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... Wealth planning, Financing, Strategic Credit, Escrow setup, Strategic guidance, Pre and Post Exit Planning, M&A guidance
Call Me When... Private Wealth | Entrepreneurs and Business Owners | Multigenerational Families | Endowments and Foundations | Estate Planning
Call Me When... when you're involved in a transaction that needs assistance with either buy-side or sell-side due diligence/Quality of Earnings
Call Me When... Helping my clients achieve financial peace of mind.
Call Me When... Call me when your CEO needs help in understanding and improving his company’s financial reporting, cash flow and business performance.
Call Me When... PL Consulting is a team of Full Time and Part Time highly trained bookkeepers who serve as the bookkeeping and live accounting arm for small businesses and CPA firms across the MD/DC/No. VA region.
Call Me When... Trust & Investment Management; estate planning
Call Me When... You have a question or need with regards to any/all tangible asset (machinery or real estate) issues, including business valuation.
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... To prepare to sell, want to grow through acquisition, want an opinion of value or need assistance with turning your business around.
Call Me When... I am a book writer and publisher. I help business leaders to become business influencers by sharing their stories.
Call Me When... You have coverage questions, or hard to place insurance.
Call Me When... legal-business services
Call Me When... You are looking to transact or raise capital for a healthcare services business.
Call Me When... You are working with business owners/entrepreneurs that need help with pre-transaction planning.
Call Me When... There are networking opportunities
Call Me When... I am a CPA; specialize in advisory and assurance services; particularly financial statement audits and reviews; and transaction services (M&A, QofE, Due Diligence various scopes etc); as well as employee benefit plan audits
Call Me When... Someone needs business strategy advice, transformation, and a financial pro-forma to grow
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... You need advice on how to manage the risks, taxes and complexities that accompany significant financial and business success
Call Me When... SBDC - M&A Advisory / Capital Advisory
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... EMPLOYMENT LAW ATTORNEY SPECIALIZING IN ALL MATTERS OF EMPLOYEES IN THE FINANCIAL INDUSTRY
Call Me When... I lead a team of brokers in healthcare sell-side advisory with a focus on dental, veterinarian and MedSpas. We handle the valuation, marketing , procuring of qualified buyers, negotiation of terms and closing for our clients.
Call Me When... A Founder owned business is looking for an investor or exploring a sale of their business.
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... Business owner needs a detailed financial plan from a team of financial advisors before, during or after exit
Call Me When... companies are looking for a banking expert to help strengthen liquidity and secure debt for acquisitions, equipment and Real Estate
Call Me When... a family business you know of needs help with Strategy, Leadership, Family Dynamics/Governance, Transition or Financial Gaps
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 business wants to maximize its value BEFORE they sell. We are an outsourced CFO firm that helps businesses increase their value leading up to an exit.
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 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... You want to discuss using and Employee Stock Ownership Plan (ESOP) as a succession planning/exit strategy.
Call Me When... You are seeking a commercial banking partnership. I run a the corporate banking & leveraged finance team for an ~$20Bn Bank focused on the middle market space in New England. Primary areas of expertise are debt, deposits and treasury management.
Call Me When... you or a client is seeking a strategic exit or liquidity event, looking to attain profitable growth, to gain a better understanding of the company's cash position, or need a business valuation.
Call Me When... a business owner is considering a succession plan that aligns with their holistic financial plan for their family.
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 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... It's time to see what your business is worth and take it to market
Call Me When... na
Call Me When... you need a business valuation of a privately held company
Call Me When... When a business needs to improve their operations or their leadership needs to develop leadership skills.
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... you want to maximize the value of your company before exit, or if you need help with financial modeling and financial storytelling
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... I support financial advisors, trust & estate attorneys, cpa's in Tri-State on all areas of philanthropy.
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... A client will be going through a significant liquidity event and needs a sophisticated wealth management team to help them optimize their personal finances.
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