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.
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.
Client is seeking to build a plan for managing wealth (pre or post-sale).
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
For assistance with traditional accounting services, including tax and audit, as well as planning for a successful exit for closely - held business owners.
You are seeking insurance solutions to protect business and family assets. Our key liability coverage segments are: Construction, Real Estate, Retail, and Personal Home/Auto/Umbrella.
You need an expert in business valuation, purchase price allocations and/or financial forensics.
When planning for liquidity and/or transition events. What will a sale or a transition mean for you, your family and your employees? Have you really planned this out?
You have you have a client who has a question related to planning for an exit to bounce it off me.
We coach Executives, as well as Business Owners, in the definition of their expected top line growth curve, especially where the top line has flattened and sales competency needs to be raised.
A company is interested in improving performance through strategy management - strategic planning and execution.
You need to hire finance staff all the way up to CFO.
You need legal or business advice regarding mergers and acquisitions, debt or equity finance, joint ventures, securities, and other general corporate and commercial matters or transactions.
I do valuations of private companies for estate planning, financial reporting and litigation.
A privately held company needs help with traditional CFO financial planning and analysis, controls, strategic planning and transition planning.
Staff is not meeting your expectationsLiving in chaos with your business or firmNeed confidential guidance to resolve a problem
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.
If you have any accounting, audit, tax and/or advisory needs in either the commercial or non profit space please reach out.
Before you sell your business to discuss tax efficiency, succession and estate planning g.
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.
We help CEOs and their Leadership teams make strategy happen. We accomplish that by collaboratively working with clients to develop achievable strategies and plans.
A family or executive is about to enter a period of transition whether that is starting or selling a business or considering any major life/professional changes
Your family business is going through a generational transition or family issues are getting in the way of making business decisions.
A business valuation is needed for business planning, estate planning or litigation.
Fractional/interim CFO Services; you're in the hiring process, or you don't have a CFO and need someone to assist you in planning, cash flow, finance/accounting.
When a top executive needs to grow revenue while still maximizing ROI.
My team provides detailed financial plans and investments for business owners/sellers and others.
Our goal is to help our clients make the best, informed, and thoughtful financial decisions.
Always in the market for LMM deals in the industrial sector and investors who like this space.
You have a financing need whether for business acquisition or for business expansion, equipment purchases, or working capital needs, or you need a new Relationship Managed account with a bank.
You or your client would like advice on how to efficiently grow and diversify existing wealth, or to convert recently generated liquid assets into reliable current and future income streams.
There is a need for a Wealth Management team that has significant experience helping families work through transition events during their lifetime.
A multi-generational family business needs to improve its value in preparation for an exit
You need assistance with domestic and international tax planning needs in connection with your business operations or a potential exit transaction.
Clients entrust me with a great responsibility: to guide them and help grow and preserve their assets. I work tirelessly each day to preserve their assets for their lifetime and for future generations
Clients want growth capital (debt or equity), or wish to derisk (take some chips off the table) and access shareholder liquidity, in part (minority position sale), or, in whole (merger or acquisition).
You need to answer the question “What Happens Next”? I work with wealthy clients and their families to achieve their vision of financial fulfillment, particularly in times of transition.
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.
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;
SBA lending, conventional lending, FX, Private Bank/Wealth Management
Whenever you need advice on corporate or governance matters or when you’re considering a transaction.
You would like to have a Certified Financial Planner™️ with over 25 years of experience review your investments and financial planning goals.