Call Me When... your client is thinking about a transition. I help owners thoughtfully consider what a business transition personally, stress-test their financial efficacy of life-after-sale, & implement strategies to ensure they thrive through the exit & post-exit.
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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 –
Emerging Professional Chairs
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... Succession/liquidity planning options ("Consulting"), access to the debt or equity capital markets ("Corporate Finance"), or navigating the sale process for their business ("M&A Advisory").
Call Me When... you are in need of estate planning, tax, and succession planning assistance.
Call Me When... Business owner wants to set company up for exiting, growth,
Call Me When... there is a weak finance function, lack of financial visibility, or lack of experienced CFO with M&A experience.
Call Me When... Looking for Acquisition Funding of $20 Million or less
Call Me When... a business owner wants to increase the business multiple
Call Me When... it's convenient for you!
Call Me When... Client needs greater clarity and focus, improved communication and alignment, increased accountability, improved decision-making, greater scalability and growth.
Call Me When... Your client needs due diligence or to prepare for due diligence and you need someone who will care for your clients well and integrate well with you.
Call Me When... you need a network or cyber security assessment and support to make sure your IT infrastructure aligns with your business needs.
Call Me When... your established business client is dissatisfied with their current bank, or has a financing need over $1MM.
Call Me When... Your client needs to better understand their financial results and processes.
Call Me When... You need tech expert, in Cyber, Mobile, due diligence.
Call Me When... You need to start a new business, sell a business or have a contract reviewed or prepared
Call Me When... a business owner is interested in selling their business or receiving a valuation of their business; or when a prospective buyer is searching for a business to acquire.
Call Me When... You want to get really to sell your company or looking to buy one
Call Me When... you need counsel regarding financing (venture capital, private equity, etc.), or exit/combination events for your company.
Call Me When... you have a need for understanding of the exposures facing the non-financial assets of the financially successful individuals and families.
Call Me When... business owners need a wealth manager who understands their unique pre and post transaction needs and is experienced collaborating with their team of trusted advisors.
Call Me When... Helping my clients achieve financial peace of mind.
Call Me When... There are any needs or questions in regards to commercial real estate. I'm happy to help in any way I can.
Call Me When... there are human capital issues such as leadership, team dynamics, and delegation, or improvements are needed with organizational structure, process improvement, and customer satisfaction before a business can be sold at the highest value.
Call Me When... You have a question or need with regards to any/all tangible asset (machinery or real estate) issues, including business valuation.
Emerging Professional Members
Call Me When... (1) Parties to an M&A agreement dispute the Purchase Price; (2) M&A agreement contract language and closing statement risk assessments; (3) Financial reporting and accounting expert witness; (4) Fraud investigations.
Call Me When... Wealth planning, asset management, debt placement or trust and estate execution or advice is needed.
Call Me When... Protecting & Growing a Client's Wealth.
Call Me When... I am an investor in industrial business services in the 2M-30M of EBITDA.
Call Me When... When a business needs to improve their operations or their leadership needs to develop leadership skills.
Call Me When... your client is thinking about a transition. I help owners thoughtfully consider what a business transition personally, stress-test their financial efficacy of life-after-sale, & implement strategies to ensure they thrive through the exit & post-exit.
Call Me When... a business owner inquires about cash management, retirement plan advisory, and transaction planning
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... Help guide business owners as they navigate complex financial situations by providing tailored financial planning, investment, business transition, and tax strategies, empowering them to make informed financial decisions that align with their goals.
Call Me When... you have questions regarding investment management, financial planning, estate planning and general wealth management concerns.
Call Me When... Wealth Manager to UHNW Families
Call Me When... You are looking for tax efficient solutions when your clients assets are sold.
Call Me When... You have business valuation or advisory needs.
Call Me When... Life or disability insurance is involved in a deal and or part of a plan for an owner.
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... 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... Asset-based lending opportunities
Call Me When... You need tech expert, in Cyber, Mobile, due diligence.
Call Me When... legal-business services
Call Me When... you need consult for your Business 0r Estate planning life Insurance options
Call Me When... I support financial advisors, trust & estate attorneys, cpa's in Tri-State on all areas of philanthropy.
Call Me When... Small business acquisition opportunities, particularly in the insurance industry
Call Me When... na
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.
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