XPX Long Island
Members

As the chair of the Corporate Department, I have vast experience advising on both buy and sell side M&A transactions in a variety of industries, including technology, manufacturing, education, healthcare, and professional services

I am a member of The Wealth Alliance, a boutique financial planning firm assisting that assists others with a variety of financial planning needs.

You are seeking financing to buy our sell a business.

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 need solutions for your financial and business problems.

Need financial planning for buy or sell side transactions

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

Tax Accountant

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.

Legal-business services

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

Exit or Succession Planning, Advisory Board

Looking to evaluate and benchmark group health insurance.

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.

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

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,

Your client needs to design a leading-edge employee benefits program that engages employees, attracts & retains top talent, partners with best-in-class innovative vendors all while effectively controlling costs and limiting budget increases.

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

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.

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

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.

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

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

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

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

You’re in need of finance/accounting expert talent- whether it's bandwidth augmentation, accounting process optimization, financial reconciliation, transaction due diligence, ERP optimization etc! Within 24 hours, we'll have a match from our network!

Daytime

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.

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

Never

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

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

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.

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

Legal advice, referrals, events

Senior secured lender

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

You are looking to grow your business and prepare for selling or transitioning your business to new owners.

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

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

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.

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

You need a lawyer to run an M&A transaction

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

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

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.

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

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

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

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

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

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

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

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

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?

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.

You have a client looking to establish a retirement plan and receive a deduction

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.

Accounting or tax

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

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

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

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

You need a valuation.

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

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

You need a legal business advisor.

You are looking to sell your business

You have client looking to establish retirement plan