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 are seeking financing to buy our sell a business.
Call Me When... Call me when you have a referral.
Call Me When... A small business or professional practice needs guidance on benefits and executive planning strategies
Call Me When... If you have any accounting, audit, tax and/or advisory needs in either the commercial or non profit space please reach out.
Call Me When... Before you sell your business to discuss tax efficiency, succession and estate planning g.
Call Me When... You need an entrepreneurial, growth-oriented finance executive who has served as CFO for high-potential middle-market companies, and can transform or turnaround your business.
Call Me When... a company recognizes the opportunity or the need to drive increased business value through talent management strategies. I know how to build value through people.
Call Me When... Business owner(s) interested in developing a risk profile. We take a systematic approach to risk and investment in order to generate liquidity and sustainable income streams.
Call Me When... Full service investment banking for privately held, family and founder owned businesses
Call Me When... If you are interested in restructuring or selling your business
Call Me When... Protecting & Growing a Client's Wealth.
Call Me When... Call when your client needs sophisticated wealth planning or complex lending.
Call Me When... Considering how best to fund organic growth or acquisition, whether debt or equity, and requiring execution expertise and capability.
Call Me When... your client is thinking about: (i) succession planning; (ii) selling a business; or (iii) establishing a new employee retirement benefit plan. An ESOP solution could have significant advantages
Call Me When... A company wants to (1) benchmark their spend (complementary), (2) Optimize costs to improve profits (3) Optimize costs in a transaction situation (either buying or selling)
Call Me When... A business valuation is needed for business planning, estate planning or litigation.
Call Me When... A business owner(s) is seeking to engage an itermediary in a sell side or buy side engagement.
Call Me When... I do valuations of private companies for estate planning, financial reporting and litigation.
Call Me When... an entrepreneur wants to create financial freedom for themselves by building wealth in and out of their business.
Call Me When... you need business valuations
Call Me When... A business owner is or should be thinking about their ultimate departure from their business; Particularly when the client is an owner of or stakeholder in a family owned business;
Call Me When... You have a HNW client who needs world class planning and wealth management advice.
Call Me When... Desire to save tax before selling a business
Contact & Connect
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Tri-State Gold Sponsors
Tri-State Silver Sponsors
Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
Tri-State Bronze Sponsors
When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees
Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
You need a professional to discuss your business ownership exit planning options.
Gold Sponsors
A Certified Exit Planning Advisor is needed for a business owner's transition advisory team and requires advance financial planning for post-sale of company including personal cashflow analysis, estate planning, investment advice and trust services.
You are thinking of selling a business, buying a business, starting a business, or raising capital from investors for a business.
Insurance Due Diligence. Human Capital Consulting. Group Purchasing Consortiums. Avoid Margin Erosion from insurance costs before going to market or post closing.
Investment banking, mergers and acquisition advisory, capital raising
your small business needs help managing sales performance.
Silver Sponsors
you or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.
You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.
Bronze Sponsors
A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.
A business owner is contemplating a transaction (Financing, Sale or Acquisition), even years in advance of a transaction so we can help the owner maximize shareholder value.
An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.