About Our Members
Members of the Exit Planning Exchange – XPX New England Chapter are a select group of expert advisors to privately-held businesses. These diverse experts are chosen by their peers for their expertise and shared values that include: Work collaboratively, Put the client first, Think long term, Consider the human angle and Always be learning.
It’s easy to find an expert by using the search box or these handy directories to choose from 12 professions, 75+ areas of functional expertise and 20 client industry categories. Feel free to reach out to the advisors with the expertise you seek. Contact us for further assistance.
You've made an acquisition and are asking "Now what?" I work with CEOs and owners to grow their businesses by planning acquisitions and post-merger integrations to increase revenue and reduce costs.
Your client cannot decide whether to sell,. transfer or wind down their business. I will help them decide, create a succession plan and get matched to the right advisors and buyers
Legal Services are needed.
You want to avoid having a deal blow up because the owner's mixed feelings surfaced in the form of seemingly irrational objections, concerns, or requests at the closing.
An entrepreneur needs help managing their investment portfolio and integrating it with other parts of their financial life (e.g. philanthropy, estate, tax, etc.)
Call me when you want to sell your company, get a valuation of your company, learn about the sale process or need help making an acquisition.
When you believe a client may benefit from a discussion on the value of life and or disability insurance to protect the value of the personal wealth and also of that of their business.
There is a request for traditional debt financing, should it be fully secured/C&I or cash flow with an amortizing air ball or an ESOP loan.
Whenever a shareholder in a privately-held business is looking for a liquidity event.
A business owner is struggling with poor earnings and cash flow. We help owners understand and use their financial reporting to improve profitability and cash flow.
You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.
Someone you know wants sound, objective advice on the value of and transition from their small business.
....You have a trusted relationship who desires to divest his/her business and requires a competent, knowledgeable and transparent advisor to help navigate through the transaction
• You're tired of missing expectations
• Your operating performance is negatively affecting your ability to grow
• You want to implement growth strategies but lack scalable business processes
Call when thinking of selling your business/company.
Contact us before you sell your business to improve operations and EBITDA quickly without capital expenditures.
We provide consultative services that help HNW individuals, business owners and their trusted advisors with the real estate component of their investment portfolios and/or their business.
Sell-Side M&A Advisor focuses exclusively on achieving maximum valuations for private and family-owned companies in a sale or recapitalization of the businesses valued between $20 - $200 million.
When you have a business client which could grow, or execute plans you have helped it develop if it only had additional capital.
You'd like to compare your costs to industry benchmarks. If we find you're paying more than you need to, we'll negotiate savings.
A member of the Top 100 accounting firms, and northern New England’s largest, we are a full-service accounting, assurance, and consulting firm, working with clients in the US and around the world.
Phinney Caldwell Growth significantly improves performance in middle market companies. Our firm works closely with owner operators and families to help them design and execute plans that work
Fractional Human Captal Advisory Services: Organizational and Talent Assessment, Succession Planning, Salesforce Effectiveness, Leadership Development, Employee Engagement/Retention.
A business owner is interested in joining a peer advisory group and/or business owner coaching.
I focus on assisting the private equity and family office community through my insurance expertise. I support transactions, fundraising, and help the ecosystem source deals.
You or your client have the desire to evaluate an M&A transaction, raise capital or prepare a top tier sales & growth plan.
Call me when conflict between business owners and their internal or external partners impedes company profitability or cultural cohesion.
You (or someone you know) are in need of assistance in planning for, and executing on your/their own personal & family exit from the ownership of a closely-held-business
You know a business owner looking to grow or transition ownership of their company or a real estate investor with a project.
You or your client wants to sell your business, buy a business, understand value, and or raise capital.
A potential sale of your company will not yield the proceeds you need; you need to increase your valuation and exit potential. Readiness for a sale requires improving profitability and growth.
A financing solution is needed to support business initiatives around growth, investment, M&A, operational turnaround, ownership transition, capital structure, liquidity, and enterprise value.
You are starting to think about your eventual transition from your business, but don't really have an understanding of the whole transition process and what your actual exit options are.
Please call me when you are considering structuring a transaction and for strategic tax planning for individuals.
A client is look to raise debt, either through our direct lending platform at Monroe Capital or wants to retain an advisor to raise the debt through Monroe Credit Advisors
You, or someone you know or are working with, are either exploring the potential sale of a business or would like counsel as to how to begin the process, including positioning the business for future sale.
You are looking for an Exit Planning Advocate to be by your side during your exit and beyond.
You have a need for financing above $1MM. I work as a General Industries Relationship Manager for TD Bank.
Before the client sells the business and wants help figuring out: Do I have enough money? What should I do with the money? What do I need to know to make the best decisions for myself and my family?
Call me when you have a business in transition. I provide real solutions as a fractional CEO, operational CFO, experienced succession planner and as an operating executive.
You need corporate finance or merger/acquisition services
A valuation is needed.
Clients are in need of a part-time CFO or COO and an advisor for M&A and capital raise transactions
You are buying or selling a business and require a Quality of Earnings analysis.
A client needs financial planning advice and wealth management as early as possible in a transaction, where they will have at least $5M in investable assets.
You have a client or acquaintance looking to sell a business, buy a business, or raise capital
Your client needs to leverage their personal balance sheet to create liquidity or your client needs to put a post liquidity plan into place.
You are a US business seeking to sell and are interested in tapping into our expertise regarding overseas buyers, or you are a non-US business looking to expand (including via M&A) into the US market
You are considering selling your company, now or in the future. We work with private companies in the lower mid-market.
You need help to understand your cash flow, establish and measure key indicators of performance or stage your operation for the rigor of a due diligence review or to perform a due diligence review.