Find Companies Dedicated to Your Success
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Sponsor Directory
Annual Summit Host
Annual Summit Host
![Nutter McClennen & Fish LLP](https://www.exitplanningexchange.com/wp-content/uploads/2022/04/NUTTER_RGB-1024x293.png)
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.
Silver Sponsors
Silver Sponsors
![McLane Middleton](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/000817-MCL_Logo.jpg)
![McLane Middleton](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/000817-MCL_Logo.jpg)
![McLane Middleton](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/000817-MCL_Logo.jpg)
A business is planning a significant transition.
![One 8 Solutions, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2024/07/one8_logo_tagline_2024_2400.png)
![One 8 Solutions, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2024/07/one8_logo_tagline_2024_2400.png)
![One 8 Solutions, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2024/07/one8_logo_tagline_2024_2400.png)
When a company needs an Client Accounting Services Firm
![ROCG Consulting](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Logo_ROCG-Consulting_10.31.16-1024x284.jpg)
![ROCG Consulting](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Logo_ROCG-Consulting_10.31.16-1024x284.jpg)
![ROCG Consulting](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Logo_ROCG-Consulting_10.31.16-1024x284.jpg)
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
![Middlesex Savings Bank](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/7521MDLSX_LogoEvolution_Primary-withTag-003-1-1024x433.jpg)
![Middlesex Savings Bank](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/7521MDLSX_LogoEvolution_Primary-withTag-003-1-1024x433.jpg)
![Middlesex Savings Bank](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/7521MDLSX_LogoEvolution_Primary-withTag-003-1-1024x433.jpg)
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.
![LGA, LLP](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/lga_logo_PMS_High_Res_JPEG-1024x346.jpg)
![LGA, LLP](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/lga_logo_PMS_High_Res_JPEG-1024x346.jpg)
![LGA, LLP](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/lga_logo_PMS_High_Res_JPEG-1024x346.jpg)
You have a client who could benefit by proactively managing their company to minimize financial risk, optimize value, understand their results, be proactively prepared for an eventual exit, and ensure efficient access to debt and equity.
![Dunn Rush & Co. LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Dunn_Rush_NEW-1024x309.jpg)
![Dunn Rush & Co. LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Dunn_Rush_NEW-1024x309.jpg)
![Dunn Rush & Co. LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Dunn_Rush_NEW-1024x309.jpg)
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.
![The Weber Group at Merrill Lynch Wealth Management](https://www.exitplanningexchange.com/wp-content/uploads/2023/11/merrill_lkup1_white_The-Weber-Group-006.png)
![The Weber Group at Merrill Lynch Wealth Management](https://www.exitplanningexchange.com/wp-content/uploads/2023/11/merrill_lkup1_white_The-Weber-Group-006.png)
![The Weber Group at Merrill Lynch Wealth Management](https://www.exitplanningexchange.com/wp-content/uploads/2023/11/merrill_lkup1_white_The-Weber-Group-006.png)
You are seeking guidance on developing a transition strategy for the sale of a business, taking a company public, or to leverage your personal balance sheet to create liquidity.
![Mohamed-Merola Private Wealth](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/SnipImage-1-1024x472.jpg)
![Mohamed-Merola Private Wealth](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/SnipImage-1-1024x472.jpg)
![Mohamed-Merola Private Wealth](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/SnipImage-1-1024x472.jpg)
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.
Bronze Sponsors
Bronze Sponsors
![Romero Solutions Group](https://www.exitplanningexchange.com/wp-content/uploads/2023/03/Original-on-Transparent-1024x383.png)
![Romero Solutions Group](https://www.exitplanningexchange.com/wp-content/uploads/2023/03/Original-on-Transparent-1024x383.png)
![Romero Solutions Group](https://www.exitplanningexchange.com/wp-content/uploads/2023/03/Original-on-Transparent-1024x383.png)
your family business clients need help with strategic planning, profitability, organizational sustainability, professionalism, operating rhythm effectiveness and unexpected problem solving.
![AAFCPAs](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/AAF_Logo-1024x368.jpg)
![AAFCPAs](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/AAF_Logo-1024x368.jpg)
![AAFCPAs](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/AAF_Logo-1024x368.jpg)
![UBS Financial Services](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/ubs-logo-1.png)
![UBS Financial Services](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/ubs-logo-1.png)
![UBS Financial Services](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/ubs-logo-1.png)
We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.
![Sullivan & Worcester LLP](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Sullivan-Worcester-2.png)
![Sullivan & Worcester LLP](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Sullivan-Worcester-2.png)
![Sullivan & Worcester LLP](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Sullivan-Worcester-2.png)
![Sullivan & Worcester LLP](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Sullivan-Worcester-2.png)
![Sullivan & Worcester LLP](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Sullivan-Worcester-2.png)
![Sullivan & Worcester LLP](https://www.exitplanningexchange.com/wp-content/uploads/2022/02/Sullivan-Worcester-2.png)
You or a client needs experienced deal counsel for middle market transactions.