Find Companies Dedicated to Your Success
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Sponsor Directory
Gold Sponsors
![Capital Services, Inc.](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/CapitalServices_Logo.png)
We have helped thousands of organizations transition successfully through our Mergers & Acquisitions du-diligence process. Our Human Capital division is well known and respected.
Silver Sponsors
![Heller Kowitz Insurance Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/Heller_Logo_2024-1024x768.jpg)
![Heller Kowitz Insurance Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/Heller_Logo_2024-1024x768.jpg)
![Heller Kowitz Insurance Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/Heller_Logo_2024-1024x768.jpg)
![EGT Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/EGT-logo_FINAL.jpg)
![EGT Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/EGT-logo_FINAL.jpg)
![EGT Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/EGT-logo_FINAL.jpg)
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.
![Davis, Agnor Rapaport & Skalny, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Davis-Agnor-Logo-without-background-and-R-1024x157.png)
![Davis, Agnor Rapaport & Skalny, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Davis-Agnor-Logo-without-background-and-R-1024x157.png)
![Davis, Agnor Rapaport & Skalny, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Davis-Agnor-Logo-without-background-and-R-1024x157.png)
clients need experienced counsel with business succession planning and mergers and acquisitions.
![Kalinoski & Riordan, P.A.](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Kalinoski_Riordan_logo-.png)
![Kalinoski & Riordan, P.A.](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Kalinoski_Riordan_logo-.png)
![Kalinoski & Riordan, P.A.](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Kalinoski_Riordan_logo-.png)
you have an issue involving business or corporate law, tax,estate planning or estate administration, business growth or business succession planning.
![Truist Wealth](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/Truist-Logo-2021-1-1024x407.jpg)
![Truist Wealth](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/Truist-Logo-2021-1-1024x407.jpg)
![Truist Wealth](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/Truist-Logo-2021-1-1024x407.jpg)
![Truist Wealth](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/Truist-Logo-2021-1-1024x407.jpg)
![Truist Wealth](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/Truist-Logo-2021-1-1024x407.jpg)
![Truist Wealth](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/Truist-Logo-2021-1-1024x407.jpg)
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.
![Moore Wealth Inc.](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Moore-Wealth-Inc..png)
![Moore Wealth Inc.](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Moore-Wealth-Inc..png)
![Moore Wealth Inc.](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/Moore-Wealth-Inc..png)
A client needs help structuring their business and personal finances to keep the most money in their pocket.
![Your Daily Finances, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/YDF-Logo-101111-FINAL-in-jpeg-format-1024x626.jpg)
![Your Daily Finances, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/YDF-Logo-101111-FINAL-in-jpeg-format-1024x626.jpg)
![Your Daily Finances, LLC](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/YDF-Logo-101111-FINAL-in-jpeg-format-1024x626.jpg)
You or a client want to place the accounting and bookkeeping in the hands of a professional you can trust
![Evergreen Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/EA_Portrait-1024x494.jpg)
![Evergreen Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/EA_Portrait-1024x494.jpg)
![Evergreen Advisors](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/EA_Portrait-1024x494.jpg)
Client has a challenge on the Corporate Finance portion of their business.
![KatzAbosch](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/KatzAbosch_logo-100.jpg)
![KatzAbosch](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/KatzAbosch_logo-100.jpg)
![KatzAbosch](https://www.exitplanningexchange.com/wp-content/uploads/2021/06/KatzAbosch_logo-100.jpg)
You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.
![Whiteford, Taylor & Preston, LLP](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/WTP_logo-2024.png)
![Whiteford, Taylor & Preston, LLP](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/WTP_logo-2024.png)
![Whiteford, Taylor & Preston, LLP](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/WTP_logo-2024.png)
![Merrill Lynch](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/image008.png)
![Merrill Lynch](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/image008.png)
![Merrill Lynch](https://www.exitplanningexchange.com/wp-content/uploads/2022/09/image008.png)
Merrill Lynch or Bank of America may be of value or service.
![Insperity](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/Insperity-logo-2024-1024x282.png)
![Insperity](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/Insperity-logo-2024-1024x282.png)
![Insperity](https://www.exitplanningexchange.com/wp-content/uploads/2024/02/Insperity-logo-2024-1024x282.png)