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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.
Call me when... The tax structure of a transaction requires evaluation and understanding
Call me when... When a company needs an Client Accounting Services Firm
Call me when... your family business clients need help with strategic planning, profitability, organizational sustainability, professionalism, operating rhythm effectiveness and unexpected problem solving.
Call me when... In an event of; Growth Initiatives, Merger & Acquisition, Exit Planning, Partnership Disputes, Debt or Investment Financing
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 have a client who is in need of sophisticated corporate legal advice and representation for a VC financing, Private Equity recap, and/or M&A event.
Call me when... You are looking to develop a strategic plan to build the value of your business.
Call me when... You need an independent closely held business valuation assessment, quality of earnings and due diligence needs, or a financial forensic investigator.
Terence Shepherd
Citrin Cooperman
Call me when... when you need a catalyst in guiding business owners to discover their personal values, goals and objectives, to ensure their end-in-mind objectives are met upon their business exit and/or transition
Danny Lattanzi ChFC®, SE-AWMA™
Senior Vice President, Wealth Management Advisor
The Weber Group at Merrill Lynch Wealth Management
Call me when... You are seeking guidance on developing a transition strategy for the sale of a business, taking a company public, or to leverage your personal balance sheet to create liquidity.
Call me when... My team at BofA offers tailored capital solutions to help businesses expand, refinance, or prepare for a sale. We will design financing structures that align with your unique business objectives.
Ari Weber
Senior Vice President, Wealth Management Advisor
The Weber Group at Merrill Lynch Wealth Management
Call me when... You are seeking guidance on developing a transition strategy for the sale of a business, taking a company public, or to leverage your personal balance sheet to create liquidity.
Call me when... Sell-Side M&A Advisor focuses exclusively on achieving maximum valuations for private and family-owned companies in a sale or recapitalization of the businesses valued between $20 - $200 million.
Call me when... You or your clients have a matter that could have significant impact on a business, its owners or employees, or customer/supply chain.
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... A business is planning a significant transition.
Call me when... You have a client who could benefit by proactively managing their company to minimize financial risk, optimize value, understand their results, be proactively prepared for an eventual exit, and ensure efficient access to debt and equity.
Call me when... You or a client needs experienced deal counsel for middle market transactions.
Call me when... you are contemplating a significant company transaction, whether it is to grow the company through capital raising or acquisition or to sell the company
Call me when... when a business owner is interested in considering the sale of their business, wants to how the M&A process works, and how to increase the value of the company between now and a liquidity event.
Call me when... your closely held or family owned business client is ready to strategize or implement an internal or external transition.
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... A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.
Call me when... stewards of private businesses need a trusted team for unbiased advice
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