Tri-State Platinum Sponsors

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Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.





You need a professional to discuss your business ownership exit planning options.





When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees





Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
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You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.
Bronze Sponsors





A business owner is contemplating a transaction (Financing, Sale or Acquisition), even years in advance of a transaction so we can help the owner maximize shareholder value.
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Interested in learning more? Please contact us.
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The Latest News – XPX Fairfield County
Latest – XPX Fairfield County
Our borrowers often ask us, “Is it better to buy an established business or start up a business?” It’s a reasonable question for those looking to exit their current employment or invest in a business for another income stream. While it may make sense in specific industries to start a business, the benefits of purchasing…
Business acquisitions are among the eligible uses for Small Business Administration (SBA) 7(a) loans. In fact, the SBA 7(a) program provides many advantages for acquiring an established business, including its attractive terms, allowing a buyer to finance up to 90% of total project costs. Eligible Project Costs for SBA 7(a) Loans Include The acquisition of…
In their book The Execution Premium, Harvard’s Norton and Kaplan stated that 80% of companies never achieve the full value of their strategy. That is a frightening statistic. In our experience, the greatest reason is that short term needs take precedence over long term strategic choices. So, what can leaders do differently to be among…
Our motto is “Speed is our weapon”. Every day I see this come to life with my clients from day 1 to closing. Here’s how we can help: Pre-qual listings within 24-48 hours upon receipt of your CIM, 3 years taxes and YTD financials Pre-qual buyers with our approving credit manager within 48 hours from…
Uncertainty…Has inflation peaked? Are we in a recession? Will the federal reserve increase rates? Will supply chain challenges be resolved? We have written often about the challenges business leaders face and the impact of uncertainty on strategy management. Two of our most recent articles on the subject were Strategic Thinking in Turbulent Times, May 2022…
Employee stock ownership plans (ESOP) give ownership interest to employees in the form of stock shares. We’re going to break down what this complex deal looks like, including the potential benefits and risks, and why it’s critical to have a strong team in place to successfully guide you through the process and to the finish…
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Tri-State Platinum Sponsors





Tri-State Silver Sponsors
Tri-State Bronze Sponsors





Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.





You need a professional to discuss your business ownership exit planning options.





When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees





Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
Gold Sponsors
Silver Sponsors
Bronze Sponsors





A business owner is contemplating a transaction (Financing, Sale or Acquisition), even years in advance of a transaction so we can help the owner maximize shareholder value.