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 business needs a financial leader to increase the value of the company
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... a business leader or owner is thinking about transitioning the management or ownership of a business. The best transitions start 5 years ahead of the actual transtion.
Call Me When... Helping my clients achieve financial peace of mind.
Call Me When... You have a client in need of additional finance and accounting bandwidth (QOE support, modeling, diligence)
Call Me When... Please contact me when your clients want access to unique investments or have life insurance they no longer need.
Call Me When... 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.
Call Me When... Call me for all of your Banking needs whether it be lending, depository, cash management, or wealth management.
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... 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... You want thorough and personalized legal representation related to the purchase, sale, or operation of a business in a timely manner.
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, your business or your acquaintances are threatened by IRS or state collection activities for unpaid taxes
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... You know a business owner who is interested in buying or selling a company now or in the next 5 years.
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... Call me when you are thinking it is time to plan an exit and/or actually selling the business.
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... Financing is needed for small business owners - SBA 7(a) and SBA 504 programs
Call Me When... you want to chat about M&A or raising capital for startups and SaaS companies
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... SBDC - M&A Advisory / Capital Advisory
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... Scaling Business, ERP, IT Services, Cybersecurity, Regulatory Compliance
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