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.
Member Directory
You need assistance with domestic and international tax planning needs in connection with your business operations or a potential exit transaction.
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 privately held company needs help with traditional CFO financial planning and analysis, controls, strategic planning and transition planning.
Your family business is going through a generational transition or family issues are getting in the way of making business decisions.
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 your sales team is overwhelmed or not keeping up with the growth of your company and markets.
You would like to have a Certified Financial Planner™️ with over 25 years of experience review your investments and financial planning goals.
You have outgrown your bookkeeper, CPA, or accounting software. You need short-term or project finance staff (M&A, Audit, Controller, CFO). You wish to modernize your operations using software
If you have any accounting, audit, tax and/or advisory needs in either the commercial or non profit space please reach out.
You have you have a client who has a question related to planning for an exit to bounce it off me.
Executive and growth strategies coaching to take your business or family business to the next level; reinvent/reignite your business and better position for an exit (DO IT BETTER -->SMARTER-->FASTER)
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.
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.
Whenever you need advice on corporate or governance matters or when you’re considering a transaction.
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?
Before you sell your business to discuss tax efficiency, succession and estate planning g.
Always in the market for LMM deals in the industrial sector and investors who like this space.
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.
You or your clients have a need for individualized risk management and employee benefits consulting with a white glove approach.
There are complex tax compliance and consulting planning, primarily involving personal income, fiduciary, charitable and estate and generational wealth transfer tax issues.
You or a business you know needs assistance with due diligence, tax or succession planning, an M&A transaction, or audit and accounting services.
A multi-generational family business needs to improve its value in preparation for an exit
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 client is thinking about selling or in the final stages of the sale to help with the transition.
Sales management expertise is needed to revamp and revitalize a client's sales revenue operations. A Sales Audit needs to be conducted to spotlight gaps and/or faulty sales processes and practices.
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.
For assistance with traditional accounting services, including tax and audit, as well as planning for a successful exit for closely - held business owners.
Someone wants to build, manage, and protect their wealth.
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 need an expert in business valuation, purchase price allocations and/or financial forensics.
A business valuation is needed for business planning, estate planning or litigation.
SBA lending, conventional lending, FX, Private Bank/Wealth Management
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.
An individual, family, or not for profit organization, is looking for a customized solution to a complex situation involving investments, financing of personal assets, or the sale of a business.
You have any tax-related needs pertaining to closely-held business or other private equity enterprises.
A company is interested in improving performance through strategy management - strategic planning and execution.
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
A liquidity event is approaching. It is best to make sure all estate and tax planning is decided ahead of major transactions.
A business owner is contemplating an exit from his/her business or needs a financial analysis and/or valuation for the business.
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
I do valuations of private companies for estate planning, financial reporting and litigation.
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.
You need to hire finance staff all the way up to CFO.
Looking to partner with business owners seeking to recapitalize or transition a business to promote its next stage of growth.
You have a client with questions about incorporating charitable planning into their exit strategy or overall financial plan
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 assess and address the key talent and retention risks in a company.
You want to buy or sell shares of private company, pre IPO stock "unicorns".
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.
When a top executive needs to grow revenue while still maximizing ROI.
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
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.
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.
Staff is not meeting your expectationsLiving in chaos with your business or firmNeed confidential guidance to resolve a problem
There is a need for a Wealth Management team that has significant experience helping families work through transition events during their lifetime.
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.
Client is seeking to build a plan for managing wealth (pre or post-sale).
Succession/liquidity planning options ("Consulting"), access to the debt or equity capital markets ("Corporate Finance"), or navigating the sale process for their business ("M&A Advisory").
Looking to partner with business owners seeking to recapitalize or transition a business.
Chapter Events
Tri-State Silver Sponsors
Tri-State Bronze 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.
Gold Sponsors
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.
Silver Sponsors
You have any kind of banking need or general question.
You need a professional to discuss your business ownership exit planning options.
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.