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... client wants to buy or sell a business.
Call Me When... you're interested in learning more about retirement and financial wellness research
Call Me When... 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
Call Me When... You are thinking about thinking about selling your business.
Call Me When... You or your client is seeking a high level of investment and financial management with care, honesty and transparency
Call Me When... You have a client looking to sell or acquire a business or raise debt or equity capital to fund the growth of their business.
Call Me When... 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.
Call Me When... 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.
Call Me When... your established business client is dissatisfied with their current bank, or has a financing need over $1MM.
Call Me When... You have a client in need of exit prep, valuation, or sell-side M&A help
Call Me When... you need advice or representation re: shareholder/member disputes, business-to-business transactions and disputes, franchise law issues, or employment law issues.
Call Me When... you or your client are in need if business valuation services.
Call Me When... you are seeking commercial financing
Call Me When... I provide M&A advisory services to lower middle market companies. Call me when you have a client who is thinking about selling.
Call Me When... you are seeking more personal attention or you are no longer interested in handling your own tax and accounting needs.
Call Me When... We do exits, whether leaving a spouse, paid work or selling a business, we do the financial bridge to your new future.
Call Me When... 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.
Call Me When... You find a business owner who desires to exit their business, lacks a plan and is unsure of where to begin.
Call Me When... 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.
Call Me When... 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.
Call Me When... there's a question or concern involving human resources or benefits, especially when considering a merger, acquisition, or sale of a business
Call Me When... 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.
Call Me When... 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.
Call Me When... 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.
Call Me When... you need a philanthropic vehicle (DAFs, Scholarships) to serve the community or to offset the taxable amount of a wealth event.
Contact & Connect
Chapter Events
Platinum Sponsors
your established business client is dissatisfied with their current bank, or has a financing need over $1MM.
Gold Sponsors
We do exits, whether leaving a spouse, paid work or selling a business, we do the financial bridge to your new future.
Call when you are planning any business succession or transaction including buying and selling businesses, equity and debt financing transactions, and reorganizations.
Silver Sponsors
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
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 need valuation of a business or business interest for tax compliance, management planning, financial reporting or litigation support.
If you are forming a new business, your business is not growing or you want to exit your business