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

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.

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

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

There is a tax question.

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

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.

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

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.

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.

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

Business owner acknowledges that they need a new approach to grow their business. This could be part of an exit plan, or a company transformation.

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

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

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.

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

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

Valuation needs

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

Tax

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

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

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.

A problem needs to be solved

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

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

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

You need a Wealth Advisor who understands what you are going through as a small business owner

Mergers & Acquisitions, Partner Buyouts, Business Acquisitions

You need a trusted advisor to work with your team to maximize cash flow through reduction to tax and understanding of financial terms of the deal.

When any type of financing or equity is needed.

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

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

You need tax advice to assist in structuring a transaction

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

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

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.

Business valuation for ESOP, SBA, Exit Planning, Estate and Gift Tax

Ownership transition, preparing for sale, shareholder buyouts

I counsel business owners from startup through sale of their business

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.

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.

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

A small business owner with revenue between 1-10m wants to exit their business but they have no Personal Financial Plan and no strategy to invest the proceeds.

Call me to find additional cash flow by reducing non-personnel, operating expenses. I can help with over 40 cost categories covering: Operational supplies, Medical Services, Logistics, Technology, Banking & Financial Services

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

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

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 seeking financing to buy our sell a business.

Selling a Business

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

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