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
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Call Me When... 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.

Call Me When... A Business Owner is looking to sell all or part of the business, or seeking a financial partner. .
Call Me When... Small tyo Medium companies need help growing their sales numbers
Call Me When... you would like to sell or buy a business
Call Me When... Companies are in need of radically improving this EBITDA and Performance in preparation for a great exit.


Call Me When... 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.


Call Me When... You are seeking financing to buy our sell a business.


Call Me When... companies want to sell or raise capital


Call Me When... You or your clients need bookkeeping services


Call Me When... There is evidence of a need for financial/banking/risk mitigation strategic or tactical advice
Call Me When... Borrowers need debt financing, particularly SBA lending
Call Me When... 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.


Call Me When... Boutique HR outsourcing for middle market companies including payroll, HR, benefits, COVID policy


Call Me When... you have a client with people problems (hiring, performance issues, leadership development)


Call Me When... 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.


Call Me When... clients are considering selling or purchasing a business and need legal counsel to advise them on the legal ramifications of their deal.
Call Me When... Operationally oriented private investment firm


Call Me When... Sales growth, sales training, sales hiring, outsourced sales leadership


Call Me When... You want to learn value building using technology and flawless execution of digital transformation strategies
Call Me When... You need an attorney to help you buy, sell or reorganize a company.
Call Me When... you need a 1031 exchange


Call Me When... You or your client needs affordable access to impactful data to help them prepare for business transition or need key insights into financial and operational business metrics
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You want to learn value building using technology and flawless execution of digital transformation strategies



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.



Sales growth, sales training, sales hiring, outsourced sales leadership



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.



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.



There is evidence of a need for financial/banking/risk mitigation strategic or tactical advice



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.



You'd like to see more profits through Artificial Intelligence and Better Operations






Someone needs a solution focused business lawyer, particularly regarding M&A, capital raising, employment dispute, business dispute.



a CEO is frustrated that growth has stalled and is unclear how their sales and marketing efforts are performing



you have a client with people problems (hiring, performance issues, leadership development)



You want high level expertise using life insurance in business and estate planning situations



Financial Due Diligence (buy side & sell side transactions)



You need any commercial banking services from any commercial loan product to cash management services.
Annual Sponsors



You are seeking financing to buy our sell a business.
You are seeking financing to buy our sell a business.
You need help with cost reduction, revenue growth, strategic/organizational improvement and system transformation






Client needs to prepare for sale, needs funding, needs financials ready for quality of earnings