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.
Filtered by:
Call Me When... When you or your clients have a problem or issue to solve, I will work diligently to help you solve it!
Call Me When... a business owner is or should be considering considering the next opportunity for their business. Are they expanding? Are they planning to exit or sell? Will they be financially independent?
Call Me When... Our team has the resources and experience to assist our clients answer the all important question, do I have enough money for retirement?
Call Me When... Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
Call Me When... you need financial or tax due diligence services (buy-side or sell-side) in conjunction with an M&A transaction, from a reliable, experienced and responsive CPA.
Call Me When... When a business needs to improve their operations or their leadership needs to develop leadership skills.
Call Me When... your client is looking to make a charitable donation in advance of a business exit.
Call Me When... Your client's would like to optimize or transition their real estate holdings
Call Me When... Thinking about a liquidity event in the near term or over the horizon and want to maximize your enterprise value? We should talk.
Call Me When... The client needs to add a professional sales team to grow revenues and drive exit value
Call Me When... Full service investment banking for privately held, family and founder owned businesses
Call Me When... Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory
Call Me When... you want to maximize the value of your company before exit, or if you need help with financial modeling and financial storytelling
Call Me When... You have a client that is three to five years out from a sale and looking to maximize the value of their business.
Call Me When... Business owner needs help with planning, trusts, investments, personal borrowing
Call Me When... Anytime
Call Me When... I am a middle market commercial lender looking to help businesses grow and thrive by providing bank senior financing to organizations. We provide Revolving Lines of Credit, Equipment Lines of Credit, Term loans and owner occupied mortgages.
Call Me When... Call me when your client is frustrated because their business is not growing as fast as they want. As a business coach I help companies identify and remove growth roadblocks so they can grow faster and with less pain.
Call Me When... You have a client in need of legal services or a question involving a legal or business issue.
Call Me When... Top 20 CPA Firm -Specializing in: Strategy and Technology Transformation, Due Diligence, Consulting & Tax Strategies
Call Me When... Sale MGT Development, Sales and Customer Service Training and Coaching General Mgt Training
Call Me When... you have a question about selling your business or need a valuation
Call Me When... Desire to save tax before selling a business
Call Me When... I am a family business advisor and offer strategic
Contact & Connect
Chapter Events
Tri-State Gold Sponsors
Tri-State Silver Sponsors
Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
Tri-State Bronze Sponsors
You need a professional to discuss your business ownership exit planning options.
Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees
Gold Sponsors
You are looking for tax efficient solutions when your clients assets are sold.
When you need bank financing for working capital, business expansion and commercial building acquisitions.
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.
you want to grow your business from the bottom line up.
Silver Sponsors
you or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.
You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.
Bronze Sponsors
An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.
A business owner is contemplating a transaction (Financing, Sale or Acquisition), even years in advance of a transaction so we can help the owner maximize shareholder value.
A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.