Many of the XPX – Exit Planning Exchange Chapters are launching unique membership and programming offerings for young and/or emerging professionals.
This is an important constituency for XPX because these individuals represent the next generation for the advisory firms that are XPX members and sponsors—and the professionals who will support the next generation of member and sponsor clients.
Emerging professionals are forward-thinking people interested in expanding their skills. They are generally earlier in their exit planning careers (maybe early in overall career) and would benefit from a comfortable place to learn and network with other emerging professionals. This is less about age and more about experience level with exit planning.
This page includes information about who is involved at this level and a calendar of current and past events.
Connect with and learn from seasoned experts in a variety of exit planning specialties.
Access and create your own customized content through XPX’s Knowledge Exchange.
Keep abreast of new trends and information that will impact the next generation of exit planning.
Develop personal relationships with like-minded young professionals who share your values and aspirations for success.
Just starting to build your advisory career? Many XPX Chapters now offer unique membership opportunities and programs to help younger and/or emerging professionals connect with each other, increase knowledge, and build relationships to accommodate the next generation of middle market clients. XPX’s Emerging Professionals can help you –
Call Me When... your client needs is interested in philanthropy, needs information on charitable giving and/or wants to leave a legacy in the community
Call Me When... You want to get more from your business and create more value. We provide a simple yet powerful set of tools called EOS to help owners gain Vision, Traction and grow a healthy leadership team aligned with the company's Vision.
Call Me When... You are seeking guidance on developing a transition strategy for the sale of a business, taking a company public, or to leverage your personal balance sheet to create liquidity.
Call Me When... you need the training, tools, and resources to help as many business owners as possible grow and protect business value to reach their goals, both now and at their exit.
Call Me When... you need to buy a business/buy out a partner or finance owner occupied commercial real estate above the SBA 7a loan limits
Call Me When... You'd like to learn more about XPX and increase your visibility as a member.
Call Me When... there is evidence of a need for financial/banking/risk mitigation strategic or tactical advice
Call Me When... you are in need of estate planning, tax, and succession planning assistance.
Call Me When... You have clients or friends that are considering a sale of their business.
Call Me When... You have a client that has questions about their corporate legal structure, their transaction, or a dispute
Call Me When... I act as outside general counsel for privately-held businesses. I assist clients through the entire life cycle of their enterprise: from concept to exit. I'm industry-agnostic, but frequently work with venture-backed companies.
Call Me When... A company is exploring the possibility of growing through mergers and acquisitions.
Call Me When... 8:00 a.m. - 5:00 p.m. Monday-Friday
Call Me When... Private Wealth | Entrepreneurs and Business Owners | Multigenerational Families | Endowments and Foundations | Estate Planning
Call Me When... you need help putting together a strategic plan, need accountability implementing your plan &/or when you and your team need training/coaching in various areas of your business.
Call Me When... You've hit the ceiling in your business and need to break through to the next level
Call Me When... You want to learn value building using technology and flawless execution of digital transformation strategies
Call Me When... life happens! There is never a bad time to start planning for your financial future whether it be for your career, your children, your retirement or your legacy.
Call Me When... You need financing for your business.
Call Me When... When a company needs a third party administrator for their ESOP and/or 401k retirement plan or guidance on implementing an ESOP.
Call Me When... 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.
Call Me When... Your clients are interested in the sale of their business and would like guidance prior, during and after the sale to ensure their goals are met in the most efficient way possible.
Call Me When... A client needs help structuring their business and personal finances to keep the most money in their pocket.
Call Me When... 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.
Call Me When... A client will be going through a significant liquidity event and needs a sophisticated wealth management team to help them optimize their personal finances.
Call Me When... you need a business lawyer for a corporate transaction, to help with the structuring of a company, including preparing the entity for a potential sale or purchase of the business
Call Me When... When a company needs an Client Accounting Services Firm
Call Me When... you or your clients are considering selling their business. Bernstein Private Wealth offers top tier advice to help you navigate the process and complexities from beginning to end.
Call Me When... EMPLOYMENT LAW ATTORNEY SPECIALIZING IN ALL MATTERS OF EMPLOYEES IN THE FINANCIAL INDUSTRY
Call Me When... You need M&A financial due diligence advisory on the buy side or sell side, or general financial advisory/strategic exit planning
Call Me When... You have business valuation or advisory needs.
Call Me When... It's time to see what your business is worth and take it to market
Call Me When... I am a middle market commercial lender looking to help businesses grow and thrive by providing bank senior financing to organizations. We provide Revolving Lines of Credit, Equipment Lines of Credit, Term loans and owner occupied mortgages.
Call Me When... legal-business services
Call Me When... a family business you know of needs help with Strategy, Leadership, Family Dynamics/Governance, Transition or Financial Gaps
Call Me When... you need a Wealth Advisor who understands what you are going through as a small business owner
Call Me When... Protecting & Growing a Client's Wealth.
Call Me When... I assist in sell-side mergers and acquisitions of lower middle market companies. I am responsible for deal execution, including tasks such as modeling and finding potential buyers.
Call Me When... 1) You need an accounting/valuation expert witness, 2) You need a business valuation, 3) You need a forensic investigation, or 4) You have business strategy or transaction advisory needs.
Call Me When... Wealth planning, Financing, Strategic Credit, Escrow setup, Strategic guidance, Pre and Post Exit Planning, M&A guidance
Call Me When... Call me when a client/prospect wants to discuss financial/estate planning, how a sale of a business will affect their plan and general wealth management, loans, and banking needs.
Call Me When... You need tech expert, in Cyber, Mobile, due diligence.
Call Me When... Financial Advisor with experience in individual and business planning.
Call Me When... you or your client wants a secure, systematic approach to managing your books and need monthly financial reporting to make informed decisions to grow your business.
Call Me When... I work with companies in a variety of industries through the life cycle of their businesses, counselling clients on both buy-side and sell-side mergers and acquisitions and representing emerging and established companies in VC/PE financings.
Call Me When... You are looking for tax efficient solutions when your clients assets are sold.
Call Me When... clients need guidance on minimizing taxes, achieving liquidity, and in providing for surviving family members after a business transaction.
Call Me When... an influencer, creator, media, marketing, or online entrepreneur wants to increase their impact, avoid unnecessary taxes and secure financial independence by unlocking the value of their business.
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