Members of the Exit Planning Exchange 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 have a client who is in need of sophisticated corporate legal advice and representation for a VC financing, Private Equity recap, and/or M&A event.
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
Call me when conflict between business owners and their internal or external partners impedes company profitability or cultural cohesion.
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 are looking for an Exit Planning Advocate to be by your side during your exit and beyond.
When you need bank financing for working capital, business expansion and commercial building acquisitions.
a business owner is interested in joining a peer advisory group and/or business owner coaching.
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.
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 have a need for financing above $1MM. I work as a General Industries Relationship Manager for TD Bank.
Someone you know wants sound, objective advice on the value of and transition from their small business.
You or your client wants someone to work with them on planning for the human side of creating a successful exit, or planning what's next for themselves, their family, or their employees.
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.
a financing solution is needed to support business initiatives around growth, investment, M&A, operational turnaround, ownership transition, capital structure, liquidity, and enterprise value.
Please call me when you are considering structuring a transaction and for strategic tax planning for individuals.
You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.
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?
You are planning to take your Company to the next level.
You know a business owner looking to grow or transition ownership of their company or a real estate investor with a project.
an entrepreneur needs help managing their investment portfolio and integrating it with other parts of their financial life (e.g. philanthropy, estate, tax, etc.)
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.
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.
When you have a business client which could grow, or execute plans you have helped it develop if it only had additional capital.
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.
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.
Clients are in need of a part-time CFO or COO and an advisor for M&A and capital raise transactions
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.
You are considering selling your company, now or in the future. We work with private companies in the lower mid-market.
Contact us before you sell your business to improve operations and EBITDA quickly without capital expenditures.
Whenever a shareholder in a privately-held business is looking for a liquidity event.
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
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.
Your client needs to leverage their personal balance sheet to create liquidity or your client needs to put a post liquidity plan into place.
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.
Call when thinking of selling your business/company.
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.
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.
you or your client have the desire to evaluate an M&A transaction, raise capital or prepare a top tier sales & growth plan.
Fractional Human Captal Advisory Services: Organizational and Talent Assessment, Succession Planning, Salesforce Effectiveness, Leadership Development, Employee Engagement/Retention.
• 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
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
Call me when you want to sell your company, understand the value of your company, learn about the sale process or need help making an acquisition.
A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.
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.
You are looking to develop a strategic plan to build the value of your 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 have a client who is in need of sophisticated corporate legal advice and representation for a VC financing, Private Equity recap, and/or M&A event.
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
Call me when conflict between business owners and their internal or external partners impedes company profitability or cultural cohesion.
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 are looking for an Exit Planning Advocate to be by your side during your exit and beyond.
When you need bank financing for working capital, business expansion and commercial building acquisitions.
a business owner is interested in joining a peer advisory group and/or business owner coaching.
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.
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 have a need for financing above $1MM. I work as a General Industries Relationship Manager for TD Bank.
Someone you know wants sound, objective advice on the value of and transition from their small business.
You or your client wants someone to work with them on planning for the human side of creating a successful exit, or planning what's next for themselves, their family, or their employees.
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.
a financing solution is needed to support business initiatives around growth, investment, M&A, operational turnaround, ownership transition, capital structure, liquidity, and enterprise value.
Please call me when you are considering structuring a transaction and for strategic tax planning for individuals.
You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.
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?
You are planning to take your Company to the next level.
You know a business owner looking to grow or transition ownership of their company or a real estate investor with a project.
an entrepreneur needs help managing their investment portfolio and integrating it with other parts of their financial life (e.g. philanthropy, estate, tax, etc.)
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.
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.
When you have a business client which could grow, or execute plans you have helped it develop if it only had additional capital.
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.
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.
Clients are in need of a part-time CFO or COO and an advisor for M&A and capital raise transactions
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.
You are considering selling your company, now or in the future. We work with private companies in the lower mid-market.
Contact us before you sell your business to improve operations and EBITDA quickly without capital expenditures.
Whenever a shareholder in a privately-held business is looking for a liquidity event.
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
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.
Your client needs to leverage their personal balance sheet to create liquidity or your client needs to put a post liquidity plan into place.
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.
Call when thinking of selling your business/company.
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.
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.
you or your client have the desire to evaluate an M&A transaction, raise capital or prepare a top tier sales & growth plan.
Fractional Human Captal Advisory Services: Organizational and Talent Assessment, Succession Planning, Salesforce Effectiveness, Leadership Development, Employee Engagement/Retention.
• 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
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
Call me when you want to sell your company, understand the value of your company, learn about the sale process or need help making an acquisition.
A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.
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.
You are looking to develop a strategic plan to build the value of your 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