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
Business Valuation Specialist | Buy-Side & Sell-Side ESOP Advisory | Exit Planning | Transaction Advisory | Estate & Gift Tax | Financial Reporting | Corporate Litigation
You have a technology company interested in an M&A exit
I am a business appraiser focused on exit planning, ownership transitions and transactions. I specialize in valuing equity interests, intangible assets and complex securities.
Business leadership is nearing the sale of company and needs to plan for long-term health and new purpose in the next phase of life.
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.
To prevent legal issues from becoming an obstacle to your professional and business success.
If you want to create or uplevel your strategic planning process and create capacity to do more of the work that will transform your business.
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.
If you need help to reach your business and personal goals. For 30+ yrs, I’ve worked tirelessly to generate profitable commercial expansion. I pride myself on developing trusted relationships to enhance and drive business outcomes and success.
You want legal and tax advice that creatively meets owners' objectives in the growth or transition of the business.
You a have a company in which ownership is interested in exploring a transition through either a third-party sale, ESOP, or internal partner or management buyout , as well as when you have a company interested in exploring strategic acquisitions
You need ideas and financing for an intergenerational transition or financial or strategic exit
Business owners are ready to begin to strategize for a tax efficient, comprehensive review of their planned or unplanned business departure!
You need a veteran B2B marketing strategist and customized marketing solutions.
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.
Client wants to grow business by focusing on financial and operational needs are unmet by current staff &/or accounting firm. This includes clients who want to exit their business & need to improve their numbers.
A business owner or investor needs a disciplined value growth strategy and action plan maximizing the enterprise value of a business, together with growth plan execution management.
You need analytical support; whether that be gathering data, building forecasts, or creating dashboards to show it all.
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.
You have a client looking to sell, execute a management buy-out, recapitalize their business or buy other companies
You are growing or selling a business and want to partner with a wealth professional to achieve financial goals or need access to resources (lending/banking/private equity/co-investments/etc.).
A business owner is considering selling their privately held business and seeking professional representation
I help entrepreneurs and their leadership teams solve root problems, lead more effectively, and gain Traction® in their businesses through a simple, proven operating system.
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.
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.
Need asset protection; buy-sell funding strategies; transitional planning for sale
You are looking for guidance on transitioning your business and need help figuring out how to make that happen and what’s next. NRP is a can provide wealth strategies and private bank services for individuals and closely held businesses.
You are trying to grow your business and planning for the eventual exit.
Investments, estate planning, liquidity events, managing cash
There's an event or just want to connect!
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.
You, your colleagues, your board, your leadership, your teams, your clients need & want to elevate their communication for greater positive impact & results. I provide expert insights, consulting, and training, including crisis, issues, & reputation.
Chapter Events
Gold Sponsors
Investments, estate planning, liquidity events, managing cash
You are trying to grow your business and planning for the eventual exit.
Silver Sponsors
A business owner is considering selling their privately held business and seeking professional representation
Business Valuation Specialist | Buy-Side & Sell-Side ESOP Advisory | Exit Planning | Transaction Advisory | Estate & Gift Tax | Financial Reporting | Corporate Litigation
To prevent legal issues from becoming an obstacle to your professional and business success.
Bronze Members
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.
You have a client looking to sell, execute a management buy-out, recapitalize their business or buy other companies
I work with owners who lack the right information to run their business, concerned about cash flow, and/or don’t have a trusted partner to help think through growth, value building and strategic/ exit planning
A business owner or investor needs a disciplined value growth strategy and action plan maximizing the enterprise value of a business, together with growth plan execution management.