XPX New Jersey
Members

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.

Exit or Succession Planning, Advisory Board

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

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.

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

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

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.

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

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

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

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.

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

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

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

Seeking responsive and flexible options for commercial and real estate lending needs.

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

Legal-business services

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

Senior secured lender

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 need a legal business advisor.

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

Need financial planning for buy or sell side transactions

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

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?

None

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.

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.

You are looking to sell your business

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

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

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

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

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

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

You are seeking financing to buy our sell a business.

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

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

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

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

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

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

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

Someone needs help making a financial decision

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

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

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

Daytime

You are considering buying or selling a business or simply evaluating your options.

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

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

Never

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

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.

You need a valuation.

..

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.

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

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.

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

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

Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.

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

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

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.

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