About Our Members
Members of the Exit Planning Exchange – XPX 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.
Someone is needed to help shepherd along a process to achieve a specific result
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.
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.
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.
Credible pro-active and not reactive business/financial/tax/financial forensics/ligation support/other dispute resolution service and/or valuations are required
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
Ownership transition, preparing for sale, shareholder buyouts
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.
You want help understanding the value of your business, your transition options, and what resources/proceeds you will need to accomplish your post business life financial and lifestyle goals.
You are starting a business, selling or buying a business, or need outside general counsel work for your small or emerging company.
You are considering the purchase or sale of a business or want to plan for an exit.
You need legal advice for your business, especially involving litigation in such areas as employment issues, insurance coverage, contracts, business divorces, unfair competition, trade secrets, employee benefits or government regulation.
Owner wants to sell to exit, seek strategic investors, acquire to expand, or needs exit planning advice
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.
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.
Personalized Family and Business Planning is a priority
A business owner needs to know how much they need to net from a transaction in order to meet their goals.
When you need a trusted intermediary to Sell your business,raise funds to grow your business or grow your business through acquisition.
You need tax advice to assist in structuring a transaction
To assist you and your family in pursuing the peace of mind that comes from knowing that the important aspects of your financial life are thoughtfully orchestrated.
You have any valuation related needs. I have significant experience in business valuation, intangible asset valuation, complex securities valuation, etc.
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.
Benjamin Ross Group represents business owners who want to sell their businesses and leave their employees and customers in capable hands.
You have leadership challenges at the top of your organization that must be addressed.
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.
You need financial advice with a full service wealth management team of specialists to assist with investment portfolio management, private banking, wealth planning, trust and fiduciary services.
There is a tax question.
For a holistic approach to meeting your clients financial needs.
You want to discuss using and Employee Stock Ownership Plan (ESOP) as a succession planning/exit strategy.
R4 Risk & Wealth Solutions®, is a multi-generational, family owned boutique specializing in benefits, insurance, and investment advisory services.
A family, client,or contact is looking to sell a business and needs the expertise of tax minimization, planning, escrow, or investment wealth strategies.
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.
A business owner needs help with succession planning, retirement readiness, retirement plan services, and personal financial planning
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.
A problem needs to be solved
You're looking to get liquidity for yourself and/or your shareholders.
You need tax advice for a particular situation or are in need of compliance services.
You need tax advice for a particular situation or are in need of compliance services.
You have a transaction that can use senior financing or an SBA loan.
There is a need for capital in guiding entrepreneurs, small business owners, startup companies and franchises with Small Business Administration (SBA) lending
You need advice on how to manage the risks, taxes and complexities that accompany significant financial and business success
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
You have any legal questions for your business from start-up through daily operations to wind-down.
You need high quality valuation and advisory services
You or your client are struggling with stress and anxiety related to business decisions, market uncertainties, and the challenges of business growth and exiting..
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 have complexity in your financial situation coupled with the benefit of unique wealth. I seek to assist every client with advice that is aligned with their best interest, goals and value.
Strategic Solutions Group is a multi-faceted workforce development company and an authorized Sandler Training center.
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 want a business valuation, you are planning your business exit, or you are ready to go to market and sell your firm.
You need a second opinion on Tax Diversifying Retirement or Insurance concerns including Key Man, Buyout, and Individual Term and Whole Life.
You have any questions on what to consider when making long term plans to to transition out of your business.
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.
Call me when you have a referral.
An organization will benefit from C-level coaching / advisory around culture, leadership, team development, organizational focus and/or profitability
You want to examine the leverage that life insurance may provide, typically for estate planning/tax liquidity, business succession funding or future financial obligations.
Financial Reporting and Accounting
Creative financing is needed. We specialize in providing SBA and USDA programs for owner-users nationwide. Loan amounts range from $500K to $5MM
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
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.
I build upon my experience as an attorney and wealth planning strategist to help business owners transition to the next phase of their life
You hit obstacles in meeting your personal or business objectives. HQ Exec offers Management Advisory Services to owners of privately held companies.
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.