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... Before you sell your business to discuss tax efficiency, succession and estate planning g.
Call Me When... you are interested in a referral partner
Call Me When... You have any kind of banking need or general question.
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... need financial planning for buy or sell side transactions
Call Me When... you need financial or tax due diligence services (buy-side or sell-side) in conjunction with an M&A transaction, from a reliable, experienced and responsive CPA.
Call Me When... You are or know an owner/owners of closely held business that needs trustworthy advice regarding: Trust and Estate planning, Succession planning, advice on selling their closely held businesses at any stage from years away to an uninvited offer.
Call Me When... I do valuations of private companies for estate planning, financial reporting and litigation.
Call Me When... Full service investment banking for privately held, family and founder owned businesses
Call Me When... your client is looking to make a charitable donation in advance of a business exit.
Call Me When... Always in the market for LMM deals in the industrial sector and investors who like this space.
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... Clients are looking to build value through better accounting and finance, operations, and technology ahead of an exit
Call Me When... 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).
Call Me When... 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
Call Me When... (1) Parties to an M&A agreement dispute the Purchase Price; (2) M&A agreement contract language and closing statement risk assessments; (3) Financial reporting and accounting expert witness; (4) Fraud investigations.
Call Me When... Entrepreneurs form startups or business owners prepare for a tax-efficient exit.
Call Me When... you need an operating executive, especially if you have a presence in Asia.
Call Me When... You want to expand and grow your investing strategy to secure an optimal diversified stock portfolio that protects your wealth.
Call Me When... either you or your client can benefit from trusted advise in the tax, accounting, or advisory space!
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... You need a professional to discuss your business ownership exit planning options.
Contact & Connect
Chapter Events
Tri-State Gold Sponsors
Tri-State Silver Sponsors
Tri-State Bronze Sponsors
Gold Sponsors
Silver Sponsors
Bronze Sponsors
