Benefits of BXO Advisory Services
As a business owner, establishing a team of experienced advisors is key to creating long-term growth and success. Do you have an advisory team that can support you on the day to day challenges?
BXO Advisory Council
The council is made up of experienced advisors selected based on their specific area of expertise, successful track record working with business owners, and the ability to have the greatest impact on Enterprise Value.
Bruce Altman
Partner, Eureka Capital
Over 30 years as investment banker focused on working with business owners. His work has spanned a number of industries including building products, fabricated components, specialty materials, industrial technology, consumer products and business services.
Stephen King
President and CEO, GROWTHFORCE
Steve’s experience with accounting system design, technology development, and management services spans over three decades. Stephen has the ability to visualize the future of accounting and assemble a highly qualified and motivated team.
Susan R. Schoenfeld, JD,LL.M.(Taxation), CPA, MBA
Founder, Wealth Legacy Advisors LLC.
Susan R. Schoenfeld, JD, LL.M. (Taxation), CPA, MBA, is CEO and founder of Wealth Legacy Advisors LLC. She is an award-winning Thought Leader to families of wealth,.
A National Network of Over 300 Advisors
Your Transition & Succession Team Should Include:
Trust & Estate Advisors
suggest strategies to minimize the tax impact of transferring assets to beneficiaries, such as taking advantage of tax exemptions and deductions, using trusts, or gifting property.
M&A
Attorneys
suggest strategies to minimize the tax impact of transferring assets to beneficiaries, such as taking advantage of tax exemptions and deductions, using trusts, or gifting property.
Investment
Bankers
assist with valuing the business, determining the best price, and identifying potential buyers. They also help to structure and negotiate the sale, and assist with due diligence.
Exit Planning
Advisors
plays a critical role in helping business owners prepare for and execute a successful sale. They provide guidance from planning and preparation to negotiating and closing the transaction.
Valuation Specialist
works closely BXO and plays a crucial role in a business sale by determining the fair market value of the company. This information is critical for both the buyer and the seller, as it sets the foundation for negotiations and helps to establish a fair and equitable price.
Accountants:
CPA's
provide essential financial information and analysis to support BXO and the transaction team conduct a successful sale. They are responsible for preparing and reviewing financial statements, tax returns, other financial records critical to the due diligence process, and work with BXO to help identify financial issues.
Wealth
Managers
help business owners manage their financial affairs before, during, and after the sale by providing advice and guidance on, financial topics, investment strategy, asset allocation, risk management, and estate planning. They help structure finances in a way that supports their goals and objectives.
Business Consultants
are crucial to the preparedness process. Many businesses have internal issues that may detract from business value or keep a business from selling. BXO works closely with and project manages all value enhancement projects leading up to a sale. In some cases these projects take longer than six months.
