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
Order
Chapter Events
Platinum Sponsors
You find a B2B professional who need help in building relationships which translate into revenue.
Gold Sponsors
You would like an objective view on an exit you might be considering from a seasoned accounting and consulting professional.
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 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.
You need a corporate attorney
Silver Sponsors
You need more than a traditional wealth manager. BIP Wealth is constantly working and consistently innovating to make your money go further.
Someone has had or is preparing for a liquidity event and needs help evaluating their complete financial situation.
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.
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.
You have a client who is interested in holistic estate and business planning for their family and small business.
You want a seasoned attorney to assist with any franchise related business, be it a franchisor or franchisee. I love helping start-ups!
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.
You want to sell your company, understand current value or build value for a future sale.
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.