you'd like to create the best enterprise value possible for the company.