[xpx_Get_Current_ChapterCoverPhotos]
[xpx_Chapter_InnerPage_Breadcrumb]

Members

[xpx_ChapterNavBar_InnerChild]

Members of the Exit Planning Exchange Philadelphia 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. 

    • Profession
    • Functional Expertise
    • Client Industries
    Principal
    HQ Exec

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

    Philadelphia
    Partner
    Stony Hill Advisors

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

    Philadelphia
    CEO
    W & C Associates

    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.

    Philadelphia
    Corporate Architecture- Zoning Planner- Project Manager
    ANCHOR POINT -Architecture, Planning & Project Management

    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.

    Philadelphia
    Owner
    Schwartz Financial

    You are in need of a Business Valuation, Exit Planning and/or Wealth Management. With can put together a Non-qual Deferred Comp plan, Key Man Insurance, set up your Disability Insurance and more

    Philadelphia
    Financial Advisor
    Merrill Lynch

    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.

    Philadelphia
    Director
    CFO Consulting Partners

    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.

    Philadelphia
    President
    Stress Free Family Business

    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.

    Philadelphia
    Partner
    Plunkett Law Group

    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.

    Philadelphia
    Shareholder
    Drucker & Scaccetti

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

    Philadelphia
    Owner
    AILA Limited

    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.

    Philadelphia
    Vice President Commercial Lending
    Parke Bank

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

    Philadelphia
    Managing Member
    Bloom & Bloom, LLC

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

    Philadelphia
    President
    Sandler Training/Strategic Solutions Group

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

    Philadelphia
    VP
    M&T Bank

    a problem needs to be solved

    Philadelphia
    Coach / Chair
    DAB VENTURES, INC.

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

    Philadelphia
    Senior Vice President, Private Client Advisor
    Bank of America Private Bank

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

    Philadelphia
    SVP Director of SBA Lending
    Meridian Bank

    When any type of financing or equity is needed.

    Philadelphia
    Esquire
    Antheil Maslow & MacMinn, LLP

    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.

    Philadelphia
    Partner
    Harvest Business Advisors

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

    Philadelphia
    President & Founder
    Stony Hill Advisors

    Call me when you have a referral.

    Philadelphia
    Financial Transition Planner
    Simone Zajac Wealth Mgmt Group

    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.

    Philadelphia
    Branch Manager and Portfolo Manager
    Calton & Associates, Inc.

    Personalized Family and Business Planning is a priority

    Philadelphia
    Managing Partner
    Benjamin Ross Group

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

    Philadelphia
    Managing Director
    Genova Group LLC

    Valuation needs

    Philadelphia
    Principal Attorney
    Offit Kurman, P.A.

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

    Philadelphia
    Managing Principal
    RolfeAdvisory, LLC

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

    Philadelphia
    Director
    CFO Consulting Partners

    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.

    Philadelphia
    CEO & Founder
    ASPIRA Business Brokers & Advisors

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

    Philadelphia
    Managing Director
    Hempstead & Co.,LLC

    You need high quality valuation and advisory services

    Philadelphia
    Partner
    Benjamin Ross Group

    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

    Philadelphia
    Certified Public Accountants / Litigation & Forensic Consultants
    Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC

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

    Philadelphia
    Financial Services Professional
    New York Life

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

    Philadelphia
    Senior Wealth Director
    BNY Mellon Wealth Management

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

    Philadelphia
    Senior Vice President
    Griffin Stevens & Lee Tax Consulting Network

    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.

    Philadelphia
    President/owner
    irus advisory

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

    Philadelphia
    Partner
    Newton One Advisors

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

    Philadelphia
    Managing Director
    G-Squared Partners LLC

    Ownership transition, preparing for sale, shareholder buyouts

    Philadelphia
    Vice President
    Univest Bank

    You have a transaction that can use senior financing or an SBA loan.

    Philadelphia
    Partner
    Marcum LLP

    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.

