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... When you need a sounding board to test your strategy, goals and plans or to solve a sales trend, earnings or cash flow problem.
Call Me When... you want to inquire about an SBA Loan (7a, 504, Express)
Call Me When... There are networking opportunities
Call Me When... SBDC - M&A Advisory / Capital Advisory
Call Me When... You need an affordable and custom approach to stabilizing, scaling, or growing a business. Or to turnaround or prepare a business for sale. Experience as CEO, CFO, COO, & Head of Marketing & Sales.
Call Me When... Call me when you have questions about the tax possibilities concerning a new venture or transaction.
Call Me When... you have a client with loan and/or treasury management needs.
Call Me When... Financing is needed for small business owners - SBA 7(a) and SBA 504 programs
Call Me When... You or your company needs to explore options on selling or prior to retirement planning. Goldberg Heinze specializes in manufacturing companies, metalworking, companies up to $25M in revenue.
Call Me When... A business needs their accounting / tax records in order or is getting ready to execute buy / sell activity.
Call Me When... Caber Hill Advisors is committed to working with business owners and CEO’s so they cansuccessfully fulfill their personal and professional legacies.
Call Me When... You are looking to maximize the value of your business by selling your company, making an acquisition or looking to maximize capital structure...
Call Me When... a business leader or owner is thinking about transitioning the management or ownership of a business. The best transitions start 5 years ahead of the actual transtion.
Call Me When... you need more than an advisor. Call me when you need leader who will help bridge the gap between what you think is possible and what is actually possible.
Call Me When... I help small to mid-size businesses put get their revenue generation back on track by building a solid sales infrastructure that addresses strategy, processes and execution creating a path to sustainable sales growth.
Call Me When... You encounter a business owner who would like to understand the value of their business as well as exit strategies
Call Me When... Insurance Broker and Risk Manager focusing on privately held emerging and middle market firms.
Call Me When... want to implement a complete proven system with simple practical tools that helps organizations clarify their vision, become more disciplined in executing their vision and advance as a team.
Call Me When... there is a need for a credible commercial real property appraisal or valuation service. We provide an array of commercial property valuation services.
Call Me When... a business has a "getting better" agenda and needs to contain costs on health insurance, reduce employment risk, offload administrative duties and become a better place to work!
Call Me When... You need solutions to complex financial problems. I specialize in pre- and post-transaction wealth planning. Focused on a goals-based approach.
Call Me When... You need the help of a team of experts to address complex planning issues around: Business transition, Wealth transfer, Sophisticated income and tax planning. My team consists of a Private Banker, Wealth Planner, and a Trust professional.
Call Me When... 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
Call Me When... you have any question or issue, regardless of whether you think it's a legal question. If I don't know the answer, I can connect you with somebody who does.
Call Me When... You need full service and economical representation in the areas of corporate and commercial business, mergers and acquisitions, commercial real estate and contracts law.
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Platinum Sponsors
Please contact me if you are looking for any accounting and business advisory services from a professional CPA.
You need help in succession planning, estate planning, tax planning or any audit or accounting needs.
Call me when you have questions about the tax possibilities concerning a new venture or transaction.
Gold Sponsors
You need to prepare for business transition, have tax issues or need independent financial statements. We also have access to a full array of advisory services.
Silver Sponsors
Business Brokering for companies under $25M in sales
You have a business owner client needing help finding and fixing problems standing in the way of achieving greater success. I find and fix problems in business systems and processes.
want to implement a complete proven system with simple practical tools that helps organizations clarify their vision, become more disciplined in executing their vision and advance as a team.
there is a need for a credible commercial real property appraisal or valuation service. We provide an array of commercial property valuation services.
You, your clients or contacts have passive and/or C-Corp annual income tax liabilities in excess of $400K annually for a complimentary analysis of the tax impact from the purchase of discounted Renewable Energy Tax Credits.
You want thorough and personalized legal representation related to the purchase, sale, or operation of a business in a timely manner.