XPX Philadelphia
Members

An organization needs help to improve Operations, develop strategies for growth or to counter new market threats to prepare companies for change or to help them get ready for sale.

You need financial advice with a full service wealth management team of specialists to assist with investment portfolio management, private banking, wealth planning, trust and fiduciary services.

Experienced corporate attorney who represents businesses/owners in a variety of industries. Services include entity formation, contract negotiations, M&A, buy-sell, securities offerings, corporate governance matters and commerical real estate.

A problem needs to be solved

Third Arch makes long-term, control investments in high quality small businesses.

If you are a business owner, a CEO, or an individual of high-net worth,I can assist you in your legal needs as a tax attorney, a business attorney and an estate planner.

Buying or selling a business where sophisticated, experienced legal counsel is needed, but where, for whatever reason, representation by a large law firm doesn't fit.

You need to be confident that you are mapping out a great personal and financial (after tax) path when navigating a major life transition event.

You need the services of an experienced business and corporate lawyer.

You need a second opinion on Tax Diversifying Retirement or Insurance concerns including Key Man, Buyout, and Individual Term and Whole Life.

You need advice on how to manage the risks, taxes and complexities that accompany significant financial and business success

You require C suite, executive level end to end financial support services to professionalize your organization, build a strategy, improve cash flow and create value for your company.

You need tax advice to assist in structuring a transaction

A family, client,or contact is looking to sell a business and needs the expertise of tax minimization, planning, escrow, or investment wealth strategies.

Griffin/Stevens & Lee Tax and Consulting Network is a group of 25 tax, accounting, consulting and technology professional services firms, primarily operated by former Big Four professionals.

You have a question on employee and HR concerns.

Tax

There is a tax question.

You are starting a business, selling or buying a business, or need outside general counsel work for your small or emerging company.

Owner wants to sell to exit, seek strategic investors, acquire to expand, or needs exit planning advice

You're looking to get liquidity for yourself and/or your shareholders.

You are considering the purchase or sale of a business or want to plan for an exit.

Financial Reporting and Accounting

When any type of financing or equity is needed.

You have leadership challenges at the top of your organization that must be addressed.

You have any questions on what to consider when making long term plans to to transition out of your business.

You need tax advice for a particular situation or are in need of compliance services.

You'd like information on HR outsourcing, rebuilding the workplace, employee concerns, culture and employee benefits.

You need tax advice for a particular situation or are in need of compliance services.

A business owner is seeking to sell the company and needs assistance determining the financial and tax implications; or a buyer needs to perform financial and tax due diligence on a potential target.

To assist you and your family in pursuing the peace of mind that comes from knowing that the important aspects of your financial life are thoughtfully orchestrated.

You have any legal questions for your business from start-up through daily operations to wind-down.

Tax

I'm available 24/7

Nationwide, Preferred SBA 7a Lender, specializing in "main street" to lower middle market M&A transactions.

You need a business lawyer to help with developing and implementing a succession plan (including buy-sell agreements), forming new entities, drafting any kind of business contracts.

Tax Preparation and M&A work

When you need a trusted intermediary to Sell your business,raise funds to grow your business or grow your business through acquisition.

You have questions and need advise on Life insurance placement, design, premium financing, buy-sell agreements, split-dollar, key person, executive comp., retention strategies

R4 Risk & Wealth Solutions®, is a multi-generational, family owned boutique specializing in benefits, insurance, and investment advisory services.

You need high quality valuation and advisory services

When the parents want to prepare their children to take over the business and/or when the parents and kids are fighting with each other and a cooler experienced head is needed.

Call me when there is a need to generate addition cash flow out of secondary and fixed non-payroll expense

You’ve built a nice business, but you haven’t taken a real vacation in years and maybe you aren’t spending much time with the family. You know you want to pass it on or sell one day, but you can’t seem to get this thing where you want it.

Business and wealth, succession and planning

Strategic Solutions Group is a multi-faceted workforce development company and an authorized Sandler Training center.

When there is an event in a client’s life which is causing stress or anxiety about financial complexity. Education and thoughtfulness leads to the construction of a plan and the feeling of security.

You or your client are struggling with stress and anxiety related to business decisions, market uncertainties, and the challenges of business growth and exiting..

You hit obstacles in meeting your personal or business objectives. HQ Exec offers Management Advisory Services to owners of privately held companies.

You are face complex financial management issues. My firm can provide the expertise of experienced professionals combined with the flexibility and pricing of a boutique firm.

You have a client interesting in improving their HR functions

Personalized Family and Business Planning is a priority

You want a business valuation, you are planning your business exit, or you are ready to go to market and sell your firm.

You are looking to add an experienced corporate attorney to the team. I primarily focus on helping business owners with complex mergers & acquisitions, but my experience includes advising clients on all phases of owning a business.

Credible pro-active and not reactive business/financial/tax/financial forensics/ligation support/other dispute resolution service and/or valuations are required

Your client needs due diligence or to prepare for due diligence and you need someone who will care for your clients well and integrate well with you.

You have any valuation related needs. I have significant experience in business valuation, intangible asset valuation, complex securities valuation, etc.

You require assistance At the Intersection of Law and Accounting; I can help with assessing transactions from valuing business interests to investigating financial representations in due diligence.

There is a need for capital in guiding entrepreneurs, small business owners, startup companies and franchises with Small Business Administration (SBA) lending

Selling a Business

You want to examine the leverage that life insurance may provide, typically for estate planning/tax liquidity, business succession funding or future financial obligations.

You are, or know someone who is considering the sale of their business and need a trusted and confidential intermediary to guide them and manage the entire business sale process

You are looking to transition your business to the next generation and want them to understand the business finances. Or if you want to make sure the financials represent the best of your business.

Valuation needs

Someone is needed to help shepherd along a process to achieve a specific result

You need a business lawyer for a corporate transaction, to help with the structuring of a company, including preparing the entity for a potential sale or purchase of the business

You're ready to treat your business like an asset, and you don't want to pay taxes on the sale..

You want to discuss using and Employee Stock Ownership Plan (ESOP) as a succession planning/exit strategy.

An organization will benefit from C-level coaching / advisory around culture, leadership, team development, organizational focus and/or profitability

Ownership transition, preparing for sale, shareholder buyouts

You are seeking financing to buy our sell a business.

Benjamin Ross Group represents business owners who want to sell their businesses and leave their employees and customers in capable hands.

Your clients are heading towards a liquidity event. I can help transition towards that liquidity event by providing fiduciary expertise, investment advice and BNY Mellon's resources