Sponsor Directory
Long Island Silver Sponsors
You are seeking guidance on developing a transition strategy for the sale of a business, taking a company public, or to leverage your personal balance sheet to create liquidity.
Business Brokering for companies under $25M in sales
Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.
Individuals, Businesses, and even non profits,engage us to help identify and manage risks- especially those risks that are unnecessary.
when a business owner is interested in considering the sale of their business, wants to how the M&A process works, and how to increase the value of the company between now and a liquidity event.
You have a client who could benefit by proactively managing their company to minimize financial risk, optimize value, understand their results, be proactively prepared for an eventual exit, and ensure efficient access to debt and equity.
A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.
Your C-Suite wants to grow top-line revenue and you are ready to listen to candid feedback from your customers. You are 1-2 years from selling your B2B business or are under LOI to buy a business.
when you need a catalyst in guiding business owners to discover their personal values, goals and objectives, to ensure their end-in-mind objectives are met upon their business exit and/or transition
there is a need for a credible commercial real property appraisal or valuation service. We provide an array of commercial property valuation services.
You need more than a traditional wealth manager. BIP Wealth is constantly working and consistently innovating to make your money go further.
you or your clients are in need of CMO or senior marketing leadership help increasing brand value via brand messaging, identity, and/or communicating brand value via qualitative and quantitative analytics and other KPIs.
you have an issue involving business or corporate law, tax,estate planning or estate administration, business growth or business succession planning.
A client needs help structuring their business and personal finances to keep the most money in their pocket.
you want to sell your company, understand the sale process and understand value.
A client a starting a business, starting to think about selling or growing their business, or any tax related or financial decisions need to be considered.
You want thorough and personalized legal representation related to the purchase, sale, or operation of a business in a timely manner.
A business owner is considering selling their privately held business and seeking professional representation
you or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.
Clients are looking to build value through better accounting and finance, operations, and technology ahead of an exit
Your income tax liabilities personally or in your business are too high. Our mission is to help high net worth individuals and businesses reduce their biggest expense TAXES.
Please call me before your exit is forced upon you without a plan, by circumstances out of your control.
Our passion is to create financial peace of mind for our clients. Our core values are Family, Faith, Desire to help people, Honesty and Happiness.
You need valuation of a business or business interest for tax compliance, management planning, financial reporting or litigation support.
Sandler Training offer sales development services to companies through: sales training, sales management coaching and sales consulting.
You need bank financing for a company based in New England with under $200MM in revenues. We provide financing for M&A, equity recaps, leverage cash flow deals and traditional business needs.
You have a client in transition that needs help making smart decisions with their money. My planning advice primarily addresses clients' cash flow, wealth protection and transfer needs as well as and philanthropy.
When you want to resolve or avoid a business dispute, including those with your partners.
SBA lending, conventional lending, FX, Private Bank/Wealth Management
You have a client that has been approached by a buyer or who wants a deeper dive into the exit options. My CFO background also serves clients interested in growing and building business value.
A business is planning a significant transition.
You are trying to grow your business and planning for the eventual exit.
To prevent legal issues from becoming an obstacle to your professional and business success.
a business owner needs a consultative, strategic banking partner with access to national industry leaders
I work with my PNC Private Bank partners, as well as with outside partners, to offer our clients financial solutions that meet the needs of them and their families.
If you are forming a new business, your business is not growing or you want to exit your business
You or a client want to place the accounting and bookkeeping in the hands of a professional you can trust
Wise and experienced counsel is needed, particularly in respect to ongoing business operations, or future acquisitions or sales.
Business Valuation Specialist | Buy-Side & Sell-Side ESOP Advisory | Exit Planning | Transaction Advisory | Estate & Gift Tax | Financial Reporting | Litigation | Family Law
You want a seasoned attorney to assist with any franchise related business, be it a franchisor or franchisee. I love helping start-ups!
Client has a challenge on the Corporate Finance portion of their business.
want to implement a complete proven system with simple practical tools that helps organizations clarify their vision, become more disciplined in executing their vision and advance as a team.
You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.
You have a business owner client needing help finding and fixing problems standing in the way of achieving greater success. I find and fix problems in business systems and processes.
You or your client needs a wealth management advisor who is a CERTIFIED FINANCIAL PLANNER™ professional who listens and takes time to understand the client’s story as well as their goals and aspirations.
clients need experienced counsel with business succession planning and mergers and acquisitions.
Merrill Lynch or Bank of America may be of value or service.
your client wants to reduce taxes and give back as part of the exit process.
You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.
You need to assist owners and key decision makers in defining roles and engaging talent as part of business growth and transition planning. Convert people strengths into business performance.
Long Island Bronze Sponsors
You have a client exploring the possiblity of selling the business, I can provide a complimentary Opinion of Value and general guidance of what to expect from the selling process.
You or a client needs experienced deal counsel for middle market transactions.
your family business clients need help with strategic planning, profitability, organizational sustainability, professionalism, operating rhythm effectiveness and unexpected problem solving.
The greatest asset a company has is its people. We stand ready to serve when you have questions or needs regarding a comprehensive HR strategy, employee engagement and company culture.
Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
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,
A company needs an industrial/commercial property valuation, for a business transaction, estate planing, refinancing,disposition of asset, for corporate files.
you need an experienced lead VC/PE investor, a M&A advisor specialist, or discreet C-level operational support.
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 have a client looking to sell, execute a management buy-out, recapitalize their business or buy other companies
A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.
FocusCFO is a leader in embedded fractional CFO services. Guiding entrepreneurial leaders on their climb to sustainable, transferrable business value.
You need a professional to discuss your business ownership exit planning options.
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
I have owned companies in manufacturing, distribution and services, along with well over 10,000 hours of coaching business owners. I will understand your business and your objectives.
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.
We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.
You are looking for tax planning and consulting, financial statements for lenders, bonding companies, private equity investors; you're 5 - 10 years away from retiring and you'd like to create the best enterprise value possible for the company.
You need a business valuation or forensic accounting to assist you in making critical financial decisions
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.
You are looking for a new CFO or Controller via Friends of the Firm or looking for new tax professional or auditor
We help owners and leadership teams get more from their business through a simple business management system called the Entrepreneurial Operating System
Find Companies Dedicated to Your Success
XPX is proud to have sponsors dedicated to supporting our ongoing programs and events. We invite you to connect with them and to support their businesses. To learn more about sponsoring our chapter, please contact us.
Sponsor Directory
Tri-State Sponsors
Gold
Bronze
Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
You need a professional to discuss your business ownership exit planning options.
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
Silver Sponsors
Please contact me when your clients want access to unique investments or have life insurance they no longer need.
Relationship Manager specialize in the middle market space and focused on industrial companies
A company, stressed or healthy, needs to sell, merge or access financing
Wealth planning, Financing, Strategic Credit, Escrow setup, Strategic guidance, Pre and Post Exit Planning, M&A guidance
Your Looking to purchase or sell a company or need a valuation done.
Bronze Sponsors
You are looking for a new CFO or Controller via Friends of the Firm or looking for new tax professional or auditor