
Call Me When... you need a valuation.
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.
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 –
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.
Call Me When... you need a valuation.
Call Me When... If you are forming a new business, your business is not growing or you want to exit your business; or you are looking for an estate plan
Call Me When... A client needs help structuring their business and personal finances to keep the most money in their pocket.
Call Me When... Your client does not have an attorney on staff or a relationship with the law firm that is providing comprehensive general counsel services.
Call Me When... Legal guidance for M&A / exit planning strategy and general business, manufacturing, distribution, entertainment, media, advertising, software, blockchain, and technology legal matters.
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... Your clients are heading towards a liquidity event. I can help transition towards that liquidity event by providing fiduciary expertise, investment advice and BNY Mellon's resources
Call Me When... Call me when your client is frustrated because their business is not growing as fast as they want. As a business coach I help companies identify and remove growth roadblocks so they can grow faster and with less pain.
Call Me When... 8:00 a.m. - 5:00 p.m. Monday-Friday
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... (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... 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... Conventional or government supported (SBA, USDA, EXIM etc) financing
Call Me When... Wealth planning, Financing, Strategic Credit, Escrow setup, Strategic guidance, Pre and Post Exit Planning, M&A guidance
Call Me When... a business owner inquires about cash management, retirement plan advisory, and transaction planning
Call Me When... You or your clients have a need for individualized risk management and employee benefits consulting with a white glove approach.
Call Me When... you need an operating executive, especially if you have a presence in Asia.
Call Me When... You want to discuss using and Employee Stock Ownership Plan (ESOP) as a succession planning/exit strategy.
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... Business Acquisition, Partner Buy outs, Debt restructure, Real estate purchase
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 need legal advice for a M&A transaction, debt financing, or other corporate transaction.
Call Me When... you need a valuation.
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... you need a business valuation of a privately held company
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Call Me When... I am an investor in industrial business services in the 2M-30M of EBITDA.
Call Me When... A buyer of a small business is looking for equity financing or a seller of a business with EBIT < $2M is looking for buyers
Call Me When... You have coverage questions, or hard to place insurance.
Call Me When... Sales need to grow. Fractional Chief Revenue officer helping SMB clients develop and grow their sales team and sales revenues.
Call Me When... A business owner is looking to exit their business.
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.
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© 2023 XPX Global LLC. All Rights Reserved.
© 2023 XPX Global LLC. Privacy Policy Norms & Principles Site Map Terms of Use