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Call Me When... a small business owner is contemplating a transaction
Call Me When... A Seller of a Business needs to enhance the value of their exit through org structure optimization and by clarifying the culture of the business, improving alignment to the purchaser and it's employees.
Call Me When... There is a need for a third party valuation of assets. Possible scenarios are : sales, litigation, tax & estate planning or strategy setting.
Call Me When... A business owner is thinking about a transition and needs help quantifying what the value of the business means to them, as well as the implications and best strategy from a personal, family, and financial perspective.
Call Me When... Branding, marketing and visibility
Call Me When... you would like to discuss cash flow management services, acquisition / growth financing, or are looking to chat with an engaged and knowledgeable banker
Call Me When... you need estate planning, business succession planning, federal estate tax and income tax planning
Call Me When... you are looking for advisory, assurance or tax services related to an acquisition or a planned exit from an investment.
Call Me When... your Owner or Team Leader needs help improving his Team's Collaboration
Call Me When... Your company is growing faster than your accounting department, or you are not getting clean and clear financial information on a timely basis.
Call Me When... You want help to add value to your business by building a people-first culture that produces a healthy, high-performing organization.
Call Me When... You need an experienced advisor to help support you in selling or buying a business
Call Me When... You encounter a business owner who would like to understand the value of their business as well as exit strategies
Call Me When... you need to raise debt capital or engage in m&a
Call Me When... To see where your business and personal financial vision comes together in order gain absolute clarity and achieve your greatest purpose.
Call Me When... Your financial picture has become complex and you need guidance with investment management, trust, tax, and estate planning
Call Me When... A business needs to work with an attorney to prepare to be acquired
Call Me When... A client needs a fiduciary adviser to oversee the sale of his business and wealth management during and after exit.
Call Me When... There is a need for an experienced Wealth Advisor. I have 25 years in experience the financial planning, exit strategy and investment management. I am familiar with both pre-sale and post sale strategies and have access to a robust planning group
Call Me When... A small business owner needs internal business structure in an effort to increase the profitability in the sale of their business.
Call Me When... you have a client in need of tax compliance and consulting. We can assist with succession planning, asset transfers, wealth preservation, and charitable giving.
Call Me When... When you want a Commercial Banking partner to provide personalized deposit, loan, and cash management solutions to support the daily operations of your business.
Call Me When... in need of a CPA and CEPA
Call Me When... You need more accurate, timely or relevant financial records or reporting
Call Me When... TAB provides executive coaching and peer advisory boards for growing, M&A oriented established small and lower mid market firms. We build strategic plans and provide accountability. We provide 4 levels of Next Generation Leadership development.
Call Me When... I'm available 24/7
Call Me When... You're considering an exit and know you need to build up your brand equity and visibility.
Call Me When... Someone is starting, buying, scaling, or selling their business and wants legal protection.
Call Me When... you want to chat about M&A or raising capital for startups and SaaS companies
Call Me When... You have a client with complex financial issues that needs to develop, or improve, their financial plan.
Call Me When... Items related to Maus Software marketing are needed
Call Me When... A business owner is in need of an executive leadership team prior to exiting.
Call Me When... I advise firms and develop market strategy, brand, marketing and communications initiatives to create value and accelerate growth.
Call Me When... you are interested in a referral partner
Call Me When... Business owners are uncertain how to transfer their knowledge to other sales people to increase the value of the business or unsure how to create process to show predictable revenue forecasts based on historical sales performance.
Call Me When... Top 20 CPA Firm -Specializing in: Strategy and Technology Transformation, Due Diligence, Consulting & Tax Strategies
Call Me When... Trouble with disengaged employees, Turnover, generational issues
Call Me When... you know someone who needs a seasoned buy-side or sell-side M&A laywer
“I should demote myself!” joked the head of sales. “It looks like I am better at selling than at managing a sales team.” We were looking at his team’s individual sales numbers. He was selling more when he was a regular salesperson than his whole team today. We too often promote the wrong person into…
Effective March 12, 2024, New York Labor Law prohibits employers from requiring employees and job applicants to provide information about their personal accounts. If you think this sounds familiar, you are right. This idea has been in place in various states for years; now New York is joining in! Under the new legislation, “personal accounts”…
Unlocking Retirement Savings to Fund a New Business Many people have dreams of starting a business but lack the capital or funding needed to launch their new business ideas. It’s true: It costs money to start a business. The US Small Business Administration (SBA) says that how to fund a business is one of the…
In order for your family business to outlive its founder, careful succession planning is a must. That means finding the most frictionless way to pass both leadership and ownership from one generation to the next. While some family business dynamics lend themselves to smooth and simple succession, others hit bumps in the road. One of…
XPX is a multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. Our members have specific areas of expertise as well as a holistic understanding of the breadth of challenges an owner faces throughout the stages of the private company life cycle.
We are unique in that we are the only open advisor network in the private company/business value transfer market. This means that we do not advocate a single approach or vendor. Instead, we endeavor to be a place where all advisors, owners and vendors can interact and collaborate. Each XPX Chapter is a locally-controlled non-profit organized by national and regional leaders in the private company market.
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