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... Full service investment banking for privately held, family and founder owned businesses
Call Me When... you have an employee-related issue including court and agency cases, governmental personnel-related audits, or you need counsel on addressing any employee-related issue.
Call Me When... Call me when you or someone you know are in need of Elevator related services. Call when you or anyone you know is selling or buying and elevator related buisness.
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... a business owner(s) are looking to sell their business or discuss their future exit option
Call Me When... you are considering buying or selling a business or simply evaluating your options.
Call Me When... You have a HNW client who needs world class planning and wealth management advice.
Call Me When... Trouble with disengaged employees, Turnover, generational issues
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... You need a professional to discuss your business ownership exit planning options.
Call Me When... Business owner needs help with planning, trusts, investments, personal borrowing
Call Me When... Looking to acquire a small to medium size business
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... Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
Call Me When... there is a need for bespoke wealth management services for families that have accumulated significant wealth and are looking for a sincere, caring and optimistic advisor that truly cares about her clients.
Call Me When... An owner is contemplating the transition of their business and simply wants to know how to proceed.
Call Me When... You are looking for tax efficient solutions when your clients assets are sold.
Call Me When... Insurance Due Diligence. Human Capital Consulting. Group Purchasing Consortiums. Avoid Margin Erosion from insurance costs before going to market or post closing.
Call Me When... Seeking responsive and flexible options for commercial and real estate lending needs.
Call Me When... Your client's would like to optimize or transition their real estate holdings
Call Me When... Navigating the uncharted waters of business transition - optimizing for your success.
Call Me When... A Company Healthy or Stressed wishes to Sell or Mergeneeds new financing Senior and below.
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
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
Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
You need a professional to discuss your business ownership exit planning options.
Gold Sponsors
You have a client that has questions about their corporate legal structure, their transaction, or a dispute
The client may be overpaying for products and services. We provide strategic cost advisory in over 50+ different cost categories and maximize the value of our clients' spend.
Whenever a Company is looking for information about ESOPs or when shareholder in a privately-held business is looking for a liquidity event.
Someone needs operational improvement, sales management consulting, financial management, debt and equity sourcing, M&A advisory services as well as turnaround and distressed asset management work
Helping small to lower middle market businesses in healthy or distressed situations with performance optimization, asset maximization, turnaround management, and liquidation.
Bronze Sponsors
You have a client that has questions about their corporate legal structure, their transaction, or a dispute
The client may be overpaying for products and services. We provide strategic cost advisory in over 50+ different cost categories and maximize the value of our clients' spend.
Whenever a Company is looking for information about ESOPs or when shareholder in a privately-held business is looking for a liquidity event.
Someone needs operational improvement, sales management consulting, financial management, debt and equity sourcing, M&A advisory services as well as turnaround and distressed asset management work
Helping small to lower middle market businesses in healthy or distressed situations with performance optimization, asset maximization, turnaround management, and liquidation.