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 are looking for a consultative conversation around scaling a business, analyzing employee related costs, or preparing a company for exit. We offer a tech and HR solution for SMBs for benefits, risk & compliance. And looking for new eco partners
Call Me When... You have a client that has questions about their corporate legal structure, their transaction, or a dispute
Call Me When... Business owner wants to set company up for exiting, growth,
Call Me When... Considering an exit or sale from a business to understand options available and planning techniques to consider for preserving wealth and ongoing growth
Call Me When... When you're looking to sell your business, make an acquisition or raise growth capital
Call Me When... if you need to invest vast quantities of personal assets.
Call Me When... As part of the exit planning process, call me when a small or mid-sized business owner wants to understand the confidential transaction process, valuation drivers, and pitfalls to avoid while selling their business to a third party.
Call Me When... your company requires structuring and obtaining customized financing and/or capital solutions to meet its objectives, or is interested in securing optimized terms and conditions for its sale through a highly managed process.
Call Me When... Your Looking to purchase or sell a company or need a valuation done.
Call Me When... You need an attorney for your Florida legal transactions, including real and personal property, secured financing, mergers and corporate transactions. Strategy, negotiation, due diligence and execution are my strengths.
Call Me When... you need a professional who recognizes that each transaction is unique and the suite of services required varies with each transaction.
Call Me When... A business is in need of financing, doing an acquisition or considering the sale of part or the entire company.
Call Me When... A client needs a fiduciary adviser to oversee the sale of his business and wealth management during and after exit.
Call Me When... A business owner or entrepreneur is ready to create a new business or wants to buy or sell and existing business.
Call Me When... When you want to get profit-driving insights out of your company's data
Call Me When... a CXO or Owner want to increase cash flow to meet unfunded business needs, capital expenses, or want to increase EBITDA to increase business sale value.
Call Me When... Looking to work with motivated business sellers to maximize proceeds at closing.
Call Me When... You have a business need with a tax angle, but you don't want the tax tail to wag the dog.
Call Me When... Strategic Operating and Business Development leader with a track record of increasing revenue, profits and market share growth for technology and financial services providers.
Call Me When... You are ready to start to prepare your business for sale for a confidential consultation!
Call Me When... A Founder owned business is looking for an investor or exploring a sale of their business.
Call Me When... You want to improve culture or communication. You want to uplevel your sales or marketing. You want to improve your presentation skills
Call Me When... you need help evaluating a business owners personal financial plan. Income after the sale of a business is crucial, and most business owners have no idea what their income will look like after the sale of their business. I can help them.
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Annual Sponsors
your company requires structuring and obtaining customized financing and/or capital solutions to meet its objectives, or is interested in securing optimized terms and conditions for its sale through a highly managed process.
Considering an exit or sale from a business to understand options available and planning techniques to consider for preserving wealth and ongoing growth
You are ready to start to prepare your business for sale for a confidential consultation!
A Founder owned business is looking for an investor or exploring a sale of their business.
Strategic Operating and Business Development leader with a track record of increasing revenue, profits and market share growth for technology and financial services providers.
You need an attorney for your Florida legal transactions, including real and personal property, secured financing, mergers and corporate transactions. Strategy, negotiation, due diligence and execution are my strengths.
Bronze Sponsors
you need to buy a business/buy out a partner or finance owner occupied commercial real estate above the SBA 7a loan limits
you need help with your business space / property (buy, sell, lease, develop)
Fractional HR support/managed HR services- PuzzleHR provides through HR Due Diligence pre and post acquisition
Business is looking for funding to acquire another business, finance growth, buy real estate, equipment financing, refinance to improve cash flow and looking for advice on succession planning.
Succession/liquidity planning options ("Consulting"), access to the debt or equity capital markets ("Corporate Finance"), or navigating the sale process for their business ("M&A Advisory").