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... you are looking to raise capital, sell your company/buy a company
Call Me When... Assist business owners confidentiality selling businesses
Call Me When... You want to scale your business and exit *Right People; Right Seats is a question *Your revenue stalled or declined* To elevate your sales team good to great* Sales team is underperforming* In growth mode and need to build or expand your sales team
Call Me When... Clients have needs to be addressed in an exit plan that involve life insurance.
Call Me When... Business owners are frustrated with their people, profits, growth or control
Call Me When... an opportunity arises to engage a wealth management team that can guide you on maximizing the value of your business, advise you through the transition, and design a wealth management strategy to preserve your legacy.
Call Me When... A company is considering an sale and needs to verify their accounting is accurate and reflects the reality of their business
Call Me When... a client needs legal assistance with business succession, pre-exit planning, representation on an exit, or post-exit estate or investment strategies.
Call Me When... You have a need for holistic wealth planning and investment management before and after an exit.
Call Me When... 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.
Call Me When... You need a business or equity valuation for corporate planning (409a/PPA/etc.), estate planning, or other purposes
Call Me When... you need guidance on how to plan for your financial future as a result of a potential liquidity event.
Call Me When... It's time to exit your business via sale, or to recapitalize it to take advantage of new opportunities
Call Me When... You have questions about Federal or state tax planning or compliance, business valuations, entity structuring or mergers and acquisitions.
Call Me When... Classically-trained commercial banker who will serve your clients the way you do - with purpose and passion
Call Me When... You have a transition on the horizon. My team and I will guide you through the exit process, create a customized financial plan, and design wealth management strategies to meet your goals and preserve your legacy.
Call Me When... Raising capital via private placements and valuations for estate planning, shareholder disputes, m&a and other litigation
Call Me When... 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.
Call Me When... Business owners seeking holistic financial planning & wealth advisory
Call Me When... when you need a speaker or panelist, and when you need strategic CFO and CHRO fractional services to help your company grow.
Call Me When... you need any audit or consulting services
Call Me When... working with a business owner who is considering selling their lower middle market company or is interested in growing inorganically through an acquisition.
Call Me When... Businesses require customized financial record keeping and controller services. We spend time upfront to understand our clients requirements and customize a plan to meet their business goals.
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