Flexpertise®
All You Need Is One Team
Law-Strategy-Tax-Capital

Proactive and Predictive Support

Flexpertise®

Through our Flexpertise® process, Exemplar experts from all service areas (Law, Strategy, Capital and Tax & Accounting) will work together with you and your team on achieving the growth initiatives of your company through this foundational relationship together.

As a part of our initial focus, we will work together to review pressing legal needs, capital options and potential growth pathways. We may also discuss and develop business focus, product focus, legacy/end-game goals, business structure, tax plan, and more.

In addition, we will plan the budget for the next calendar quarter and year to determine the necessary pieces of the puzzle from inside professional support to outside expertise, including priority and timing of these items, among other key things we will discover in the course of working together.

We will meet regularly and proactively as we work together to build the business in increments and frequency that keeps an appropriate pace given the day to day demands of its Principals.

Our Service Areas

Law

Corporate / Business Law
Mergers & Acquisitions
Securities
Private Equity, Funds Formation, Venture Financing
Intellectual Property (Patent, Trademark, Copyright, Licensing)
Business Litigation
Employment & Immigration
Business Compliance & Integrity Monitorships
Entertainment, Health & Wellness, Life Sciences

Strategy

Management Consulting
Brand & Growth Strategy
Capital Acquisition Strategy / Capital Readiness
Human Capital Strategy / Compliance
Operational Management & Restructuring
Communication & Technology
Digital Transformation
Organizational Effectiveness

Capital

Private Equity / Investment Banking / Private Placements
Acquisitions & Roll-Ups
Mergers & Acquisitions – Sell Side
Leveraged Buy-outs / Management Buy-outs
Structured Finance
Early Stage Capital Acquisition Team

Tax & Accounting

Tax Optimization
Legacy Planning
Annual / Quarterly Tax Compliance / Filling
Fractional CFO, Controller, Accounting
Account System Setup
Mergers & Acquisitions Accounting
Valuations

National Footprint

Our Locations

Boston, MA-HQ


Office of Supervisory Jurisdiction
10 Post Office Square, Boston, MA 02109
Phone - 617-542-7400

Tampa, FL


Office of Exemplar Tax & Accounting
100 Ashley Dr S #600 Tampa, FL 33602
Phone - 800-314-0653

Silicon Valley / San Jose, CA


Office of Exemplar Companies
1046 W Taylor St # 200 San Jose, CA 95126
Phone - 617-542-7400

New York, NY


Office of Exemplar Companies
394 Broadway New York, NY 10013
Phone - 617-542-7400

Detroit, MI


Office of Exemplar Tax & Accounting
1420 Washington Blvd Detroit, MI 48226
Phone - 800-314-0653

Los Angeles / Santa Monica, CA


Office of Exemplar Companies
100 Wilshire Blvd Suite 700 Santa Monica, CA. 90401
Phone - 617-542-7400

Chicago, IL


Office of Exemplar Companies
1900 E. Golf Road, Suite 950, Schaumburg, Illinois 60089
Phone - 617-542-7400

Denver, CO


Office of Exemplar Tax & Accounting
100 Fillmore St Denver, CO 80206
Phone - 800-314-0653

Gilbert, AZ


Office of Exemplar Tax & Accounting
2200 E Williams Field Rd Suite 200 Gilbert, AZ 85295
Phone - 800-314-0653

How Can We Help?

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