About Our Members
Members of the Exit Planning Exchange – XPX New Jersey 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.
Member Directory
A client needs help in successfully implementing financial and operational improvements, completing acquisitions and divestitures, growth and business development, and restructuring and turnarounds.
You are looking to maximize the value of your business by selling your company, making an acquisition or looking to raise debt or equity.
I support all industries involved with Commercial Real Estate Transactions through title insurance, 1031 Exchanges, searches, closing services.
You are looking for a new wealth manager, will be selling a business in the near future or have recently sold a business, need a wealth planner
You or your client are considering an acquisition or sale, or if you are evaluating a debt or equity capital raise.
We are an M&A firm that specializes in business sales and exit strategies for small business owners with our "sweet spot" being companies with revenues between $5 million to $25 million.
You or your client needs/wants to increase profitability, cash flow, understand their company's value and work towards developing a business transition solution that meets their needs and goals.
Valuation, succession planning, pre or post transaction needs, need for new accountant, tax support, restructuring, financial risk management
You or your clients have tax or business legal needs, including commercial agreements, executive compensation, tax planning, tax controversy and M & A counsel
You are frustrated with the volume of non-revenue generating activities you perform or are concerned that you are not receiving the financial information you need to move your business forward.
Pre-post planning for business owners. ($5MM Minimum)
As a corporate financial planner, my firm helps to prepare business owners with a written financial plan that focuses on different types of selling options in advance of a sale
Pre-liquidity planning will help business owners define their personal and professional goals to confirm your business strategy and recommendations
Companies or executives looking for ways to reduce employee acquisition costs and improve employee retention providing an alternative to “Stay Bonuses” including more flexibility, higher net income, increased benefits and reduced risk. Business owner
You are looking for a new wealth manager, will be selling a business in the near future or have recently sold a business, need a wealth planner
When you think you have out grown your accountant or feel like a nobody with your current accountant. Our firm size enables us to provide expert services while providing personal service.
Feel free to contact me if you have questions regarding the planning or execution your business succession.
Chapter Events
Tri-State Silver Sponsors
Call me when....clients are approaching a liquidity event.
Tri-State Bronze Sponsors
Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
If your client needs to build a more scalable, sustainable business that is easier to manage and measure. We develop and execute operations, technology, and people strategies.
When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees