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 any commercial banking services from any commercial loan product to cash management services.
You need an attorney to help you buy, sell or reorganize a company.
You have a client with people problems (hiring, performance issues, leadership development)
A business owner wants to understand his or her liquidity options and is interested in a targeted and confidential process to maximize shareholder value.
We assist small to medium sized businesses and provide full service.
A Business Owner is looking to sell all or part of the business, or seeking a financial partner. .
A business owner would like to discuss exit options, prepare for an exit, or sell their business
A business requires risk management, planning, recruiting/retention or financial planning
A CEO is frustrated that growth has stalled and is unclear how their sales and marketing efforts are performing
Companies are in need of radically improving this EBITDA and Performance in preparation for a great exit.
You need legal counsel on exit strategy as well negotiating the best deal terms. We also maintain relationships with many PE funds across the country.
No matter how successful your business is, one of two things will happen to your organization. You're either going to experience growth so great it will outstrip your control or you will hit a ceiling you can't breakthrough.
You need an CPA firm resource for your accounting needs!
Sales growth, sales training, sales hiring, outsourced sales leadership
Operationally oriented private investment firm
Business Valuation & Machinery & Equipment Appraiser and Investment Banker
There is evidence of a need for financial/banking/risk mitigation strategic or tactical advice
Financial Due Diligence (buy side & sell side transactions)
Boutique HR outsourcing for middle market companies including payroll, HR, benefits, COVID policy
You'd like to see more profits through Artificial Intelligence and Better Operations
Business Formation & Transactions | Business Succession Planning | Wills, Trusts & Estates | Probate Administration
You need to be freed from the day-to-day of your business operations.
You want high level expertese using life insurance in business and estate planning situations
We help leaders find the right talent for their growing organizations every single time, with custom talent searches.
Call or text (214) 202-8939 for any matter - meetings, events, coordination, etc.
An owner or c-suite contact has revenue of >$10M, has done what they can on expenses but want to find more cash flow to fund projects or prep for exit but lack the knowledge or staff to find it.
You want to learn value building using technology and flawless execution of digital transformation strategies
When a business owner needs life insurance planning, selective / non-qualified plans, golden handcuffs, key-person insurance, and buy-sell funding
Seeking technologies and solutions to address pain points
Business owner needs assistance with acquiring or selling his or her business.
A middle-market business owner would like to sell their company in 12 to 24 months, and they're not prepared to go to market.
You want to attract, retain, and maintain top level talent. You are looking for help with risk mitigation, or you value the bottom line increase that comes with long term cost containment.
You have a business owner client that expresses an interest in de-risking their position in their company or could use help with succession planning.
Technology is hindering your business and you don't know what to do.
Someone needs a solution focused business lawyer, particularly regarding M&A, capital raising, employment dispute, business dispute.
I am an M&A and securities attorney. Please call me if you are undertaking a securities offering and need securities counsel. Please call me if you want to position your company in advance of an exit and need a professional to coordinate
Want information on how ESOPs/Employee-Ownership structures work as a succession plan for clients
Chapter Events
Founding Sponsors
You want high level expertese using life insurance in business and estate planning situations
You want to learn value building using technology and flawless execution of digital transformation strategies
There is evidence of a need for financial/banking/risk mitigation strategic or tactical advice
Financial Due Diligence (buy side & sell side transactions)
Someone needs a solution focused business lawyer, particularly regarding M&A, capital raising, employment dispute, business dispute.
You need any commercial banking services from any commercial loan product to cash management services.
You'd like to see more profits through Artificial Intelligence and Better Operations
A middle-market business owner would like to sell their company in 12 to 24 months, and they're not prepared to go to market.
A CEO is frustrated that growth has stalled and is unclear how their sales and marketing efforts are performing
You have a business owner client that expresses an interest in de-risking their position in their company or could use help with succession planning.
Anytime
Sales growth, sales training, sales hiring, outsourced sales leadership
No matter how successful your business is, one of two things will happen to your organization. You're either going to experience growth so great it will outstrip your control or you will hit a ceiling you can't breakthrough.
You want to attract, retain, and maintain top level talent. You are looking for help with risk mitigation, or you value the bottom line increase that comes with long term cost containment.
You have a client with people problems (hiring, performance issues, leadership development)