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... You are ready to sell your business. We maximize multiples and minimize stress.
Call Me When... the value of a business or business interest drives a material decision in your client's life.
Call Me When... a business owner looking to consider ownership change who wants to sell for the highest multiple.
Call Me When... FRANCHISING, VALUATION, LIT SUPPORT & FORENSICS, IMPROVE OWNER DECISIONS, and CHANGE OR TRANSITIONS ADVISORY
Call Me When... Bookkeeping, technical accounting, outsourced controller, compilation, reviews and advisory services to accounting firms.
Call Me When... Helping small to lower middle market businesses in healthy or distressed situations with performance optimization, asset maximization, turnaround management, and liquidation.
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... Human Capital Needs and Cost Containment/Outsourced HR
Call Me When... A business owner is looking to integrate asset and debt management in one place.
Call Me When... your client wants to reduce taxes and give back as part of the exit process.
Call Me When... a business owner client of yours is wanting to exit but wants also to increase the business value prior to sale. Also if the Business Owner needs to determine what sale amount will produce a sustainable future income, I can help determine that.
Call Me When... You want to move on to the next phase of life and live your true purpose. We help transform our clients from being financially successful to living the life of significance!
Call Me When... you have a business owner that needs confidence they can plan for a work options lifestyle. Good business strategy is always exit planning.
Call Me When... We help entrepreneurs, real estate investors and business owners get access to capital in the shortest period of time with minimum efforts and maximum profits!
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 desire a partner that truly understands what’s most important to you and employs an established process to build personalized strategies to assist you in reaching your goals with greater confidence and peace of mind.
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... businesses need help reducing their total cost of risk.
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... A business needs Credit, Treasury, Merchant Services, Trust, RE, SBA
Call Me When... You want to quantify advice you are giving to business owners - to give them confidence to move forward
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... You have a complex financial life or have a complex tax transaction to prepare for.
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... Company owners need experienced assistance in formulating and executing their growth and exit strategies
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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.
you find a B2B professional who needs help with business development, their value proposition, and pricing their services
Silver Sponsors
your client wants to reduce taxes and give back as part of the exit process.
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!
Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.
you want to sell your company, understand the sale process and understand value.
Bookkeeping, technical accounting, outsourced controller, compilation, reviews and advisory services to accounting firms.
You need more than a traditional wealth manager. BIP Wealth is constantly working and consistently innovating to make your money go further.
Wise and experienced counsel is needed, particularly in respect to ongoing business operations, or future acquisitions or sales.