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.
Call Me When... There is a need for commercial insurance and employee benefits consulting, with a focus on Captive Insurance.
Call Me When... EMPLOYMENT LAW ATTORNEY SPECIALIZING IN ALL MATTERS OF EMPLOYEES IN THE FINANCIAL INDUSTRY
Call Me When... You are working with a business owner: who can benefit from pre- and post- transaction analysis and financial modeling to evaluate the impact and tradeoffs of various deal structures.
Call Me When... You are seeking wealth advisor who is an expert in financial planning and investing for business owners and is a Certified Exit Planning Analyst.
Call Me When... your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business
Call Me When... You are seeking financing in support of working capital, owner-occupied real estate, acquisitions, equipment, ESOPS and Fund Finance.
Call Me When... either you or your client can benefit from trusted advise in the tax, accounting, or advisory space!
Call Me When... You need a professional to discuss your business ownership exit planning options.
Call Me When... you or your client needs help planning for a liquidity event such as a sale, IPO, or merger. We are a nationally recognized team that helps owners make important decisions for them and their families.
Call Me When... legal-business services
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... neeed for Tax consulting, Entity Structure, Qaulity of Earnings and transaction advisory
Call Me When... organizations need to save money and time so they can improve their EBITDA
Call Me When... Exit or Succession Planning, Advisory Board
Call Me When... Call when your client needs sophisticated wealth planning or complex lending.
Call Me When... Full service investment banking for privately held, family and founder owned businesses
Call Me When... An owner is contemplating the transition of their business and simply wants to know how to proceed.
Call Me When... I'm available 24/7
Call Me When... You want to expand and grow your investing strategy to secure an optimal diversified stock portfolio that protects your wealth.
Call Me When... We are an M&A firm that specializes in business sales and exit strategies for small business owners with our "sweet spot" being companies with revenues between $5 million to $25 million.
Call Me When... you want to speak with a financial advisor with over 35 years of experience serving multi-generational families and family-owned business owners
Call Me When... Trouble with disengaged employees, Turnover, generational issues
Call Me When... As a corporate financial planner, my firm helps to prepare business owners with a written financial plan that focuses on different types of selling options in advance of a sale
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