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 needing pre/post-transaction investment & family planning advice on a business sale, our team and firm structure is setup to help entrepreneurs through the process
Call Me When... You need the help of a team of experts to address complex planning issues around: Business transition, Wealth transfer, Sophisticated income and tax planning. My team consists of a Private Banker, Wealth Planner, and a Trust professional.
Call Me When... We work with business owners and leadership teams of privately held companies, in addition to placing and servicing our clients insurance programs we develop strategies to manage and fund the risks facing their business.
Call Me When... I provide brief pre-retirement coaching to help your clients transition to a satisfying next chapter. Please visit www.donewithwork.org
Call Me When... SBDC - M&A Advisory / Capital Advisory
Call Me When... i can provide SBA financing to complete an acquisition or partner buyout.
Call Me When... want to implement a complete proven system with simple practical tools that helps organizations clarify their vision, become more disciplined in executing their vision and advance as a team.
Call Me When... Your income tax liabilities personally or in your business are too high. Our mission is to help high net worth individuals and businesses reduce their biggest expense TAXES.
Call Me When... you need more than an advisor. Call me when you need leader who will help bridge the gap between what you think is possible and what is actually possible.
Call Me When... You need someone with a wealth of experience in your advisory circle as a small business owner. I have 25 years of Financial Services experience. Through the platform at UBS, I have access to a boutique investment banking network to aid in a sale.
Call Me When... a business has a "getting better" agenda and needs to contain costs on health insurance, reduce employment risk, offload administrative duties and become a better place to work!
Call Me When... We provide creative and customized structured debt solutions to support acquisitions, growth capital, refinancings, and recapitalizations (ownership transfers, distributions, etc.)
Call Me When... you are preparing to take a company through a transformation in order to position it as a platform or add on for PE investors.
Call Me When... you have any question or issue, regardless of whether you think it's a legal question. If I don't know the answer, I can connect you with somebody who does.
Call Me When... you want to inquire about an SBA Loan (7a, 504, Express)
Call Me When... You have questions about SBA lending. Happy to talk to colleagues and clients that are either buying a business OR existing businesses looking for expansion capital at any stage of the business cycle.
Call Me When... HR Specialist- I help C suite exec's & small business owners grow their top line, mitigate risk and cut costs through human capital management
Call Me When... Please contact me when your clients want access to unique investments or have life insurance they no longer need.
Call Me When... A business owner says: “I can’t get my arms around employee healthcare costs”, “ I can’t find and keep good people”, or “I need to take better care of my people”. We become the HR department for SMB CEO's and help increase business value.
Call Me When... Call me when you have questions about the tax possibilities concerning a new venture or transaction.
Call Me When... You need solutions to complex financial problems. I specialize in pre- and post-transaction wealth planning. Focused on a goals-based approach.
Call Me When... Your Expert and Reliable Partner for Merging, Selling and Valuing Closely Held Manufacturing and Related Services Corporations. Business Brokering for companies under $25M in sales.
Call Me When... Business owners (generally family-owned) are ready to begin discussing a proactive process to transition their business.
Call Me When... You have a business owner client needing help finding and fixing problems standing in the way of achieving greater success. I find and fix problems in business systems and processes.
Call Me When... You need help in succession planning, estate planning, tax planning or any audit or accounting needs.
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Platinum Sponsors
You need help in succession planning, estate planning, tax planning or any audit or accounting needs.
Call me when you have questions about the tax possibilities concerning a new venture or transaction.
Please contact me if you are looking for any accounting and business advisory services from a professional CPA.
Gold Sponsors
You need to prepare for business transition, have tax issues or need independent financial statements. We also have access to a full array of advisory services.
Silver Sponsors
want to implement a complete proven system with simple practical tools that helps organizations clarify their vision, become more disciplined in executing their vision and advance as a team.
You have a business owner client needing help finding and fixing problems standing in the way of achieving greater success. I find and fix problems in business systems and processes.
there is a need for a credible commercial real property appraisal or valuation service. We provide an array of commercial property valuation services.
You want thorough and personalized legal representation related to the purchase, sale, or operation of a business in a timely manner.
Your income tax liabilities personally or in your business are too high. Our mission is to help high net worth individuals and businesses reduce their biggest expense TAXES.