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.
Call Me When... There is a need for commercial insurance and employee benefits consulting, with a focus on Captive Insurance.
Call Me When... 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.
Call Me When... There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale
Call Me When... Navigating the uncharted waters of business transition - optimizing for your success.
Call Me When... need financial planning for buy or sell side transactions
Call Me When... I am a business lawyer practicing in a variety of transactional areas, with a focus on M&A
Call Me When... You encounter a business owner who would benefit from an independent review of an existing retirement plan (401K, profit sharing, cash balance), or looking to start a new plan.
Call Me When... a business owner is or should be considering considering the next opportunity for their business. Are they expanding? Are they planning to exit or sell? Will they be financially independent?
Call Me When... you want to speak with a financial advisor with over 35 years of experience serving multi-generational families and family-owned business owners
Call Me When... I do valuations of private companies for estate planning, financial reporting and litigation.
Call Me When... CPA -Specializing in QOE, Due Diligence, Consulting & Tax Strategies, Technology Transformation,
Call Me When... Newport is a nationwide consulting group which uses the Capability Maturity Model to help companies prepare for due-diligence prior to being sold.
Call Me When... When a business needs to improve their operations or their leadership needs to develop leadership skills.
Call Me When... You need a professional to discuss your business ownership exit planning options.
Call Me When... You need to do the due diligence work ahead of a transition of your ownership interest in a business enterprise in the next 1-3 years.
Call Me When... We are an independent, fiduciary investment firm working with individuals and families, business, owners, retirement plans and institutions.
Call Me When... A small business or professional practice needs guidance on benefits and executive planning strategies
Call Me When... a business owner wants to increase the business multiple
Call Me When... you or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.
Call Me When... you are seeking financing to buy our sell a business.
Call Me When... your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business
Call Me When... Exit or Succession Planning, Advisory Board
Call Me When... You or a business you know needs assistance with due diligence, tax or succession planning, an M&A transaction, or audit and accounting services.
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