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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... Property & Casualty Insurance Solutions for HNW/UHNW Individuals & Families
Call me when... a founder-built $3M–$25M business is considering a sale to PE, strategics, or family offices. I’ve owned businesses, hold an MBA, and bridge founders and sophisticated buyers
Call me when... You need capital, advice, and banking solutions
Call me when... a business owner inquires about cash management, retirement plan advisory, and transaction planning
Call me when... You have a client or acquaintance looking to sell a business, buy a business, or raise capital
Call me when... Whether you're selling, transitioning, or passing your business on, now’s the time to start preparing. If you’ve recently acquired a business, focus on building value and setting up a solid succession plan for future success. It's never too early.
Call me when... Your company is at a key transition point and needs a calm, thoughtful, financial leader
Call me when... When a business owner needs strategy and execution support at a pivotal moment in their business
Call me when... conflict between business owners and their internal or external partners impedes company profitability or cultural cohesion.
Call me when... Business owner needs a detailed financial plan from a team of financial advisors before, during or after exit
Call me when... M&A deals fall apart, a company needs a growth or exit strategy, or when you need to build a quality of business report
Call me when... The tax structure of a transaction requires evaluation and understanding
Call me when... you have questions regarding investment management, financial planning, estate planning and general wealth management concerns.
Call me when... Conventional or government supported (SBA, USDA, EXIM etc) financing
Call me when... A middle-market company or PE firm is in need of $2-$25MM for acquisition or other term debt to fuel growth. Loans, working capital lines, acquisition lines, equipment lines, and owner-occupied RE.
Call me when... Acquisition and growth financing for middle market companies
Call me when... A client is looking to increase the performance of their business financially and operationally.
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... you have questions regarding valuations and selling your company
Call me when... you are ready for financial clarity from the owner’s box. I bring transparency, strategy, and coordination to clients financial life to help them avoid blind spots, make confident decisions, and stay on track—no matter what life throws their way.
Call me when... I focus on assisting sponsor backed companies with their insurance needs.
Call me when... Your client needs an executive search to get a successor in place.
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