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 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
When business owners need assistance in navigating the complexities of exiting planning and/or business valuation.
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.
Historical and future financial reports need to be restructured, corrected, and customized. Streamline accounting procedures. Quarterly accountability to stay on track for projected growth
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.
Business owner looking to sell their business, but has no idea where to begin.
The owner is overwhelmed in the day-to-day and wants to transition the leadership of the business.
A client wants to see how finance can be used strategically to achieve explosive growth in their business.
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
You are concerned that your client is has not perfected rights in its brand(s)
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.
Business owners are in need of legal advise relating to general corporate representation, mergers & acquisition, and tax planning related needs.
You want an independent insurance broker who brings years of experience in solving problems for entrepreneurs and professionals with their other trusted advisers.
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.
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.
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
When you have or will have a liquidity event. In many instances, we work with clients years ahead of a transaction.
You want to build value and sell your business. We help you understand current value, assist in building value & then take your company to market to sell.
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.
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.
You have a client who is interested in holistic estate and business planning for their family and small business.
A client needs help with:
-Wealth Management Services
You have a need for understanding of the exposures facing the non-financial assets of the financially successful individuals and families.
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)
A client is about to or just had a life changing event, Birth, death, new job, marriage, divorce
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 needs a consistent flow of their Best Clients for growth or transition. Not merely more clients, attract more Best Clients by thinking like their Best Clients. The Client Whisperer knows how.
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.
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.
Someone needs help with their employee benefits program or needs help with Medicare .
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 client or owner is lower middle market and looking to sell their company
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.
My team has advised hundreds of business owners during the transition of their privately held companies. We are uniquely qualified to assist on all aspects of clients’ financial lives.
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.
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.
Call me when you plan to sell your company or commercial real estate, now or in the future. I work with private companies in the lower mid-market.
You need Instant Human Capital Infrastructure, Fortune 500 Benefits, and expert HR consulting.
We provide fractional or interim CFO, Controller and Accounting services to small businesses.
You are looking to buy, sell or franchise a business.
The value of a business or business interest drives a material decision in your client's life.
A Small-Mid size business owner has declining sales and if they don't put plan is place there are consequences.
You need to decide if you will have enough, will it remain enough, and who should eventually get it.
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
You would like an objective view on an exit you might be considering from a seasoned accounting and consulting professional.
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)
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 have questions and thoughts regarding commercial real estate.
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.
Business is getting ready for sale or sucession planning.
You are planning for a business sale, buying a business or facing legal challenges in your existing business, including entity structuring, partnership issues, and complex commercial agreements.
Business Owners need help with teams, time, systems, and money. They want to sell, expand, or use their business as passive income.
Your business needs experienced legal guidance through a sophisticated transaction such as an angel or venture capital financing or a merger or acquisition.
Bookkeeping, technical accounting, outsourced controller, compilation, reviews and advisory services to accounting firms.
A business owner would like the support of a mindset 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.
A business is looking to consider ownership change or set up a retirement plan.
Businesses or entrepreneurs need back-office support (accounting, staffing, marketing, or administrative.)
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.
Families with $2-10 million of investable assets that have a need for financial planning and/or financial advocacy.
You need web design and digital marketing for lead generation and branding!
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
Business owner wants a talent retention plan for key employees that works
You have a complex financial life or have a complex tax transaction to prepare for.
Dealing with business protection needs (buy/sell agreements, key man protection), executive benefit strategies, tax reduction strategies
FRANCHISING, VALUATION, LITIGATION SUPPORT, FORENSICS and CHANGE OR TRANSITIONS ARE NEEDED
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.
When you're planning to sell your business and want to cut the fat (vs. muscle) from your operational costs to increase your businesses’ ultimate valuation.
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
Your business is considering an exit strategy, needs assistance in the preparation for exit or have the need for senior finance and accounting leadership.
You find a B2B professional who need help in building relationships which translate into revenue.
You have a client considering the sale of their privately held manufacturing, distribution or business-to-business service company.
There's a need in your business for a senior level executive with experience in sales, marketing and strategic partnership alignment. I'm also well versed in EOS and serve as a fractional integrator.
You need to:- Accelerate Revenue Growth- Innovate New Services or Products- Build/Scale Your Organization
1) Maximizing valuation/seller value 2) Acquisition: leader talent & culture fit 3) Acquisition: Rapid integration
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.
Call me when you need process improvements, technology improvements, operational improvements, due diligence, roadmaps, or agile based proactive business growth.
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.
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.
To assist owners and key decision makers in defining and engaging talent as part of business growth and transition planning. Convert team strengths into business performance.
As a business broker, I help owners of privately held businesses successfully transition business ownership.
You want a collaborative business attorney providing efficient, cost-effective and creative personal service on start ups, contracts, transactions and general business in all stages of business life cycle.
When small to mid-size companies need a strong financial leader but are not ready for a full-time CFO. For startups, growth strategies, turnarounds and exit planning.
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 does not have an attorney on staff or a relationship with the law firm that is providing comprehensive general counsel services.
A neutral third-party assessment of business value is needed to assist in large figure decisions.
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 client who went through life's transition such as Sale of Business, Divorce, Inheritance, Retirement, and Widowhood who need wealth management in investment consulting.
Someone has had or is preparing for a liquidity event and needs help evaluating their complete financial situation.
Contact me if you have a client or contact who needs help growing or exiting their restaurant business!
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?
You want direction and advice with respect to insurance needs, coverages and education specific to your unique set of circumstances.
Wise and experienced counsel is needed, particularly in respect to ongoing business operations, or future acquisitions or sales.
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.
Human Capital Needs and Cost Containment/Outsourced HR
You want to explore the intersection of corporate and personal planning.
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.
You, as a business owner, executive, or professional, are interested in improving business performance or securing your financial future.
You or your client is focused on growing the business and successfully navigating change to prepare for the next stage, including a potential sale, merger or acquisition.
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
You want to grow your business, but you don't know how.-You want to expand your practice area-You want to make more money-You want to hire new people-You want to open a new location
Your business owner client needs legal help - whether it's planning what will happen to their business if something happens to them, or just wants to build a more valuable, transferable business.
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.
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 have questions about the value of your company or are interested in discussing the future.
You need help achieving your desired outcome. We act as a sounding board as you prioritize the steps to take, an accountability partner to ensure you keep moving forward, and an advisor to help you make adjustments if roadblocks arise.
Call me when you would like to have a financial plan to show your client how they will have enough financial resources to meet their goals (i.e. family legacy, charitable/ philanthropic and personal).
I transitioned from a career as a plastic surgeon to become a consultant to medical and other highly skilled professionals. I specialize in end of career transition, which effectively makes me a personal and professional coach.
You need to upgrade your marketing efforts to fuel growth, whether it be strategy, plan, execution, or resources.
When you want to build your business value or prepare for the next phase whether that be internal succession or third party sale.
A client has a tax liability. We help Corporations and Individuals Reduce, Eliminate or Defer there taxes. In George the GA Film and LIHTC are great ways to reduce your State liability by 12-17%
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!