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.
Flexpertise® Case Studies
Learn How to Leverage #OneTeam
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!
National Footprint
Our Locations
Los Angeles /
Santa Monica, CA
100 Wilshire Blvd Suite 700
Santa Monica, CA. 90401
Phone - 617-542-7400