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.
Member Directory
Call Me When... Your client is getting serious about an offer to sell, so we can explore highly effective tax strategies.
Call Me When... 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 want to talk exit planning, key man programs, buy/sell funding or managing $ post-exit
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 direction and advice with respect to insurance needs, coverages and education specific to your unique set of circumstances.
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... you are looking to sell your business.
Call Me When... You need me
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... 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.
Call Me When... 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.
Call Me When... Call me if you need a detailed financial due diligence report. We will quickly identify red flags and financial weaknesses that can greatly impact the value of a business.
Call Me When... you have questions about the value of your company or are interested in discussing the future.
Call Me When... clients that needs financial planning and alternative funding solutions
Call Me When... someone has had or is preparing for a liquidity event and needs help evaluating their complete financial situation.
Call Me When... A company needs flexible debt or minority equity for growth, add-on acquisitions, refinancings/ recaps, liquidity or dividends (must have $2.5mm+ of EBITDA).
Call Me When... a client wants to see how finance can be used strategically to achieve explosive growth in their business.
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... A $5-50MM Business needs a CFO Banker for Acquisition, Real Estate, Working Capital, or Equipment Financing or to just help streamline cash flow and financial operations in preparation for an exit.
Call Me When... Valuation, Investment Banking & ESOP Advisory
Call Me When... Company owners need experienced assistance in formulating and executing their growth and exit strategies
Call Me When... You have a complex financial life or have a complex tax transaction to prepare for.
Call Me When... A business owner is considering selling some or all of their ownership stake.
Call Me When... You have a need for understanding of the exposures facing the non-financial assets of the financially successful individuals and families.
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