XPX Greater Boston
Members

You (or someone you know) are in need of assistance in planning for, and executing on your/their own personal & family exit from the ownership of a closely-held-business

You've made an acquisition and are asking "Now what?" I work with CEOs and owners to grow their businesses by planning acquisitions and post-merger integrations to increase revenue and reduce costs.

You want to understand how your life insurance is working

You need corporate finance or merger/acquisition services

I help high net worth clients have a better relationship with their money. Call me when you are looking for multi-generational planning and financial coaching.

A successful entrepreneur or business owner is thinking about a transition or sale and needs to know the implications and best strategy from the personal and family perspective.

When a business owner is interested in considering the sale of their business, wants to how the M&A process works, and how to increase the value of the company between now and a liquidity event.

You want to avoid having a deal blow up because the owner's mixed feelings surfaced in the form of seemingly irrational objections, concerns, or requests at the closing.

You or your client wants to sell your business, buy a business, understand value, and or raise capital.

You are in need of a holistic financial plan incorporating all of the moving parts of your life, personal, business, estate, tax and investments.

Valuation Advisory; Transition, Exit, Succession Planning; and Value Enhancement needs arise.

You have clients or friends that are considering a sale of their business.

You need help to understand your cash flow, establish and measure key indicators of performance or stage your operation for the rigor of a due diligence review or to perform a due diligence review.

Call me when conflict between business owners and their internal or external partners impedes company profitability or cultural cohesion.

I help business owners and their advisor collaborate to achieve successful outcomes based upon each participants definition of success. Together we strive to help everyone's best next chapter.

You need bank financing for a company based in New England with under $200MM in revenues. We provide financing for M&A, equity recaps, leverage cash flow deals and traditional business needs.

A potential sale of your company will not yield the proceeds you need; you need to increase your valuation and exit potential. Readiness for a sale requires improving profitability and growth.

You want a complete financial plan encompassing all of the moving parts (estate, investments, taxes, insurance, family legacy planning, business planning).

A buyer of a small business is looking for equity financing or a seller of a business with EBIT < $2M is looking for buyers

There is a request for traditional debt financing, should it be fully secured/C&I or cash flow with an amortizing air ball or an ESOP loan.

Contact us before you sell your business to improve operations and EBITDA quickly without capital expenditures.

The day before I am attending an XPX event

Your business is not profitable, or not growing. I can help you get on track to meet your personal and company objectives.

You need help reducing or evaluating your business taxes.

You are a US business seeking to sell and are interested in tapping into our expertise regarding overseas buyers, or you are a non-US business looking to expand (including via M&A) into the US market

You are starting to think about your eventual transition from your business, but don't really have an understanding of the whole transition process and what your actual exit options are.

A financing solution is needed to support business initiatives around growth, investment, M&A, operational turnaround, ownership transition, capital structure, liquidity, and enterprise value.

Your family business needs tailored management consulting. My firm specializes in helping small to mid-sized family businesses problem solve and create value across strategy and business operations.

Senior debt cash flow financing for sponsor backed M&A transactions

When you need bank financing for working capital, business expansion and commercial building acquisitions.

Your closely held or family owned business client is ready to strategize or implement an internal or external transition.

You'd like to compare your costs to industry benchmarks. If we find you're paying more than you need to, we'll negotiate savings.

Someone you know wants sound, objective advice on the value of and transition from their small business.

When you believe a client may benefit from a discussion on the value of life and or disability insurance to protect the value of the personal wealth and also of that of their business.

An insurance question arises and I will likely have the answer, solution or know someone who will!

Legal Services are needed.

You are looking for an Exit Planning Advocate to be by your side during your exit and beyond.

You are buying or selling a business and require a Quality of Earnings analysis.

Someone is exploring the potential sale of a business or would like counsel as to how to begin the process, including positioning the business for future sale. Typically managing the marketing and sale of Northeast businesses - $2-15M.

You have clients with complicated financial situations who need pre-transaction planning for them and their family.

The tax structure of a transaction requires evaluation and understanding

I focus on assisting the private equity and family office community through my insurance expertise. I support transactions, fundraising, and help the ecosystem source deals.