    Philadelphia
    Managing Partner
    Calder Associates

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

    Philadelphia
    First Vice President
    44 Business Capital, a division of Berkshire Bank

    Creative financing is needed. We specialize in providing SBA and USDA programs for owner-users nationwide. Loan amounts range from $500K to $5MM

    Philadelphia
    Member
    Eckert Seamans Cherin & Mellott, LLC

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

    Philadelphia
    Principal
    HQ Exec

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

    Philadelphia
    Partner
    Stony Hill Advisors

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

    Philadelphia
    CEO
    W & C Associates

    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.

    Philadelphia
    Corporate Architecture- Zoning Planner- Project Manager
    ANCHOR POINT -Architecture, Planning & Project Management

    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.

    Philadelphia
    Owner
    Schwartz Financial

    You are in need of a Business Valuation, Exit Planning and/or Wealth Management. With can put together a Non-qual Deferred Comp plan, Key Man Insurance, set up your Disability Insurance and more

    Philadelphia
    Financial Advisor
    Merrill Lynch

    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.

    Philadelphia
    Director
    CFO Consulting Partners

    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.

    Philadelphia
    President
    Stress Free Family Business

    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.

    Philadelphia
    Partner
    Plunkett Law Group

    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.

    Philadelphia
    Shareholder
    Drucker & Scaccetti

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

    Philadelphia
    Owner
    AILA Limited

    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.

    Philadelphia
    Vice President Commercial Lending
    Parke Bank

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

    Philadelphia
    Managing Member
    Bloom & Bloom, LLC

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

    Philadelphia
    President
    Sandler Training/Strategic Solutions Group

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

    Philadelphia
    VP
    M&T Bank

    a problem needs to be solved

    Philadelphia
    Coach / Chair
    DAB VENTURES, INC.

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

    Philadelphia
    Senior Vice President, Private Client Advisor
    Bank of America Private Bank

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

    Philadelphia
    SVP Director of SBA Lending
    Meridian Bank

    When any type of financing or equity is needed.

    Philadelphia
    Esquire
    Antheil Maslow & MacMinn, LLP

    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.

    Philadelphia
    Partner
    Harvest Business Advisors

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

    Philadelphia
    President & Founder
    Stony Hill Advisors

    Call me when you have a referral.

    Philadelphia
    Financial Transition Planner
    Simone Zajac Wealth Mgmt Group

    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.

    Philadelphia
    Branch Manager and Portfolo Manager
    Calton & Associates, Inc.

    Personalized Family and Business Planning is a priority

    Philadelphia
    Managing Partner
    Benjamin Ross Group

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

    Philadelphia
    Managing Director
    Genova Group LLC

    Valuation needs

    Philadelphia
    Principal Attorney
    Offit Kurman, P.A.

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

    Philadelphia
    Managing Principal
    RolfeAdvisory, LLC

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

    Philadelphia
    Director
    CFO Consulting Partners

    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.

    Philadelphia
    CEO & Founder
    ASPIRA Business Brokers & Advisors

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

    Philadelphia
    Managing Director
    Hempstead & Co.,LLC

    You need high quality valuation and advisory services

    Philadelphia
    Partner
    Benjamin Ross Group

    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

    Philadelphia
    Certified Public Accountants / Litigation & Forensic Consultants
    Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC

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

    Philadelphia
    Financial Services Professional
    New York Life

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

    Philadelphia
    Senior Wealth Director
    BNY Mellon Wealth Management

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

    Philadelphia
    Senior Vice President
    Griffin Stevens & Lee Tax Consulting Network

    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.

    Philadelphia
    President/owner
    irus advisory

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

    Philadelphia
    Partner
    Newton One Advisors

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

    Philadelphia
    Managing Director
    G-Squared Partners LLC

    Ownership transition, preparing for sale, shareholder buyouts

    Philadelphia
    Vice President
    Univest Bank

    You have a transaction that can use senior financing or an SBA loan.

    Philadelphia
    Partner
    Marcum LLP

    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.

    Philadelphia
    Managing Partner
    Calder Associates

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

    Philadelphia
    First Vice President
    44 Business Capital, a division of Berkshire Bank

    Creative financing is needed. We specialize in providing SBA and USDA programs for owner-users nationwide. Loan amounts range from $500K to $5MM

    Philadelphia
    Member
    Eckert Seamans Cherin & Mellott, LLC

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

    Philadelphia
    Menu