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Tri-State Gold Sponsors
Tri-State Silver Sponsors
![CFO Consulting Partners LLC](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/CFO_-Consulting_logo_pms_V2-CMYK-1024x348.jpg)
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.
Tri-State Bronze Sponsors
![Touchstone Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/touchstoneAdvisorsLogo_3-2022-1024x261.jpg)
![Touchstone Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/touchstoneAdvisorsLogo_3-2022-1024x261.jpg)
![Touchstone Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2023/02/touchstoneAdvisorsLogo_3-2022-1024x261.jpg)
You need a professional to discuss your business ownership exit planning options.
![Withum](https://www.exitplanningexchange.com/wp-content/uploads/2023/08/RGB-Withum-Advisory-Tax-Audit-1024x592.jpg)
![Withum](https://www.exitplanningexchange.com/wp-content/uploads/2023/08/RGB-Withum-Advisory-Tax-Audit-1024x592.jpg)
![Withum](https://www.exitplanningexchange.com/wp-content/uploads/2023/08/RGB-Withum-Advisory-Tax-Audit-1024x592.jpg)
Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
Gold Sponsors
Silver Sponsors
![Webster Bank](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/2017WebsterBankLogo_RGB_Final.jpeg.jpg)
![Webster Bank](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/2017WebsterBankLogo_RGB_Final.jpeg.jpg)
![Webster Bank](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/2017WebsterBankLogo_RGB_Final.jpeg.jpg)
you or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.
![Live Oak Bank](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/liveoak-primarylogo-green-indigo-01-1024x279.png)
![Live Oak Bank](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/liveoak-primarylogo-green-indigo-01-1024x279.png)
![Live Oak Bank](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/liveoak-primarylogo-green-indigo-01-1024x279.png)
You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.
Bronze Sponsors
![Carter Morse & Goodrich](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/CMG_LOGO_7694_7741_424_final-1024x251.jpg)
![Carter Morse & Goodrich](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/CMG_LOGO_7694_7741_424_final-1024x251.jpg)
![Carter Morse & Goodrich](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/CMG_LOGO_7694_7741_424_final-1024x251.jpg)
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.