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.
Call Me When... The business needs to deliver an immediate top line growth, present documented processes and gain new profitable clients.
Call Me When... you are or hear a business owner talking about their exit
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... you have a need for holistic wealth planning and investment management before and after an exit.
Call Me When... you are looking to raise capital, sell your company/buy a company
Call Me When... You're considering an exit and know you need to build up your brand equity and visibility.
Call Me When... Raising capital via private placements and valuations for estate planning, shareholder disputes, m&a and other litigation
Call Me When... You require all-inclusive wealth planning and investment management before and after an exit. My goal is to simplify my clients’ wealth planning, and investments complexity by providing organization, objectivity, education, and partnership.
Call Me When... I provide certified business valuations/consulting for private companies with founders exiting (divorce, death, buyout, or sale). Expert in IP startups. 100+ cases assure accurate valuations. Let me help.
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... You want to increase the value of your company by growing revenue in an efficient and scalable way.
Call Me When... I counsel emerging and mid-sized companies re: ownership & protection of IP assets, licensing & selling/acquiring IP assets, and general business matters (outside general counsel)..
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... Business owners are frustrated with their people, profits, growth or control
Call Me When... You want to know how your current insurance programs (P&C, Benefits, & Retirement) will affect the sale of your business or when buying a company and need insurance due diligence or Rep & Warranty Insurance.
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... You Need To
Call Me When... You are seeking Property and Casualty Insurance for High Net Worth individuals and businesses
Call Me When... a business needs marketing and branding strategy to prepare for growth and acquisition. Or post-acquisition to address messaging and sales enablement for rapid growth.
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... Business owners seeking holistic financial planning & wealth advisory
Call Me When... Ronin helps business owners go from the small to the middle market. Invest in / put money to work in small market businesses. Professionalize management teams.
Call Me When... exit planning, valuation, buy-sell, retention/recruitment programs, executive compensation, benefits
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