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... the owner of a privately held business begins the process of planning and preparing for their eventual exit from their business, whether it be an inside sale or a sale to a third party.
Call Me When... Commercial banking, investment real estate financing, SBA,SBA 504 and USDA guaranteed loans, owner-occupied real estate financing
Call Me When... you have a business to sell and want the new owners to preserve the business name and treat the employees well.
Call Me When... Your company or a client needs help with sales. I can help them fix it, build a strategic plan, implement the plan, and coach a sales leader.
Call Me When... You want to increase your profits and manage your business stress!
Call Me When... Facilitate use of a Defined Benefit Pension Plan to enhance the buyer's ability to acquire the business and seller to have a smooth exit
Call Me When... business hours.
Call Me When... you want to know the how your business fits into an overall financial plan: Transferable asset; Lifestyle Asset; or Investment Asset.
Call Me When... You are working with a business owner who needs comprehensive wealth planning related to the sale of their business.
Call Me When... 9am - 5pm Monday thru Friday
Call Me When... You need a business valuation or forensic accounting to assist you in making critical financial decisions
Call Me When... An owner wants to explore the 9 ways to retain and reward their key people and needs an organization that can design, install, manage, administer and can handle all the due diligence.
Call Me When... I work with my PNC Private Bank partners, as well as with outside partners, to offer our clients financial solutions that meet the needs of them and their families.
Call Me When... Please call me before your exit is forced upon you without a plan, by circumstances out of your control.
Call Me When... You have a Construction company with an XPX need
Call Me When... You or a client needs advise on how best to sell or acquire a business.
Call Me When... You have a questions about anything that you think I may be able to help with. Also, if you are seeking comprehensive financial planning and want to hear about how our team delivers that.
Call Me When... Commercial banking, treasury management, merchant services, wealth planning, asset protection, currency hedging, interest rate derivatives
Call Me When... We help owners and founders sell their businesses confidentially and for maximum value
Call Me When... it's convenient for you!
Call Me When... you have any question regarding buy-sell agreements, family estate planning, or nonprofit organization issues.
Call Me When... You have a client exploring the possiblity of selling the business, I can provide a complimentary Opinion of Value and general guidance of what to expect from the selling process.