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Our Chapter pages are currently undergoing updates. This may affect Chapter member directories, leader directories, Sponsor sections and other areas during this process. We apologize for any inconveniences caused.
About Our Sponsors
[chapter_name] sponsors are leading companies that serve owners of privately-held businesses and their advisors. Check them out, get in touch and thank them for their support! If you would like to learn about becoming a sponsor of the DC Metro chapter of the Exit Planning Exchange, please download our Sponsor Opportunities and contact Angie Ellis.
About Our Sponsors
[chapter_name] sponsors are leading companies that serve owners of privately-held businesses and their advisors. Check them out, get in touch and thank them for their support! If you would like to learn about becoming a sponsor of the DC Metro chapter of the Exit Planning Exchange, please download our Sponsor Opportunities and contact Angie Ellis.
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Call me when... You or a client needs experienced deal counsel for middle market transactions.
Call me when... you or your client wants a secure, systematic approach to managing your books and need monthly financial reporting to make informed decisions to grow your business.
Call me when... you are in need of estate planning, tax, and succession planning assistance.
Call me when... financial planning and wealth management needs arise.
Call me when... you need legal advice for a M&A transaction, debt financing, or other corporate transaction.
Call me when... When a company needs a Client Accounting Services Firm to help to solve financial management challenges, need ongoing accounting and bookkeeping support, and any QuickBooks order fulfillment.
Call me when... You are considering selling your company, now or in the future. We work with private companies in the lower mid-market.
Call me when... Professional trustee services and investment management. New Hampshire trusts (tax benefits). Comprehensive wealth, tax, trust, estate and investment planning. Nonprofit endowment management.
Call me when... A commercial company needs financial statement attest services (audit, review, compilation) and/or needs assistance interpreting and applying or adopting US GAAP accounting standards.
Call me when... A business owner wants to maximize value by providing a credible growth story and platform for the buyer
Call me when... You have any questions about you or your clients personal financial situation, estate, investment, and cash flow planning pre or post sale.
Call me when... a client needs to know the value of what they have and the logic that drives the number.
Call me when... You or a client is looking for a world-class CFO on a part-time or fractional basis.
Call me when... you or your client are considering a liquidity event withint the next 1-5 years. Bernstein provides exceptional resources and counsel throughout the pre-transaction planning and sale process, in addition to best in class investment management.
Call me when... Valuation Advisory; Gifting Valuation; Estate Valuation; Transition, Exit, Succession Planning; and Value Enhancement needs arise.
Call me when... Your business or you need customized investment management, estate planning, private banking, and/or lending.
Call me when... a buyer of a small business is looking for equity financing or a seller of a business with EBIT < $2M is looking for buyers
Call me when... you have a transitioning owner who has mixed feelings or concerns about selling their business and whatever comes next. Transition coaching can ensure a smoother path to exit and reduce the chances of last-minute surprises at closing.
Call me when... You need accounting and advisory expertise paired with genuine care, so you can make confident decisions, seize opportunities, and achieve lasting success.
Call me when... you are exploring liquidity needs or managing equity compensation
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