XPX Hartford
Members

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You or someone you care about would like to review investment strategies, financial and estate plans, ideas on how to increase the value of a privately held business, and exit strategy techniques

Daytime

Your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business

Navigating the uncharted waters of business transition - optimizing for your success.

You are looking to sell your company. We work with closely-held and family owned businesses with $3.0 to $100 million in revenue.

Whenever you or a client need legal services; you or your client are buying or selling a business; family business planning; business and corporate services; estate planning and succession planning

You are working with a business owner and you need some financial modeling done to demonstrate the impacts or tradeoffs of various decisions or scenarios the owner is contemplating.

You have an employee-related issue including court and agency cases, governmental personnel-related audits, or you need counsel on addressing any employee-related issue.

You need to understand the value of your business and options to create liquidity

You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.

Your client is looking to make a charitable donation in advance of a business exit.

Seeking assistance on financial, strategic, SEC filings and capital structure assistance.

There is a cultural misalignment during a pre or post M&A transaction or the organization you are dealing with lacks direction or purpose.

You have any kind of banking need or general question.

A family needs customized investment management solutions and help integrating management of their portfolios with income tax and estate planning professionals.

Your clients need a resource who can craft efficient and effective financial solutions regarding succession planning, executive benefits, employee benefits, and retirement planning.

Senior Advisor providing strategic total rewards consulting to employers. Lead complex client engagements with C-Level decision makers. Helping organizations mitigate their Risk and advance the Health & Careers of their people.

A business owner is or should be considering considering the next opportunity for their business. Are they expanding? Are they planning to exit or sell? Will they be financially independent?

Call me when you need estate planning, estate and trust administration, help with probate matters, or business succession planning.

...you and your leadership team are working too hard, not getting the results you expect, and want someone to work at your side to help you execute new ideas that really succeed!

You or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.

When you're involved in a transaction that needs assistance with either buy-side or sell-side due diligence/Quality of Earnings

There are state and local tax matters.

Middle Market Commercial Banking Relationship Manager covering publicly and privately held companies +25 million in revenue.

You have a client that is three to five years out from a sale and looking to maximize the value of their business.

A business owner(s) is seeking to engage an itermediary in a sell side or buy side engagement.

You are looking to sell your business

When there is a need for an owner to understand, enhance and transition value.

I help entrepreneurs and corporate executives achieve quality of life and financial freedom

Call me when....clients are approaching a liquidity event.

You or your clients are interested in creative ways to mitigate income and/or estate taxes.

There is an opportunity to participant in events, meetings etc. Open to any and all communication

Need financial planning for buy or sell side transactions

Would like to harmonize the interconnected realities of Corporate Finance, Private Banking, and Wealth and Investment Management without the requirement of excessive minimum investment or net worth.

There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale

You would like to discuss the sale of your business.

You are thinking about, thinking about selling your company. There are steps that you can be taking to prepare your business to sell that can maximize the amount it's valued at.

You need an experienced and practical business attorney.

You want to find the profit that is hidden in your expenses.

Companies or executives looking for ways to reduce employee acquisition costs and improve employee retention providing an alternative to “Stay Bonuses” including more flexibility, higher net income, increased benefits and reduced risk. Business owner

Thinking about a liquidity event in the near term or over the horizon and want to maximize your enterprise value? We should talk.

Exit or Succession Planning, Advisory Board

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.

Transactional service provider: Collateral Agent, Custodian, Escrow Agent and Trustee.

A company needs an accomplished financial exec to advise owners and investors on exit planning, financial presentations and operating/financial projects. Also serve on Board of Directors

You're looking for planning and advice for your personal and business needs.

Call me when your client is frustrated because their business is not growing as fast as they want. As a business coach I help companies identify and remove growth roadblocks so they can grow faster and with less pain.

You or your clients need legal representation or advice on mergers and acquisitions, debt or equity financing, joint ventures, securities and corporate governance.

You are seeking financing to buy our sell a business.

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

Clients are looking to build value through better accounting and finance, operations, and technology ahead of an exit

An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.

You simply need a second set of eyes on a solution or are looking to provide a creative holistic strategy to enhance the after tax value of a family enterprise

You have sold an investment or income producing property and are looking for an alternative to a traditional 1031 Exchange.

When you or your clients have a problem or issue to solve, I will work diligently to help you solve it!

You would like a trusted, experienced advisor to offer guidance on clients looking to plan for an eventual transition from their business.

A preeminent corporate lawyer with experience in sell/buy-side mergers and acquisitions, venture capital and securities law; consummate deal maker with ability to lead and close deals of all sizes.

You have a client in need of legal services or a question involving a legal or business issue.

Call me when you or your client are contemplating banking, lending, capital expenditures, investing, planning, and any other aspect of wealth management as it relates to your closely held business.

There are family business, wealth planning and investment, or executive compensation problems to be solved.

A Company Healthy or Stressed wishes to Sell or Merge
needs new financing Senior and below.

You need a legal business advisor.

You are seeking a review of your financing needs, or you are interested in working with a sophisticated and flexible lending partner with experience in C&I, Asset Based Lending, and Real Estate.

A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.

Someone needs education on how to protect, grow, and exit their business.

Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory

You are or know an owner/owners of closely held business that needs trustworthy advice regarding: Trust and Estate planning, Succession planning, advice on selling their closely held businesses at any stage from years away to an uninvited offer.

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.

Call me when you or someone you know are in need of Elevator related services.

Call when you or anyone you know is selling or buying and elevator related buisness.

Business attorney whose practice includes corporate formation, early-stage securities transactions and M&A.

Organizations need to save money and time so they can better pursue their mission and goals

A business owner is contemplating an exit from his/her business or needs a financial analysis and/or valuation for the business.

You are in need of a tax mitigation specialist, particularly when you're facing a large capital gains tax and need a solution.

A business valuation is needed for business planning, estate planning or litigation.

There is a need for personal insurance and individual risk management consulting

Our team has the resources and experience to assist our clients answer the all important question, do I have enough money for retirement?

Legal-business services

Client would like to exit and wants to meet their financial/life goals; we can stress test various scenarios to illustrate what the future might look like.

Senior secured lender

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

You'd like to connect.

We provide senior level financial management services to Boards of Directors and CEOs.We work with CFOs and Controllers to accomplish complex accounting and financial projects

You are interested in taking a holistic look at your Financial picture including where your personal life and business life intersect