You have questions about XPX!
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.
The owner(s) of a privately held business wants fully confidential, no-obligation advice about business transitions: Growth by acquisition, Change in Ownership or Exit Planning
Someone you know wants sound, objective advice on the value of and transition from their small business.
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
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
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 me when conflict between business owners and their internal or external partners impedes company profitability or cultural cohesion.
a valuation is needed.
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.
You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.