Connect with the Industry’s Most Powerful Group of Professional Advisors
Private company clients need access to a trusted team of advisors to marshal them to through the various stages of the business lifecycle. The XPX member directory is where you can find a diverse group of experts – and they can find you.
It’s easy to find an expert by using the search box or these handy directories to choose from 12 professions, 75+ areas of functional expertise and 20 client industry categories. Feel free to reach out to the advisors with the expertise you seek. Contact us for further assistance.
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Call Me When... A business owner is seeking an exit or liquidity (full or partial). Or when an owner is looking for a strategic equity partner to accelerate their business’s growth, while increasing its valuation.
Call Me When... We are a team of executive coaches that help companies build culture train managers and help business owners win at life
Call Me When... Our team establishes customized financial strategies aligned to our clients defined goals, and navigating life/business changes to build and protect our clients legacy with intention and purpose.
Call Me When... I am a book writer and publisher. I help business leaders to become business influencers by sharing their stories.
Call Me When... You are ready to sell your business. We maximize multiples and minimize stress.
Call Me When... You need to decide if you will have enough, will it remain enough, and who should eventually get it.
Call Me When... Your clients have "people problems" and need a crystal clear vision, help communicating the vision, accountability and engagement systems to realize the vision and get out of their own way.
Call Me When... ...you are working with a business owner who is contemplating selling or recapitalizing their company. We can assist with pre-sale planning before the event and with wealth management after liquidity has been taken out of the company.
Call Me When... Call me when you plan to sell your company (or make an acquisition), now or in the future. I work with private companies in the lower mid-market.
Call Me When... I provide financial leadership for companies going thru episodic events (M&A, Bank Refi, turn around etc.
Call Me When... your client is getting serious about an offer to sell, so we can explore highly effective tax strategies.
Call Me When... You are in need of preparing your business for sale, or in need of optimizing, scaling, or turning around your business
Call Me When... businesses or entrepreneurs need back-office support (accounting, staffing, marketing, or administrative.)
Call Me When... At any stage of the business cycle you or your client need a wealth management partner experienced in helping coordinate efforts towards both business and personal success.
Call Me When... FRANCHISING, VALUATION, LIT SUPPORT & FORENSICS, IMPROVE OWNER DECISIONS, and CHANGE OR TRANSITIONS ADVISORY
Call Me When... a business owner is looking to prepare their business to sell at a higher multiple by removing themselves from the day to day operations of their business.
Call Me When... Aprio is a full-service CPA-led advisory firm. We work with our clients on valuation, tax, and accounting matters throughout their exit planning process to ensure a successful business transition.
Call Me When... your client would like to address problems around taxes, business continuity and succession, retirement, is disabled or passes away, or wants a holistic retirement distribution plan.
Call Me When... You need a marketing professional to evaluate your current marketing program and to develop a strategic marketing plan.
Call Me When... I focus primarily on SBA lending with the ideal borrower being a small and mid-size businesses in need of capital to facilitate the acquisition of an existing business, buyout a partner, or fund business growth needs.
Call Me When... you need a CPA with extensive knowledge of accounting, tax planning and preparation, investments, private equity and M&A
Call Me When... Experiencing cash flow or profitability issues, low morale retention, or burnout or when an owner needs more flexibility or an organization revamp (i.e., more company structure)
Call Me When... a business owner is interested in selling their business or receiving a valuation of their business; or when a prospective buyer is searching for a business to acquire.
Call Me When... your business owner client needs legal help - whether it's planning what will happen to their business if something happens to them, or just wants to build a more valuable, transferable business.
Call Me When... Bookkeeping, technical accounting, outsourced controller, compilation, reviews and advisory services to accounting firms.
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Gold Sponsors
you need accounting and tax assistance with your next transaction. Our team of dedicated transaction advisory specialists focus on middle market and lower middle market space. We perform services on both the sell and buy side.
You need a new story that gets your customer and the world to know just how awesome, different and valuable your business or organization really is.
Silver Sponsors
Bookkeeping, technical accounting, outsourced controller, compilation, reviews and advisory services to accounting firms.
you want to sell your company, understand the sale process and understand value.
Wise and experienced counsel is needed, particularly in respect to ongoing business operations, or future acquisitions or sales.
your client wants to reduce taxes and give back as part of the exit process.
Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.
You need more than a traditional wealth manager. BIP Wealth is constantly working and consistently innovating to make your money go further.
You need to assist owners and key decision makers in defining roles and engaging talent as part of business growth and transition planning. Convert people strengths into business performance.
You want a seasoned attorney to assist with any franchise related business, be it a franchisor or franchisee. I love helping start-ups!