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.
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Call Me When... You want to learn value building using technology and flawless execution of digital transformation strategies
Call Me When... there is evidence of a need for financial/banking/risk mitigation strategic or tactical advice
Call Me When... you need any commercial banking services from any commercial loan product to cash management services.
Call Me When... Boutique HR outsourcing for middle market companies including payroll, HR, benefits, COVID policy
Call Me When... clients have liquidity events and are looking for planning and investment advice.
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... 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.
Call Me When... Call me when a business is looking to scale efficiently and add value quickly
Call Me When... Operationally oriented private investment firm
Call Me When... You or your clients need bookkeeping services
Call Me When... I help small business owners turn sweat equity into gold. Small business owners need financial strategy, operational guidance in meeting their business goals. Getting them ready to exit some day.
Call Me When... We help leaders find the right talent for their growing organizations every single time, with custom talent searches.
Call Me When... Founders/Owners are pre-sale and want to optimize and tax mitigate their transaction while implementing a financial plan for their next act in life. Also introductions to Raymond James Investment Bank and financial sponsors
Call Me When... You need a consultation and free analysis on implementing tax strategies to offset tax burden on high ordinary income and unusual capital gain. Employee Retention Tax credit, Research & Development Tax Credit, Cost Segregation and 45L Tax Credit
Call Me When... Lower middle market Investment bank that also provides advisory for companies in distress
Call Me When... Clients are NOT ready for selling Co. Need Business Scaling and need Organizational Mgmt
Call Me When... Client needs to prepare for sale, needs funding, needs financials ready for quality of earnings
Call Me When... Companies are in need of radically improving this EBITDA and Performance in preparation for a great exit.
Call Me When... you need an CPA firm resource for your accounting needs!
Call Me When... You need to start a new business, sell a business or have a contract reviewed or prepared
Call Me When... company's are needing to become more efficient and effective in their day-to-day HR processes.
Call Me When... companies want to sell or raise capital
Call Me When... Call me when you're ready to strategically plan your business exit for maximum value and a smooth transition. We specialize in guiding owners to successful exits
Call Me When... Glaucon Capital Partners is a registered broker dealer & FINRA member firm focused on sell-side M&A advisory services and capital issuances.
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Founding Sponsors
a CEO is frustrated that growth has stalled and is unclear how their sales and marketing efforts are performing
Sales growth, sales training, sales hiring, outsourced sales leadership
you are seeking financing to buy our sell a business.
you need an CPA firm resource for your accounting needs!
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.
you have a client with people problems (hiring, performance issues, leadership development)
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 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.
there is evidence of a need for financial/banking/risk mitigation strategic or tactical advice
You need help with cost reduction, revenue growth, strategic/organizational improvement and system transformation
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 any commercial banking services from any commercial loan product to cash management services.
Financial Due Diligence (buy side & sell side transactions)
You want to learn value building using technology and flawless execution of digital transformation strategies
you need a fractional CFO focused on growth and integration of EOS
Client needs to prepare for sale, needs funding, needs financials ready for quality of earnings
You want high level expertise using life insurance in business and estate planning situations
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.
Annual Sponsors
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
you need an CPA firm resource for your accounting needs!