XPX New Jersey
Members

Customer Lifecycle Management and Operational Benchmarking Advisory Services

You or your client needs/wants to increase profitability, cash flow, understand their company's value and work towards developing a business transition solution that meets their needs and goals.

I support all industries involved with Commercial Real Estate Transactions through title insurance, 1031 Exchanges, searches, closing services.

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You or your clients have tax or business legal needs, including commercial agreements, executive compensation, tax planning, tax controversy and M & A counsel

You are frustrated with the volume of non-revenue generating activities you perform or are concerned that you are not receiving the financial information you need to move your business forward.

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

Pre-sale planning for Business Owners needing help structuring their wealth to minimize taxes before a transaction occurs and develop a plan to fund their lifestyle.

You have questions about intellectual property matters

An owner is considering the sale of the business and is willing to undertake an exit planning engagement prior to going to market.

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Feel free to contact me if you have questions regarding the planning or execution your business succession.

A client needs help in successfully implementing financial and operational improvements, completing acquisitions and divestitures, growth and business development, and restructuring and turnarounds.

You are looking for employee stock ownership plan (ESOP) options for your company.

Client needs valuation or transaction advisory assistance.

As a corporate financial planner, my firm helps to prepare business owners with a written financial plan that focuses on different types of selling options in advance of a sale

We are an M&A firm that specializes in business sales and exit strategies for small business owners with our "sweet spot" being companies with revenues between $5 million to $25 million.

When you think you have out grown your accountant or feel like a nobody with your current accountant. Our firm size enables us to provide expert services while providing personal service.

You are looking for a new wealth manager, will be selling a business in the near future or have recently sold a business, need a wealth planner

Pre-liquidity planning will help business owners define their personal and professional goals to confirm your business strategy and recommendations

Valuation, succession planning, pre or post transaction needs, need for new accountant, tax support, restructuring, financial risk management

You are looking to maximize the value of your business by selling your company, making an acquisition or looking to raise debt or equity.

You are thinking about how to prepare for an exit event, have excess liquidity earmarked for a future transaction or would find holistic advise on investable assets additive.

Pre-post planning for business owners. ($5MM Minimum)

You need expertise in developing and implementing tax efficient strategies for wealth preservation and transfer, business succession, and charitable planning

You are looking for a new wealth manager, will be selling a business in the near future or have recently sold a business, need a wealth planner

Someone needs help making a financial decision