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.
Filtered by:
Call Me When... A business owner says: “I can’t get my arms around employee healthcare costs”, “ I can’t find and keep good people”, or “I need to take better care of my people”. We become the HR department for SMB CEO's and help increase business value.
Call Me When... you need outsourced enterprise level accounting solutions to startups, small businesses, and nonprofits.
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... You need solutions to complex financial problems. I specialize in pre- and post-transaction wealth planning. Focused on a goals-based approach.
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... 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... HR Specialist- I help C suite exec's & small business owners grow their top line, mitigate risk and cut costs through human capital management
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... you have a client with loan and/or treasury management needs.
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... 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 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.
Call Me When... a client is struggling to understand how to convert the value of their business into an income stream in retirement.
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... Your clients need help making more money and increasing the equity value of their business.
Call Me When... You need a financial projection of your retirement income to help make your money last as long as you do; or, you want a better 401(k) or retirement plan for your company.
Call Me When... You encounter a business owner who would like to understand the value of their business as well as exit strategies
Call Me When... Helping my clients achieve financial peace of mind.
Call Me When... you want to inquire about an SBA Loan (7a, 504, Express)
Call Me When... You, your business or your acquaintances are threatened by IRS or state collection activities for unpaid taxes
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... Someone needs operational improvement, sales management consulting, financial management, debt and equity sourcing, M&A advisory services as well as turnaround and distressed asset management work
Call Me When... there is a need for a credible commercial real property appraisal or valuation service. We provide an array of commercial property valuation services.
Call Me When... There are networking opportunities
Call Me When... You are looking to maximize the value of your business by selling your company, making an acquisition or looking to maximize capital structure...
Contact & Connect
Chapter Events
Platinum Sponsors
Please contact me if you are looking for any accounting and business advisory services from a professional CPA.
You need help in succession planning, estate planning, tax planning or any audit or accounting needs.
Call me when you have questions about the tax possibilities concerning a new venture or transaction.
Gold Sponsors
You need to prepare for business transition, have tax issues or need independent financial statements. We also have access to a full array of advisory services.
Silver Sponsors
Your income tax liabilities personally or in your business are too high. Our mission is to help high net worth individuals and businesses reduce their biggest expense TAXES.
want to implement a complete proven system with simple practical tools that helps organizations clarify their vision, become more disciplined in executing their vision and advance as a team.
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.
Business Brokering for companies under $25M in sales
there is a need for a credible commercial real property appraisal or valuation service. We provide an array of commercial property valuation services.
You want thorough and personalized legal representation related to the purchase, sale, or operation of a business in a timely manner.