XPX Chicago
Members

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.

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

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.

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

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 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 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.

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

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

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 have any property, casualty, or employee benefits insurance needs. I provide an in-depth analysis to determine a risk management and insurance program to help gain control over insurance costs.

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

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.

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

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

A business owner would like to assess their human capital strategy and find ways improve employee engagement and retention, increase efficiency of back-office, and control costs related to workforce.

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.

Call me when your exit strategy includes the sale of your business. We specialize in businesses with total revenues under $6MM.

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.

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

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

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

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.

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

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

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 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.

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.

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

You have a client with loan and/or treasury management 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 considering a control or non-control investment, exit, recap or growth capital.

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

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.

Mergers/Acquisitions

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.

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.

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

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

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

If you need tax assistance please reach out to me.

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.

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

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

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

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

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

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

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 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 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.

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.

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.

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 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.

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.

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.

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

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

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.

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

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

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

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

There is a need or desire for great accounting work. Audits, Taxes, Reviews, Compilations, bookkeeping, consulting. Our firm provides all accounting related needs

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