XPX Hartford
Members

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

Considering how best to fund organic growth or acquisition, whether debt or equity, and requiring execution expertise and capability.

You want to get a grip on your business

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

Either you or your client can benefit from trusted advise in the tax, accounting, or advisory space!

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.

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

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

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 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!

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

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.

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

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

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

Looking to acquire a small to medium size business

You have coverage questions, or hard to place insurance.

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

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

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 are looking to sell your business

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

You need an experienced and practical business attorney.

You would like to discuss the sale of your business.

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

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

A company, stressed or healthy, needs to sell, merge or access financing

It's time to see what your business is worth and take it to market

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

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

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

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.

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

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

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

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.

Exit or Succession Planning, Advisory Board

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

Organizations need to save money and time so they can improve their EBITDA

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

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.

Consumer Growth Partners (CGP) is a private equity investment and advisory frm with an exclusive focus on retail and non-perishable branded consumer products companies in the lower middle market with $2.5-10mm of EBITDA.

Legal-business services

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.

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

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.

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.

You have any kind of banking need or general question.

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.

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

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?

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

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

Senior secured lender

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

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

You are seeking financing to buy our sell a business.

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

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

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

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

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

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

Never

There are state and local tax matters.

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

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

You need a valuation.

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

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

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

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

You need a legal business advisor.

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.

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

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

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

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.

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

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

Need financial planning for buy or sell side transactions

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