Flexpertise®

How Professional Services Should Be Delivered

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Overview

​Exemplar’s Flexpertise® process is a radical shift in how professional services are delivered. Typically, professional services are provided individually and in a silo, which guarantees lack of communication, inefficiencies and wasted resources. The billable hour is also the standard and has led to professional services relationships being less efficient.

That is where Exemplar comes in. Flexpertise® is an entirely new way to think about professional services. You’re paying for a relationship, not a transaction.  There is no hourly bill, we provide unlimited proactive advice and guidance for a set, value-based price. Service and knowledge are our product through a consistent point of contact that is part of your team. You also receive guidance from across tax, law, strategy and capital. Flexpertise® allows you to focus on the right things at the right time, without having to spend time and money bringing multiple advisors up to speed.  We help you navigate the issues of the week while focusing on the goals of the month.

Flexpertise® goes back to the fundamental principle of relationships and the premise that caring changes the outcome. What we invest in our clients with Flexpertise® includes:

  • Unlimited proactive guidance and advice
  • Weekly, monthly and/or quarterly proactive meetings
  • Business strategy development and ongoing review of goals
  • Catalysts for your continued growth
    • Social capital
    • Joint ventures and deals
    • Access to other customers

Don’t keep spending your time with the old model of professional services.

 

Our Experience

Capital

Private Placements

Mergers & Acquisitions (M&A)

Intellectual Property Assessment 

Restructuring Pre-pack and Bankruptcy 

Company Valuation & Fairness Opinions

Insurance Services and Financial Consulting

Estate Planning

Employee Benefits

Business Continuation Planning

Financial Planning with Flexpertise®

Executive Retention and Compensation

 

Strategy

Business Strategy

Financial Planning 

Coaching and Mentorship

Strategic Capital Planning

Sales/Marketing Assessment/Planning

New and Established Product Strategy

Law

Privacy

Intellectual Property

Corporate Governance

Mergers & Acquisitions

General Corporate Matters

SEC Reporting and Compliance

Private Equity and Venture Capital

Capital Markets and Capital Raising

Compliance

Training

Regulatory Remediation

AML & Compliance Technology

FinTech & Digital Transformation

Regulatory Change Management

Compliance Monitoring & Testing

Policies & Procedures Development

Co-Sourcing & Outsourcing Solutions

Outsourced Compliance Professionals

Outsourced Chief Compliance Officers

Compliance Reporting & Regulatory Filings

Strategy, Risk Assessment & Board Reporting

Tax & Accounting

Audits 

Bookkeeping

CFO Services

Payroll Services

Business Valuation

Financial Controller 

Business Accounting

Real Estate Accounting

Tax Preparation & Assistance 

Optimize Your Business Today!

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National Footprint

Our Locations

Boston, MA-HQ

10 Post Office Square,
Boston, MA 02109

Phone - 617-542-7400

Tampa, FL

100 Ashley Dr S #600
Tampa, FL 33602

Phone - 800-314-0653

Silicon Valley /
San Jose, CA

1046 W Taylor St # 200
San Jose, CA 95126

Phone - 617-542-7400

New York, NY

394 Broadway
New York, NY 10013

Phone - 617-542-7400

Detroit, MI

1420 Washington Blvd
Detroit, MI 48226

Phone - 800-314-0653

Los Angeles /
Santa Monica, CA

100 Wilshire Blvd Suite 700
Santa Monica, CA. 90401

Phone - 617-542-7400

Denver, CO

100 Fillmore St
Denver, CO 80206

Phone - 800-314-0653