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... Call anytime - I specialize in QofEs (buy and sell-side), Business Valuations, and the traditional auditing and taxation services
Call Me When... You want to quantify advice you are giving to business owners - to give them confidence to move forward
Call Me When... you want to do something nice for someone you care about, and you're not sure what to get them!
Call Me When... clients that needs financial planning and alternative funding solutions
Call Me When... Company owners need experienced assistance in formulating and executing their growth and exit strategies
Call Me When... You desire a partner that truly understands what’s most important to you and employs an established process to build personalized strategies to assist you in reaching your goals with greater confidence and peace of mind.
Call Me When... Call me when you plan to sell your company (or make an acquisition), now or in the future. I work with private companies in the lower mid-market.
Call Me When... A business is looking to consider ownership change or set up a retirement plan.
Call Me When... your client is getting serious about an offer to sell, so we can explore highly effective tax strategies.
Call Me When... a client wants to see how finance can be used strategically to achieve explosive growth in their business.
Call Me When... A client is unsure they of how much they will need from the sale to keep them retired.
Call Me When... Helping families align business interests with personal goals and/or succession planning. We prioritize service and provide a solutions based approach.
Call Me When... We help entrepreneurs, real estate investors and business owners get access to capital in the shortest period of time with minimum efforts and maximum profits!
Call Me When... Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.
Call Me When... You need more than a traditional wealth manager. BIP Wealth is constantly working and consistently innovating to make your money go further.
Call Me When... you want an independent insurance broker who brings years of experience in solving problems for entrepreneurs and professionals with their other trusted advisers.
Call Me When... You have a CFO that is in need of consulting/advisory services within Operational/Strategic Finance, Executive Serivces Placement. Also for Private Equity and their port co's.
Call Me When... businesses need help reducing their total cost of risk.
Call Me When... Needing to marry investment management with true, holistic financial planning.
Call Me When... I provide financial leadership for companies going thru episodic events (M&A, Bank Refi, turn around etc.
Call Me When... Helping small to lower middle market businesses in healthy or distressed situations with performance optimization, asset maximization, turnaround management, and liquidation.
Call Me When... a business owner looking to consider ownership change who wants to sell for the highest multiple.
Call Me When... You have a client considering the sale of their privately held manufacturing, distribution or business-to-business service company.
Call Me When... As an advisor to business owners, I have a passion for providing high-end wealth planning and investment advice as it pertains to the sale of a privately held business, transferring ownership and wealth to the Nextgen, and navigating retirement
Call Me When... a business owner is interested in selling their business or receiving a valuation of their business; or when a prospective buyer is searching for a business to acquire.
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Gold Sponsors
you need accounting and tax assistance with your next transaction. Our team of dedicated transaction advisory specialists focus on middle market and lower middle market space. We perform services on both the sell and buy side.
You need a new story that gets your customer and the world to know just how awesome, different and valuable your business or organization really is.
Silver Sponsors
Wise and experienced counsel is needed, particularly in respect to ongoing business operations, or future acquisitions or sales.
Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.
Bookkeeping, technical accounting, outsourced controller, compilation, reviews and advisory services to accounting firms.
you want to sell your company, understand the sale process and understand value.
You need more than a traditional wealth manager. BIP Wealth is constantly working and consistently innovating to make your money go further.
You need to assist owners and key decision makers in defining roles and engaging talent as part of business growth and transition planning. Convert people strengths into business performance.
You want a seasoned attorney to assist with any franchise related business, be it a franchisor or franchisee. I love helping start-ups!
your client wants to reduce taxes and give back as part of the exit process.