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.
Your business or nonprofit organization is looking ahead and would like a partner with good experience and a pro-active attitude. Our tax and accounting service is reliable and personal
You need valuation of a business or business interest for tax compliance, management planning, financial reporting or litigation support.
You or your client are in need if business valuation services.
You want to grow as a business, you are transitioning in your career, or you have litigation (and litigation avoidance) needs.
You or your client requires the expertise of a strategic executive at the CFO/COO level to advise on growth alternatives.
You're interested in learning more about retirement and financial wellness research
When you need the counsel of a business attorney with over 40 years experience working with growing businesses from formation thru successful exit or succession.
You need accounting, tax or related consulting services for your startup or emerging technology company
You need advice or representation re: shareholder/member disputes, business-to-business transactions and disputes, franchise law issues, or employment law issues.
You want to buy or sell a business, are interested in succession planning, or if you are involved in a shareholder/member dispute.
Your established business client is dissatisfied with their current bank, or has a financing need over $1MM.
You or clients need planning based,family wealth management.
You are building an advisory team and I can assist in the wealth management side of retirement, multi-generational or other complex planning within that advisory team.
You are thinking about thinking about selling your business.
I design, implement and manage insurance portfolios for High Net Worth Families and Businesses.
I help individuals and business develop successful plans to dispose of assets and business interests in a tax efficient manner that will, eventually, protect the inheritance for children and heirs.
A business owner is open to a conversation about exit planning and their options, holistic financial planning, retirement planning, issues with turnover of key executives, estate planning needs
You need someone to talk about financial transition management
ERA is a global firm that delivers additional cash flow to our clients through savings found in their supplier base, without compromise to supplier quality or service.
Call when you are planning any business succession or transaction including buying and selling businesses, equity and debt financing transactions, and reorganizations.
There's a question or concern involving human resources or benefits, especially when considering a merger, acquisition, or sale of a business
You find a business owner who desires to exit their business, lacks a plan and is unsure of where to begin.
A client needs an M&A Advisor to sell their business. Only sell side brokerage with a enterprise value over 1M.
To answer the financial question - What if I sell my business for $$$?
Members need assistance in planning, insurance retirement and financial services
You are seeking more personal attention or you are no longer interested in handling your own tax and accounting needs.
You need Business Transition consulting from a Certified Exit Planner. You need a retirement income plan you can rely on, with lifetime income, reduced taxes, and less risk
Clients need advice with financial planning, organizing and analyzing their life, disability and long term care needs; to structure and fund their buy sell agreement; or ways to retain key employees.
You want the peace of mind that comes with being well-planned
Internal Communications & Organizational Development
A client a starting a business, starting to think about selling or growing their business, or any tax related or financial decisions need to be considered.
You want financial peace of mind and a clear and realistic vision of your financial future.
If you are forming a new business, your business is not growing or you want to exit your business; or you are looking for an estate plan
You require a planning based solution to help manage a transition to a new phase in life that involves financial decisions.
You are expecting a major liquidity event related to your company at any future time and need exit planning organization across multiple advisors or if retirement from an employer is within five years
We help small businesses grow their bottom line by 50% within 12 - 18 months while helping owners and executives create tax advantaged income and exit strategies.
You come into contact with a business owner that needs assistance planning for the single most critically important emotional and financial event of their lives; the transition out of their business.
A business owner wants to work on the business as well as in the business.
Call me when you are considering the tax ramifications of a transaction. Managing the tax burden associated with a deal is often critical in taking the deal to closing.
Your business is growing and in hiring mode, you want to develop a strong HR infrastructure, and provide your employees with top-tier resources and benefits to make yourself as attractive an employer as possible
When your client needs to reduce the costs of their employee benefits and at the same time attract and retain employees with benefits. We provide better outcomes for our clients.
Call me to reduce business expenses by optimizing the cost of common services. An optimized business spends every dollar in a way that strengthens the business and increases profits.
If you are forming a new business, your business is not growing or you want to exit your business
You need a business valuation, litigation support, tax planning or preparation, an audit review or compilation, management consulting
Using both business and cultural lenses, we help minimize disruption as organizations and leaders navigate change.
A client who would benefit from legal advice and counseling in the areas of business succession planning, buy-sell agreements, or mergers or acquisitions, or any of my other practice areas.
You need an outside general counsel and advise clients on general corporate and securities matters, including stock and asset purchases/sales, mergers and acquisitions (M&A).
You or your client wants to create or maintain a legacy.
Someone needs help making sense of their financial situation and wants to leverage their opportunities for their future
You are looking for an independent financial planning & investment management firm who works in partnership with a select group of current and former business owners and executives.
One is looking for a partner to help engage, educate and empower them toward the utilization of a wide range of investment tools in order to achieve their most important life's objectives.
In need of valuation services for financial and tax reporting purposes, buy-sell transactions, employee stock ownership plans, shareholder disputes, deferred compensation plans, and intangible assets.
You or your client want help with Corporate Development (Helping you manage from current to desired state), Investment Banking (Capital Raise) M&A (Buyer, Seller), Estimates of Value.