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 guidance on how to plan for your financial future as a result of a potential liquidity event.
You have a need for holistic wealth planning and investment management before and after an exit.
Working with a business owner who is considering selling their lower middle market company or is interested in growing inorganically through an acquisition.
Please call me when you need investment management or wealth planning advice, including portfolio structure, asset allocation, manager selection, tax planning for selling a business.
You need a business or equity valuation for corporate planning (409a/PPA/etc.), estate planning, or other purposes
Classicly-trained commercial banker who will serve your clients the way you do - with purpose and passion
You know an owner or executive of a privately held company in need of legal assistance in forming, growing or selling his or her business.
Clients have needs to be addressed in an exit plan that involve life insurance.
A business owner is evaluating selling his or her business.
You have a client whose company is institutionally backed and needs help communicating with their board, preparing to sell their business or preparing internal processes for rapid growth and scaling.
You need corporate legal assistance and are contemplating raising capital for an operating company, investing in an operating company (private equity or venture capital) or selling or buying a business.
As a Certified EOS Implementer™, I help leadership teams of growth-oriented companies gain traction so that they systematically and permanently improve.
Estate and business planning, taxation and estate and trust administration for high net worth individuals, executives and business owners.
You have questions about Federal or state tax planning or compliance, business valuations, entity structuring or mergers and acquisitions.