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.
You need to decide if you will have enough, will it remain enough, and who should eventually get it.
Call anytime - I specialize in QofEs (buy and sell-side), Business Valuations, and the traditional auditing and taxation services
You want to explore the intersection of corporate and personal planning.
A client may need to have their life insurance reviewed to make sure they are in the best possible situation as business needs continually evolve.
A client before your client sells their buisness so we can explore high level tax strategies.
Your client needs a non biased review of their existing life, disability, long term care, or executive benefits policies, buy/sell agreements or informal business valuation.
Call me when you need process improvements, technology improvements, operational improvements, due diligence, roadmaps, or agile based proactive business growth.
Wise and experienced counsel is needed, particularly in respect to ongoing business operations, or future acquisitions or sales.
A business owner would like the support of a personal coach to manage a transition or desire to grow quickly. I work with owners that are frustrated with the stress of running their businesses. I guide them to lean into their genius and strengths.
You are a business owner who feels your business is running you. I can eliminate the chaos and help you build a strong team and great results for a successful exit.
You are considering retirement but haven't prepared as well emotionally as you have financially. You would like a strategy and support in making your next chapter your best chapter.
You want direction and advice with respect to insurance needs, coverages and education specific to your unique set of circumstances.
A business owner is considering selling some or all of their ownership stake.
You need business valuation consulting services. Our mission is to provide clients with high quality, cost-efficient valuation and advisory services in a timely manner with the utmost integrity.
You, as a business owner, executive, or professional, are interested in improving business performance or securing your financial future.
Needing to marry investment management with true, holistic financial planning.
Bookkeeping, technical accounting, outsourced controller, compilation, reviews and advisory services to accounting firms.
Businesses or entrepreneurs need back-office support (accounting, staffing, marketing, or administrative.)
If you are owner, President or CEO of a business that has reached the point where it has become difficult to grow your sales results without experienced sales leadership and oversight on your team.
A neutral third-party assessment of business value is needed to assist in large figure decisions.
You want a seasoned attorney to assist with any franchise related business, be it a franchisor or franchisee. I love helping start-ups!
You are ready to address how an employee benefits package customized to your corporate culture can build additional value when you are ready to transfer your business.
Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.
You have a need for understanding of the exposures facing the non-financial assets of the financially successful individuals and families.
You want to sell your company, understand current value or build value for a future sale.
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.
Your client needs a consistent flow of their Best Clients to scale or exit. Not merely more clients, more Best Clients. The Client Whisperer fundamentally changes the trajectory of how business is generated--and who generates it.
Human Capital Needs and Cost Containment/Outsourced HR
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.
Business owner wants a talent retention plan or buy/sell funding
Business owner looking to sell their business, but has no idea where to begin.
A client or owner is lower middle market and looking to sell their company
Email is best way to get in touch with me
You or your client needs a seasoned senior lender and financial services partner with a track record in solving financing problems from the cash conversion cycle to long term capital financing
A business leader is frustrated by a lack of growth, ineffective people, and/or a lack of control. Many times, they feel like the business is running them, and they don’t know how to fix it.
Our team establishes customized financial strategies aligned to our clients defined goals, and navigating life/business changes to build and protect our clients legacy with intention and purpose.
You are looking to sell your business.
You need Instant Human Capital Infrastructure, Fortune 500 Benefits, and expert HR consulting.
Someone has had or is preparing for a liquidity event and needs help evaluating their complete financial situation.
A business is looking to consider ownership change or set up a retirement plan.
You have a client who is interested in holistic estate and business planning for their family and small business.
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.
Your client would like to address problems around taxes, business continuity and succession, retirement, is disabled or passes away, or wants a holistic retirement distribution plan.
Your client needs help growing sales in order to increase value
I am a Fractional CRO/Sales VP and I help companies grow their sales quickly by leading and managing the sales operation for companies needing stronger sales results.
Business owners have a big vision for their company & want to move forward, but don’t know how. I help identify hurdles getting in the way & create a path to profitability they never thought possible.
Someone needs help with their employee benefits program or needs help with Medicare .
You want to quantify advice you are giving to business owners - to give them confidence to move forward
Experiencing cash flow or profitability issues, low morale retention, or burnout or when an owner needs more flexibility or an organization revamp (i.e., more company structure)
Business owners are in need of legal advise relating to general corporate representation, mergers & acquisition, and tax planning related needs.
S.J. Gorowitz Accounting & Tax Services, P.C. is an Atlanta Certified Public Accountant and business advisory firm specialized in the needs of expanding and emerging businesses and their owners.
You have a complex financial life or have a complex tax transaction to prepare for.
FRANCHISING, VALUATION, LIT SUPPORT & FORENSICS, IMPROVE OWNER DECISIONS, and CHANGE OR TRANSITIONS ADVISORY
You are looking for a CPA who will be a part of your team helping you plan ahead, manage your finances and plan for taxes.
Businesses need help reducing their total cost of risk.
You have commercial financing needs for Business Acquisitions, Real Estate purchases and Working Capital.
A client wants to see how finance can be used strategically to achieve explosive growth in their business.
You would like an objective view on an exit you might be considering from a seasoned accounting and consulting professional.
