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.
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working with a business owner who is considering selling their lower middle market company or is interested in growing inorganically through an acquisition.


you have questions about Federal or state tax planning or compliance, business valuations, entity structuring or mergers and acquisitions.


A business owner or investor in a business is having a liquidity event and needs help thinking through how to achieve long-term financial goals after an exit.

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.

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.

you have a need for holistic wealth planning and investment management before and after an exit.

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.