XPX Long Island
Members

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.

Accounting or tax

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.

A client needs a comprehensive financial plan

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

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

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

You have clients that need to navigate the next phase of their life or career. We can assist them in determining the next steps and bringing the team together to determine an exit strategy.

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

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.

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

Commercial real estate is a major component of your decision-making.

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

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.

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.

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.

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.

You need operational and financial restructuring plans developed and implemented to increase profitability.