XPX Long Island
Members

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

You are seeking financing to buy our sell a business.

Your facing a large capital gains tax and need a strategy

You're looking for the following financing: commercial, mixed use, SBA or CIRA real estate, acquire a business, equipment or line of credit. If you manage third party funds or want a competitive quote to transition your deposit banking relationship.

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 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.

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

...you have questions as to how to maximize the value of your company (improve the mission of your not-for-profit)

Selling a company or acquiring another is a complex undertaking, and we manage the entire process and spend the time required to understand our clients' businesses.

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.

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

Someone needs an insurance expert to make sure that the insurance program covers all the potential risks and claim scenarios.

Senior secured lender

Business is looking for funding to acquire another business, finance growth, buy real estate, equipment financing, refinance to improve cash flow and looking for advice on succession planning.

You need a valuation of a business or assets, for transaction or management planning, tax compliance, financial reporting or litigation support.

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

A client needs a comprehensive financial plan

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

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.

I can benefit a business person or a professional representing a business person given my expertise and experience in strategic planning, corporate financing and business operations.

If your client needs to build a more scalable, sustainable business that is easier to manage and measure. We develop and execute operations, technology, and people strategies.

You need solutions for your financial and business problems.

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

A company needs an industrial/commercial property valuation, for a business transaction, estate planing, refinancing,disposition of asset, for corporate files.

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

You need help navigating complexity and want to pre-experience wealth creation decisions.

Private Wealth | Entrepreneurs and Business Owners | Multigenerational Families | Endowments and Foundations | Estate Planning

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

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.

Accounting or tax

Shareholders of a family-owned or closely held business are at or approaching a transition point relative to transferring ownership, management and/or control of the business.

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

Looking to evaluate and benchmark group health insurance.

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 are a private business owner or public company executive going through a transaction or thinking about a transaction. I can help you avoid the pitfalls along the way.

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

Our team, The Founders Group at Morgan Stanley, works with business owners, individuals/families and non-profits to help organize, prioritize and simplify their financial affairs.

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

You, or your client, seek to sell your business to a trusted and experienced operator committed to directly managing and growing it for the long run

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

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

You are planning to sell your company and want to make sure all your intellectual property (patents, trademarks, copyrights, etc.) are properly owned by your company,

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

Exit or Succession Planning, Advisory Board

You have a client with an Estate or Trusts with tax compliance needs, or a Fiduciary or Beneficiary with questions about the management of the Estate or Trust.

You need a lawyer to run an M&A transaction

You have a people issue keeping you up at night.

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

Daytime

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

Your client needs a CFO or when the finance team needs to expand skills or bandwidth

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

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

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 are looking for a new CFO or Controller via Friends of the Firm or looking for new tax professional or auditor

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

You'd like to connect.

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

A Certified Exit Planning Advisor is needed for a business owner's transition advisory team and requires advance financial planning for post-sale of company including personal cashflow analysis, estate planning, investment advice and trust services.

Need financial planning for buy or sell side transactions

Your client would benefit from an overall review of their balance sheet,investment and retirement accounts.You want a proven partner successful in serving highly-satisfied clients and their advisors

I am a CPA and CEPA and founder of The NYBB Group, M&A Advisors for companies $1M-$5-M in revenue.

You need a legal business advisor.

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?