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    • Chapter
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    • Client Industries
      Executive Director
      XPX Global

      You have questions about XPX!

      Dot Creative
      Partner
      Mirus Capital Advisors
      Partner
      AAFCPAs
      President
      Seed to Harvest, LLC

      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.

      Business Intermediary
      Touchstone Advisors

      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

      Partner
      AAFCPAs
      Partner
      Mirus Capital Advisors
      Principal
      Adair Leadership Consulting LLC
      Sr. Wealth Strategist
      Wilmington Trust, N.A.
      Manager
      Time's Up, LLC

      Someone you know wants sound, objective advice on the value of and transition from their small business.

      Principal
      Phinney Caldwell Growth, LLC

      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

      President
      Wealth Planning Resources, LLC
      E. Sr. District Manager
      ADP
      Boston Legacy Planning LLC
      Director of Sales
      SuccessionMatching, Ltd.

      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

      Portfolio Manager
      Welch & Forbes, LLC
      Financial Advisor
      The Bulfinch Group
      Capability Accelerators
      Senior Vice President, Private Client Advisor
      U.S. Trust, Bank of America
      Vice President
      McCarthy Capital
      Managing Director
      US Trust, Bank of America Private Wealth Management
      Partner
      Steiker, Fischer, Edwards & Greenapple, P.C.
      Principal
      KMF Consulting Services
      Managing Partner
      Goloboy CPA LLC
      Founder
      The Mindful CEO
      Tarlow Breed Hart & Rodgers, PC
      Managing Director
      Pilot Hill Advisors LLC
      Partner
      Gesmer Updegrove LLP
      Senior Vice President
      Webster Bank
      Chair
      Vistage International
      Senior Director
      BNY Mellon Wealth Management

      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.

      Executive Resources International, LLC
      Senior Vice President
      U.S. Trust, Bank of America Private Wealth Management
      Financial Advisor
      Fair Weather Strategies, LLC
      Attorney
      John L. Koenig Law, LLC
      Managing Partner
      Bove & Langa, P.C.
      Mediator and Coach
      Cooperative Coaching & Mediation

      Call me when conflict between business owners and their internal or external partners impedes company profitability or cultural cohesion.

      Principal
      Journey Financial Planners
      President
      Newfound Associates
      Managing Director & Shareholder
      Valuation Research Corporation

      a valuation is needed.

      principal
      WOW! transformations
      Principal
      Phinney Caldwell Growth

      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.

      Senior Vice President – Financial Advisor - CIMA® CPWA®
      RBC Wealth Management

      You are a business owner in need of personal financial clarity, some unique lending strategies, looking for sophisticated business and personal retirement planning.

      President
      Administrative Business Resources
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