XPX Chicago
Members

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.

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

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.

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

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

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

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.

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

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

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

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

For over 30 years, I’ve been helping business owners reduce cash flow worries, increase company value, reduce stress, increase personal wealth and provide security for loved ones

You need the help of a team of experts from a boutique private wealth management firm to address complex planning issues around: Business transition, Wealth transfer, Sophisticated income and tax planning. We also specialize in non-profits.

You need an Independent Advisor who is a Certified Financial Planner and a proven "Tax Diversification Specialist" with over 40 years of experience with business owners and high net-worth individuals

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

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.

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

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.

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.

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

A client is struggling to understand how to convert the value of their business into an income stream in retirement.

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

You learn of a business owner interested in exploring the possibilities of selling their business. At Water Street Advisors success matters; we are the road to a successful transaction.

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.

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 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.

If you need tax assistance please reach out to me.

A middle market business needs capital or is at a point of transition. My firm is not a generalist, but rather a series of highly focused industry verticals with depth and breadth of expertise.

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.

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.

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.

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

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

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

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

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

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

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

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.

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

Business Brokering for companies under $25M in sales

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

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

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

Please contact me when your clients want access to unique investments. RainMaker Securities is a full service mid-market merchant bank.

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.

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

Provide professional opinion and insight as applied to questions or issues related to Corporate transition, growth, divestiture and diversification.

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.

I help business owners navigate the ever-challenging world of employees, reporting and compliance and addressing high and unpredictable health care and workers’ compensation cost.

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

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

Corporate and commercial business, mergers and acquisitions, commercial real estate and contracts law.

At Sales Xceleration we work with business owners who are experiencing challenges related to sales to help them realize their full potential.

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.

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

A business leader or owner is thinking about transitioning the management or ownership of a business. The best transitions start 5 years ahead of the actual transtion.

You need an affordable and custom approach to stabilizing, scaling, or growing a business. Or to turnaround or prepare a business for sale. Experience as CEO, CFO, COO, & Head of Marketing & Sales.

When you have a business owner with an eye on a 5-10 year exit. I help with strategic planning, accountability and building up fundamental skills within a company.

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

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.

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.

1. A client feels unsure about retirement (or their next chapter) and could benefit from sorting through the head and heart issues. 2. You would like a pre-retirement workshop for clients nearing retirement.

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

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

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

Mergers/Acquisitions