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
You need a veteran B2B marketing strategist and customized marketing solutions.
Business Valuation Specialist | Buy-Side & Sell-Side ESOP Advisory | Exit Planning | Transaction Advisory | Estate & Gift Tax | Financial Reporting | Corporate Litigation
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.
A law firm or attorney needs specialized private banking services. Also, corporate escrow services for transactions.
You, your colleagues, your board, your leadership, your teams, your clients need & want to elevate their communication skills for greater positive impact. I provide expert insights, consulting, and training, including crisis, issues, & reputation.
At Calypso Sales Strategies - powered by Sales Xceleration - I help small to mid-size businesses put their sales teams and processes back on track.
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 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 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 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.
You need a corporate and transactional attorney to assist anyone starting, running, buying, selling or transitioning a closely-held 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.
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 want an engaged leadership Team. Leadership development. Confidential Executive Coaching. Leader needs greater clarity on what is his/her vision of success. Help in hiring the right person for the roles. Identifying your next life adventure.
When I can be of service with: Commercial loans, including real estate loans and working capital lines of credit. I can also help with depository/treasury/merchant services.
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.
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.
An owner is evaluating personal financial impact of buyout, management of proceeds, buyout structure best suited to compliment personal financial plan.
You need analytical support; whether that be gathering data, building forecasts, or creating dashboards to show it all.
There's an event or just want to connect!
A business owner is considering selling their privately held business and seeking professional representation
You have a client looking to sell, execute a management buy-out, recapitalize their business or buy other companies
Business owners are ready to begin to strategize for a tax efficient, comprehensive review of their planned or unplanned business departure!
When you are looking you or a business owner needs accountability and advice on strategic and operating issues and problems form those who had the same or similar experiences.
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.
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.
Lavoie CPA PLLC is a non-traditional accounting firm supporting business in the areas of strategic accounting outsourcing, technology and consulting. Our clients experience the power, expertise and technology of a large accounting and finance team.
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
A business owner needs tax mitigation strategies and financial planning help
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.
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.).
To prevent legal issues from becoming an obstacle to your professional and business success.
Real estate is part of an exit event, either sale, purchase, or leaseback
You want legal and tax advice that creatively meets owners' objectives in the growth or transition of the business.
Need asset protection; buy-sell funding strategies; transitional planning for sale
Investments, estate planning, liquidity events, managing cash
You need ideas and financing for an intergenerational transition or financial or strategic exit
You have a technology company interested in an M&A exit
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
You need additional profits for your bottom line in your indirect spend by optimizing your supply base.
You are trying to grow your business and planning for the eventual exit.
Chapter Events
Gold Sponsors
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
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 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