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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Call Me When... A business owner is considering selling their privately held business and seeking professional representation
Call Me When... I specialize in working across generations to help families address the emotional aspects of financial decision-making.
Call Me When... To prevent legal issues from becoming an obstacle to your professional and business success.
Call Me When... I am a senior banker, finance executive, and entrepreneur with extensive experience in business development, investment banking, sales, finance, and advising organizations of all sizes, ranging from start-ups to multibillion-dollar corporations.
Call Me When... People Operations Risk Assessment, Employment Regulatory Compliance, Strategic People Operations Policy & Process, Workforce Design, Leadership & Management Team Development
Call Me When... Need asset protection; buy-sell funding strategies; transitional planning for sale
Call Me When... A business is looking to maximize its value through increased revenues, and looking to establish better Sales processes and infrastructure, including a CRM, forecasting, comp plans, hiring and onboarding sales personnel.
Call Me When... A business advisor/consultant or investor needs a disciplined value growth strategy and action plan maximizing the enterprise value of client/portfolio businesses.
Call Me When... You want to get more from your business and create more value. We provide a simple yet powerful set of tools called EOS to help owners gain Vision, Traction and grow a healthy leadership team aligned with the company's Vision.
Call Me When... you want legal and tax advice that creatively meets owners' objectives in the growth or transition of the business.
Call Me When... My team and I advise business owners in succession planning, group and executive benefits for employee / key person retention, and exit planning
Call Me When... Find $100,000+ of “revenue left on the table” in 1 hour without upfront cost, more marketing spend, or complicated setups.
Call Me When... you need analytical support; whether that be gathering data, building forecasts, or creating dashboards to show it all.
Call Me When... You are trying to grow your business and planning for the eventual exit.
Call Me When... you have a family and/or business financial planning need.
Call Me When... Investments, estate planning, liquidity events, managing cash
Call Me When... A local company needs to speak with a value-add banking advisor. I partner with other advisors in a business’ orbit and collaborate with company decision makers to strategically advise the company to be an optimal position from a financial health per
Call Me When... a client needs help raising capital, exiting their business or looking to acquire other businesses.
Call Me When... A client needs help determining how to transition their business, how an exit will impact their ability to maintain their lifestyle, manage their estate tax liability, utilize charitable strategies.
Call Me When... When you are a business owner looking for accountability and advice on strategic and operating issues and problems. We offer advice and assistance from those who had the same or similar experiences including preparing for and planning an exit.
Call Me When... Advice in the development and implementation of sophisticated and comprehensive planning strategies to minimize the impact of federal gift, estate and generation skipping transfer taxation.
Call Me When... you need an attorney for business matters like M&A, other contracts, disputes, and litigation.
Call Me When... As a Fractional Outsourced VP of Sales, I help SMB’s rapidly grow revenue to maximize their value by building their Sales Infrastructure focusing on sales process, CRM, forecasting, aligning comp plans, hiring and managing their sales teams if needed
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Gold Sponsors
Investments, estate planning, liquidity events, managing cash
Silver Sponsors
You have a client in transition that needs help making smart decisions with their money. My planning advice primarily addresses clients' cash flow, wealth protection and transfer needs as well as and philanthropy.
A business owner is considering selling their privately held business and seeking professional representation
To prevent legal issues from becoming an obstacle to your professional and business success.
You are trying to grow your business and planning for the eventual exit.
Business Valuation Specialist | Buy-Side & Sell-Side ESOP Advisory | Exit Planning | Transaction Advisory | Estate & Gift Tax | Financial Reporting | Litigation | Family Law
Bronze Sponsors
You are looking for tax planning and consulting, financial statements for lenders, bonding companies, private equity investors; you're 5 - 10 years away from retiring and you'd like to create the best enterprise value possible for the company.
The greatest asset a company has is its people. We stand ready to serve when you have questions or needs regarding a comprehensive HR strategy, employee engagement and company culture.
You have a client looking to sell, execute a management buy-out, recapitalize their business or buy other companies
FocusCFO is a leader in embedded fractional CFO services. Guiding entrepreneurial leaders on their climb to sustainable, transferrable business value.