Flexpertise®
All In One Team
Law – Strategy – Capital – Tax
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

Exemplar Capital, LLC is a licensed broker-dealer and a Member of FINRA

Investors may review the compliance record of Exemplar Capital, LLC as well as any of its Registered Representatives at FINRA BROKER CHECK.

Exemplar Capital is also a Member of SIPC, which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org.  

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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