XPX Chicago
Members

If you need tax assistance please reach out to me.

You feel you have, or will have, complex financial needs but don't have a coordinated comprehensive approach to addressing those needs.

A Financial Accounting (Bookkeeping thru Controller) needs to be improved.

Business owners (generally family-owned) are ready to begin discussing a proactive process to transition their business.

You are considering a control or non-control investment, exit, recap or growth capital.

Please call me anytime on my cell 2925-5677122

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.

I work with clients and their trusted advisers to go through an integrated planning process which will help inform an appropriate investment strategy to accomplish stated goals and objectives.

We work with business owners and leadership teams of privately held companies, in addition to placing and servicing our clients insurance programs we develop strategies to manage and fund the risks facing their business.

Buying or selling their business, expansion through licensing or franchising, protecting their brand through trademarks, negotiate a lease, or generally has legal questions.

You feel you have, or will have, complex financial needs but don't have a coordinated comprehensive approach to addressing those needs.

You need the help of a team of experts to address complex planning issues around: Business transition, Wealth transfer, Sophisticated income and tax planning. My team consists of a Private Banker, Wealth Planner, and a Trust professional.

You would like to explore forming a strategic partnership to help each other grow our practices and add significant value to your business owner clients.

You or your company needs to explore options on selling or prior to retirement planning. Goldberg Heinze specializes in manufacturing companies, metalworking, companies up to $25M in revenue.

I can provide SBA financing to complete an acquisition or partner buyout.

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.

1. A client feels unsure about retirement (or their next chapter) and could benefit from coaching to sort through the head and heart issues. 2. You would like a pre-retirement workshop. Please visit www.donewithwork.org

You have a legal need regarding general corporate, commercial lending, M&A and estate/succession planning matters.

You are ready to sell or buy a business or have a dispute to resolve with another business or your partner

Call me for all of your Banking needs whether it be lending, depository, cash management, or wealth management.

Business Brokering for companies under $25M in sales

Business owners are preparing their company for sale and are looking to uncover hidden opportunities and profit. If you are an investment bank, your Sellers will benefit by controlling the commercial due diligence process up front.

To Mike the most gratifying part of helping people manage their wealth is bringing them a sense of control and confidence about the future.

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

CEO ADVISOR & CONTRACT CFO, PROVIDING SOLUTIONS FOR BUSINESSES - HELPING STARTUP, SCALE, RESTRUCTURE AND/OR TRANSITION.

You have a client with loan and/or treasury management needs.

Financing is needed for small business owners - SBA 7(a) and SBA 504 programs

There are networking opportunities

You have a business owner client needing help finding and fixing problems standing in the way of achieving greater success. I find and fix problems in business systems and processes.

Your business experiences growth and expansion that requires access to capital. SBA lending offers a variety of terms that are flexible and support the growing needs of businesses.

You have a client in need of additional finance and accounting bandwidth (QOE support, modeling, diligence)

You need full service and economical representation in the areas of corporate and commercial business, mergers and acquisitions, commercial real estate and contracts law.

We guide sellers and buyers through every facet of the transaction; from planning and enhancing operations pre-sale through the confidential marketing, negotiations and due diligence.

You have any question or issue, regardless of whether you think it's a legal question. If I don't know the answer, I can connect you with somebody who does.

I help small to mid-size businesses put get their revenue generation back on track by building a solid sales infrastructure that addresses strategy, processes and execution creating a path to sustainable sales growth.

You need someone on your team that can get into the details and also provide high level advise and counsel. Someone that will do what it takes to help the client be successful.

Please contact me if you are looking for any accounting and business advisory services from a professional CPA.

A business has a "getting better" agenda and needs to contain costs on health insurance, reduce employment risk, offload administrative duties and become a better place to work!

You need outsourced enterprise level accounting solutions to startups, small businesses, and nonprofits.

Call me when a business owner you know is feeling anxious or frustrated that they do not have access to the capital needed to run and grow their business.

You are thinking of selling a business, buying a business, starting a business, or raising capital from investors for a business.

You need solutions to complex financial problems. I specialize in pre- and post-transaction wealth planning. Focused on a goals-based approach.

You need to accelerate the growth, performance, and profitability of businesses in all life-stages and levels of performance.

When you need a sounding board to test your strategy, goals and plans or to solve a sales trend, earnings or cash flow problem.

There is a need for a credible commercial real property appraisal or valuation service. We provide an array of commercial property valuation services.

Your company, or a business you know of, needs working capital for any reason.

An owner needs to consider selling and could benefit from a look at an ESOP or sale to existing management to ensure continuity, liquidity and a flexible transition.

Call me when you are thinking it is time to plan an exit and/or actually selling the business.

A business needs a financial leader to increase the value of the company

You or your client has a question about an office space lease and is looking for guidance on a renewal, a relocation or to renegotiate your current lease.

We generate substantial cash flow for commercial property owners by accelerating depreciation with quality, affordable, engineering-based tax analysis studies reducing IRS taxes.

Want to implement a complete proven system with simple practical tools that helps organizations clarify their vision, become more disciplined in executing their vision and advance as a team.

You want to inquire about an SBA Loan (7a, 504, Express)

HR Specialist- I help C suite exec's & small business owners grow their top line, mitigate risk and cut costs through human capital management

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.

You need to prepare for business transition, have tax issues or need independent financial statements. We also have access to a full array of advisory services.

Caber Hill Advisors is committed to working with business owners and CEO’s so they cansuccessfully fulfill their personal and professional legacies.

You are looking for a Financial Advisor that is part of a team that has over 100 years of experience and has the ability to utilize both the expertise of Merrill Lynch and Bank of America

You have a business owner who is within a few years of selling their business or is ready to sell now.

We often work with really successful family-owned businesses who want a team with enough firepower to proactively handle their personal wealth planning.

You want thorough and personalized legal representation related to the purchase, sale, or operation of a business in a timely manner.

You have questions about SBA lending. Happy to talk to colleagues and clients that are either buying a business OR existing businesses looking for expansion capital at any stage of the business cycle.

You need help in succession planning, estate planning, tax planning or any audit or accounting needs.

CEO ADVISOR & FRACTIONAL CSO, PROVIDING SALES SOLUTIONS FOR B2B BUSINESSES. Top Line Revenue Growth, Sales Strategy, Sales Structure, Sales Assessments, Sales Staffing, Resource Optimization, On-Site Sales Leadership.