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Platinum Sponsors
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![TRUIST (Formerly SunTrust/BB&T)](https://www.exitplanningexchange.com/wp-content/uploads/2022/04/Truist-Logo-2021-1-1024x407.jpg)
your established business client is dissatisfied with their current bank, or has a financing need over $1MM.
Gold Sponsors
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![Stein Sperling Bennett De Jong Driscoll PC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Stein.png)
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Call when you are planning any business succession or transaction including buying and selling businesses, equity and debt financing transactions, and reorganizations.
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We do exits, whether leaving a spouse, paid work or selling a business, we do the financial bridge to your new future.
Silver Sponsors
![Insperity](https://www.exitplanningexchange.com/wp-content/uploads/2021/10/Insperity_Logo_RGB.png)
![Insperity](https://www.exitplanningexchange.com/wp-content/uploads/2021/10/Insperity_Logo_RGB.png)
![Insperity](https://www.exitplanningexchange.com/wp-content/uploads/2021/10/Insperity_Logo_RGB.png)
your business is growing and in hiring mode, you want to develop a strong HR infrastructure, and provide your employees with top-tier resources and benefits to make yourself as attractive an employer as possible
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![The Business and Legal Advisors, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/BLA-202012-BRAND-Logo-Tagline-FullColor-R2-D1-791x1024.jpg)
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If you are forming a new business, your business is not growing or you want to exit your business
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![Cortland Valuation](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/Primary-logo-horizontal-full-color-1024x306.png)
![Cortland Valuation](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/Primary-logo-horizontal-full-color-1024x306.png)
You need valuation of a business or business interest for tax compliance, management planning, financial reporting or litigation support.
![Cohen CPA Strategies, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/01/COHEN-CPA-Strategies_Logo_Final-1024x933.jpg)
![Cohen CPA Strategies, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/01/COHEN-CPA-Strategies_Logo_Final-1024x933.jpg)
![Cohen CPA Strategies, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/01/COHEN-CPA-Strategies_Logo_Final-1024x933.jpg)
A client a starting a business, starting to think about selling or growing their business, or any tax related or financial decisions need to be considered.