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... a Financial Accounting (Bookkeeping thru Controller) needs to be improved.
Call Me When... We generate substantial cash flow for commercial property owners by accelerating depreciation with quality, affordable, engineering-based tax analysis studies reducing IRS taxes.
Call Me When... Caber Hill Advisors is committed to working with business owners and CEO’s so they cansuccessfully fulfill their personal and professional legacies.
Call Me When... you have any question or issue, regardless of whether you think it's a legal question. If I don't know the answer, I can connect you with somebody who does.
Call Me When... There are any needs or questions in regards to commercial real estate. I'm happy to help in any way I can.
Call Me When... you are preparing to take a company through a transformation in order to position it as a platform or add on for PE investors.
Call Me When... You need someone on your team that can get into the details and also provide high level advise and counsel. Someone that will do what it takes to help the client be successful.
Call Me When... Call me when a business owner you know is feeling anxious or frustrated that they do not have access to the capital needed to run and grow their business.
Call Me When... You have a business owner client needing help finding and fixing problems standing in the way of achieving greater success. I find and fix problems in business systems and processes.
Call Me When... in need of robust, strategy-linked organic and inorganic growth opportunities - end to end M&A from search to screen, from structuring to close, to post-merger integration.
Call Me When... You need to accelerate the growth, performance, and profitability of businesses in all life-stages and levels of performance.
Call Me When... you are looking for a Financial Advisor that is part of a team that has over 100 years of experience and has the ability to utilize both the expertise of Merrill Lynch and Bank of America
Call Me When... You, your business or your acquaintances are threatened by IRS or state collection activities for unpaid taxes
Call Me When... Buying or selling their business, expansion through licensing or franchising, protecting their brand through trademarks, negotiate a lease, or generally has legal questions.
Call Me When... You need someone with a wealth of experience in your advisory circle as a small business owner. I have 25 years of Financial Services experience. Through the platform at UBS, I have access to a boutique investment banking network to aid in a sale.
Call Me When... We guide sellers and buyers through every facet of the transaction; from planning and enhancing operations pre-sale through the confidential marketing, negotiations and due diligence.
Call Me When... Your Expert and Reliable Partner for Merging, Selling and Valuing Closely Held Manufacturing and Related Services Corporations. Business Brokering for companies under $25M in sales.
Call Me When... Call me when you are thinking it is time to plan an exit and/or actually selling the business.
Call Me When... You or your company needs to explore options on selling or prior to retirement planning. Goldberg Heinze specializes in manufacturing companies, metalworking, companies up to $25M in revenue.
Call Me When... Scaling Business, ERP, IT Services, Cybersecurity, Regulatory Compliance
Call Me When... We provide creative and customized structured debt solutions to support acquisitions, growth capital, refinancings, and recapitalizations (ownership transfers, distributions, etc.)
Call Me When... You are thinking of selling a business, buying a business, starting a business, or raising capital from investors for a business.
Call Me When... Business owners (generally family-owned) are ready to begin discussing a proactive process to transition their business.
Call Me When... You need the help of a team of experts to address complex planning issues around: Business transition, Wealth transfer, Sophisticated income and tax planning. My team consists of a Private Banker, Wealth Planner, and a Trust professional.