Do you have clients who are re-thinking their financial goals, or perhaps even their life and wealth goals, as a result of the pandemic, market volatility, or a liquidity event?
A business owner is starting to think about exiting and needs someone to run a structured process to value, market, and successfully exit his business
You need web design and digital marketing for lead generation and branding!
You have questions about the value of your company or are interested in discussing the future.
You want to create value in your company, achieve targets and strengthen your company.
Call me when you have a need for a trusted personal risk management advisor for high net worth individuals to partner with you to create effective strategies that protect their wealth and lifestyle
You find a B2B professional who need help in building relationships which translate into revenue.
You want to move on to the next phase of life and live your true purpose. We help transform our clients from being financially successful to living the life of significance!
Business Value needs to increase. Leadership needs development. Strategic planning needs revisiting. Teamwork needs improvement. Executional excellence is desired. Priorities need clarification. Culture needs to change
You need to maximize a sale through deferral of immediate tax obligations and the creative growth of sales proceeds through variable investment, installment sale strategies. Our services are free of charge and can help all parties in a transaction.
You want an independent insurance broker who brings years of experience in solving problems for entrepreneurs and professionals with their other trusted advisers.
1) Best-in-class CEO & Owner Roundtables 2) Double your revenue 3) How to be rich AND happy
There is an issue related to business valuation, or an opinion of business value is needed to support tax reporting, financial reporting, a transaction, or a dispute.
I focus primarily on SBA lending with the ideal borrower being a small and mid-size businesses in need of capital to facilitate the acquisition of an existing business, buyout a partner, or fund business growth needs.
As a CPA and business owner for over three decades, I bring a unique combination of business insights and real-world experiences to help guide you through the different M&A processes.
Clients that needs financial planning and alternative funding solutions
You hear your friend or client is concerned that should they get hurt or pass away, they are afraid their spouses or business partners would be impacted financially by this event.
You need to:- Accelerate Revenue Growth- Innovate New Services or Products- Build/Scale Your Organization
We help businesses grow their bottom line by 50% within 12 - 18 months while helping owners create tax advantaged income and exit strategies. Make More, Take More Time Off, and Pay Less in Taxes (Keep More)
You need a driven, experienced, and business-focused corporate attorney to help structure efficient transactions, close deals, and provide legal guidance to technology, software, and IT companies.
You have a client who went through life's transition such as Sale of Business, Divorce, Inheritance, Retirement, and Widowhood who need wealth management in investment consulting.
Your client's brand rights have not been recognized legally
If you want to build and protect your wealth, mitigate your taxes, and understand how your business and its value can help you accomplish the goals that you have for yourself and your family
Whenever you have a question about Comprehensive Financial Planning, Retirement Planning, Buy/Sell Funding, Investments, Long Term Care, Tax Related Strategies and Creative Options around financials.
As a business broker, I help owners of privately held businesses successfully transition business ownership.
Buying, refinancing, or pulling cash out of your primary home, second home or investment properties.
Office Angels serves as a professional matchmaker, linking small businesses in need of support with smart, reliable, credentialed and experienced professionals who work as needed.
When you want to build your business value, develop Exit Strategy or Sell your Business e for the next phase whether that be internal succession or third party sale.
Aprio is a full-service CPA-led advisory firm. We work with our clients on valuation, tax, and accounting matters throughout their exit planning process to ensure a successful business transition.
Creative dealmaker with real-world experience as entrepreneur and attorney focused on maximizing value, reducing risk and preparing companies to be “transaction ready” for achieving successful exits
Your business needs experienced legal guidance through a sophisticated transaction such as an angel or venture capital financing or a merger or acquisition.
You have a client or prospect that feels there is incremental cash flow hidden in their supply base and they would like to uncover it to put back to work in the business or improve the bottom line.
Business Owners need help with teams, time, systems, and money. They want to sell, expand, or use their business as passive income.
Call me when…. Someone desires to transition to the 3rd quarter of life but lacks confidence for whatever reason to pull the trigger. Because you don’t get do-overs in retirement, I take great lengths helping clients maximize their return on life n
Your client does not have an attorney on staff or a relationship with the law firm that is providing comprehensive general counsel services.
The owner is overwhelmed in the day-to-day and wants to transition the leadership of the business.
Families with $2-10 million of investable assets that have a need for financial planning and/or financial advocacy.
Cash flow projections are an important factor in deciding whether an exit will enable an owner to enjoy a successful retirement. This is where I may add value to the team + asset & risk management. Helping clients to be ready for what's next
I provide financial leadership for companies going thru episodic events (M&A, Bank Refi, turn around etc.
You have questions and thoughts regarding commercial real estate.
Helping families align business interests with personal goals and/or succession planning. We prioritize service and provide a solutions based approach.
A business owner is seeking an exit or liquidity (full or partial). Or when an owner is looking for a strategic equity partner to accelerate their business’s growth, while increasing its valuation.
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!
At any stage of the business cycle you or your client need a wealth management partner experienced in helping coordinate efforts towards both business and personal success.
Call me when a client needs to validate the value and assess potential cyber vulnerabilities of the digital infrastructure in a business planning or by/sell proposition.