XPX Philadelphia
Members

Business and wealth, succession and planning

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

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

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

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

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

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.

Selling a Business

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

You are seeking financing to buy our sell a business.

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

Tax Preparation and M&A work

Valuation needs

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

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.

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 own or sell one day, but you can’t seem to get this thing where you want it.

Personalized Family and Business Planning is a priority

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.

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

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

Financial Reporting and Accounting

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.

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

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

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

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

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

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

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

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.

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.

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

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

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

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.

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.

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

I'm available 24/7

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

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

When any type of financing or equity is needed.

Tax

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

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

A problem needs to be solved

Tax

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

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

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.

You have a question on employee and HR concerns.

You have a client interesting in improving their HR functions

There is a tax question.

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

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

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.

You need tax advice to assist in structuring a transaction

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.

When Building assets are sold through a buy/sell deal, there are always multiple ADA, Egress Code, Architectural, planning/zoning approvals, and Covid transition issues, please call us to help.

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

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.

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

Ownership transition, preparing for sale, shareholder buyouts

You need high quality valuation and advisory services

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

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