You have a need for financing above $1MM. I work as a General Industries Relationship Manager for TD Bank.

You have a client or acquaintance looking to sell a business, buy a business, or raise capital

When you need a catalyst in guiding business owners to discover their personal values, goals and objectives, to ensure their end-in-mind objectives are met upon their business exit and/or transition

When in need of financial, accounting or tax advisory services relating to either ongoing operations or succession planning.

....You have a trusted relationship who desires to divest his/her business and requires a competent, knowledgeable and transparent advisor to help navigate through the transaction

You are the CEO/President/Primary Stockholder/Family Ownership Leader rethinking your exit strategy ahead of all of the others.I am the trusted advisor CEOs talk to before they talk to anyone else.

Your client is trying to decide whether to sell, transfer or wind down their business. I will help them decide, then create a plan to sell to the right buyers

A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.

You need assistance with buy- or sell-side mergers or acquisitions, or assistance with venture capital financing.

An entrepreneur needs help managing their investment portfolio and integrating it with other parts of their financial life (e.g. philanthropy, estate, tax, etc.)

Please call me when you are considering structuring a transaction and for strategic tax planning for individuals.

We serve our clients as their Financial Head Coach which means we coordinate the services of all professionals. This helps them consolidate fractured advice before, during, and after a M&A transaction.

There is any question regarding real estate or financing.

You are working with a business owner who is considering the sale of their company either immediately, or in the next 1-2 years.

You are seeking financing to buy our sell a business.

A client needs financial planning advice and wealth management as early as possible in a transaction, where they will have at least $5M in investable assets.

Call me when you want to sell your company, get a valuation of your company, learn about the sale process or need help making an acquisition.

Call me when a client needs GAAP Financials.

Before the client sells the business and wants help figuring out: Do I have enough money? What should I do with the money? What do I need to know to make the best decisions for myself and my family?

You need legal advice for a M&A transaction, debt financing, or other corporate transaction.

Sell-Side M&A Advisor focuses exclusively on achieving maximum valuations for private and family-owned companies in a sale or recapitalization of the businesses valued between $20 - $200 million.

Your client needs to leverage their personal balance sheet to create liquidity or your client needs to put a post liquidity plan into place.

A client is look to raise debt, either through our direct lending platform at Monroe Capital or wants to retain an advisor to raise the debt through Monroe Credit Advisors

A business is planning a significant transition.

You are considering selling your company, now or in the future. We work with private companies in the lower mid-market.

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.

When you have a business client which could grow, or execute plans you have helped it develop if it only had additional capital.

You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.

Whenever a shareholder in a privately-held business is looking for a liquidity event.

A client needs to know the value of what they have and the logic that drives the number.

You have a company that needs equity capital for a transition, liquidity for founders, management buying out the founders

Your clients are contemplating selling their business and are Are unsure whether the proceeds of the sale are enough to maintain their lifestyle and/or achieve their financial goals

We provide consultative services that help HNW individuals, business owners and their trusted advisors with the real estate component of their investment portfolios and/or their business.

I help business owners gain context around what value they need to get out of their business in a liquidity event to be able to accomplish everything they want to do in their personal life.

You or a client needs experienced deal counsel for middle market transactions.

A valuation is needed.

You are looking to develop a strategic plan to build the value of your business.

A business owner is struggling with poor earnings and cash flow. We help owners understand and use their financial reporting to improve profitability and cash flow.

You have a client who is in need of sophisticated corporate legal advice and representation for a VC financing, Private Equity recap, and/or M&A event.

You are looking for practical advice for a business sale or investment.

Call when thinking of selling your business/company.

You need an interim CFO, strategic planning advisory services, due diligence and M&A advisory services.

Call me when you have a business in transition. I provide real solutions as a fractional CEO, operational CFO, experienced succession planner and as an operating executive.

A business owner is interested in joining a peer advisory group and/or business owner coaching.

Fractional Human Captal Advisory Services: Organizational and Talent Assessment, Succession Planning, Salesforce Effectiveness, Leadership Development, Employee Engagement/Retention.

You know a business owner looking to grow or transition ownership of their company or a real estate investor with a project.