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... You are anticipating the transition of your ownership interest in a business enterprise in the next 1-3 years.
Call Me When... Call me when you need guidance on corporate benefits, business sales (pre and post sale), financial planning, and legacy protection for business owners and high net worth families.
Call Me When... You are looking for tax efficient solutions when your clients assets are sold.
Call Me When... 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.
Call Me When... Find $100,000+ of “revenue left on the table” in 1 hour without upfront cost, more marketing spend, or complicated setups.
Call Me When... My primary objective is building and integrating value creation for founders, portfolio company executive leadership teams, investors, and stakeholders through operational expertise in organizational infrastructure and design implementation
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... Company owners need experienced assistance in formulating and executing their growth and exit strategies
Call Me When... You need a financial plan or to discuss planning options
Call Me When... You are working with Owners, CEOs, leadership who are responsible for the P&L and see sales as the way to grow and scale their business.
Call Me When... You want to learn value building using technology and flawless execution of digital transformation strategies
Call Me When... You got a business that needs to be sold in Washington state.
Call Me When... You need help with cost reduction, revenue growth, strategic/organizational improvement and system transformation
Call Me When... you anticipate realizing a liquidity in the next 24 months.
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... Business owners want to know and understand the value of the business and want to build on it and maximize it before exit.
Call Me When... Specialized comprehensive wealth management services are needed for business owners who are contemplating a sale, or have just exited a business.
Call Me When... You need to assist owners and key decision makers in defining roles and engaging talent as part of business growth and transition planning. Convert people strengths into business performance.
Call Me When... When a business needs to improve their operations or their leadership needs to develop leadership skills.
Call Me When... Call me when a client needs GAAP Financials.
Call Me When... Looking to work with motivated business sellers to maximize proceeds at closing.
Call Me When... You want to improve culture or communication. You want to uplevel your sales or marketing. You want to improve your presentation skills
Call Me When... Need asset protection; buy-sell funding strategies; transitional planning for sale
Call Me When... You want to quantify advice you are giving to business owners - to give them confidence to move forward
Call Me When... You want to expand and grow your investing strategy to secure an optimal diversified stock portfolio that protects your wealth.
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... clients need guidance on minimizing taxes, achieving liquidity, and in providing for surviving family members after a business transaction.
Call Me When... you need a Wealth Advisor who understands what you are going through as a small business owner
Call Me When... You have clients or friends that are considering a sale of their business.
Call Me When... a business owner inquires about cash management, retirement plan advisory, and transaction planning
Call Me When... you or your client are considering a liquidity event withint the next 1-5 years. Bernstein provides exceptional resources and counsel throughout the pre-transaction planning and sale process, in addition to best in class investment management.
Call Me When... you have questions regarding investment management, financial planning, estate planning and general wealth management concerns.
Call Me When... When a business needs to improve their operations or their leadership needs to develop leadership skills.
Call Me When... a family business you know of needs help with Strategy, Leadership, Family Dynamics/Governance, Transition or Financial Gaps
Call Me When... When a company needs an Client Accounting Services Firm
Call Me When... You want to discuss using and Employee Stock Ownership Plan (ESOP) as a succession planning/exit strategy.
Call Me When... a client or contact of yours is looking to (1) sell or purchase a business, (2) raise capital, or (3) invest in a business
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... Financial Advisor with experience in individual and business planning.
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 need consult for your Business 0r Estate planning life Insurance options
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... A business owner needs to build and implement systems. Our professionals focus on the four intangible capitals that make up 75% of a companies worth. We systematically improve and measure the Human, Customer, Structural, and Social capitals.
Call Me When... Conventional or government supported (SBA, USDA, EXIM etc) financing
Call Me When... Wealth Manager to UHNW Families
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... R4 Risk & Wealth Solutions®, is a multi-generational, family owned boutique specializing in benefits, insurance, and investment advisory services.
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