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 need full service and economical representation in the areas of corporate and commercial business, mergers and acquisitions, commercial real estate and contracts law.
Call Me When... you are considering a control or non-control investment, exit, recap or growth capital.
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... 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 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... Please contact me when your clients want access to unique investments or have life insurance they no longer need.
Call Me When... Caber Hill Advisors is committed to working with business owners and CEO’s so they cansuccessfully fulfill their personal and professional legacies.
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... You are thinking of selling a business, buying a business, starting a business, or raising capital from investors for a business.
Call Me When... Call me for all of your Banking needs whether it be lending, depository, cash management, or wealth management.
Call Me When... An owner needs to consider selling and could benefit from a look at an ESOP or sale to existing management to ensure continuity, liquidity and a flexible transition.
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... Business Brokering for companies under $25M in sales
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... Your clients need help making more money and increasing the equity value of their business.
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 encounter a business owner who would like to understand the value of their business as well as exit strategies
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... We guide sellers and buyers through every facet of the transaction; from planning and enhancing operations pre-sale through the confidential marketing, negotiations and due diligence.
Call Me When... There are any needs or questions in regards to commercial real estate. I'm happy to help in any way I can.
Call Me When... Business owners (generally family-owned) are ready to begin discussing a proactive process to transition their business.
Call Me When... Call me when a business owner you know is feeling anxious or frustrated that they do not have access to the capital needed to run and grow their business.
Call Me When... I work with clients and their trusted advisers to go through an integrated planning process which will help inform an appropriate investment strategy to accomplish stated goals and objectives.
Call Me When... Your business experiences growth and expansion that requires access to capital. SBA lending offers a variety of terms that are flexible and support the growing needs of businesses.
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Platinum Sponsors
Please contact me if you are looking for any accounting and business advisory services from a professional CPA.
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.
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
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.
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.
Business Brokering for companies under $25M in sales
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.