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... You have a company that needs equity capital for a transition, liquidity for founders, management buying out the founders
Call Me When... you have a client in need of an experienced M&A or Private Equity attorney focusing on the lower middle market.
Call Me When... Senior Bank Debt, M&A Financing, Term Debt, LOC & CRE Financing. Access to KeyBank's specialized IB Industry knowledge & expertise, Capital Markets, Cash Flow/ABL/LevFin, Treasury/Payments, Leasing, FX, & Wealth Mgt. Responsive.
Call Me When... A middle-market company or PE firm is in need of $2-$25MM for acquisition or other term debt to fuel growth. Loans, working capital lines, acquisition lines, equipment lines, and owner-occupied RE.
Call Me When... Driven by a client-first culture, we provide integrated financial solutions, capital markets execution and transformative advice to corporations. We have operations in 35 countries around the world, as well as in thousands of communities in the US.
Call Me When... You are seeking guidance on developing a transition strategy for the sale of a business, taking a company public, or to leverage your personal balance sheet to create liquidity.
Call Me When... your client is thinking about a transition. I help owners thoughtfully consider what a business transition personally, stress-test their financial efficacy of life-after-sale, & implement strategies to ensure they thrive through the exit & post-exit.
Call Me When... clients need guidance on minimizing taxes, achieving liquidity, and in providing for surviving family members after a business transaction.
Call Me When... We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.
Call Me When... You have clients with complicated financial situations who need pre-transaction planning for them and their family.
Call Me When... You need pre and post exit business, estate and personal wealth planning using advanced strategies.
Call Me When... a fractional CFO is needed
Call Me When... Valuation Advisory; Gifting Valuation; Estate Valuation; Transition, Exit, Succession Planning; and Value Enhancement needs arise.
Call Me When... A mature business owner needs help quantifying what the value of their business means to them and their family and developing a transition strategy around that need.
Call Me When... you want to know how best to start the process of being prepared to transition your company to create a lifetime of income and an estate for your family.
Call Me When... A business is planning a significant transition.
Call Me When... you are considering selling your company or have a client looking to sell
Call Me When... you or your clients have questions about pre- and post-transaction financial planning, estate planning, investment advice. I'm happy to provide informal guidance if helpful to you or your clients.
Call Me When... you have questions regarding investment management, financial planning, estate planning and general wealth management concerns.
Call Me When... You have a business owner looking to sell or a question regarding a transition situation that I may be a resource.
Call Me When... If you or your clients need help to solve financial management challenges, need ongoing accounting and bookkeeping support, and any QuickBooks order fulfillment.
Call Me When... I focus on assisting the private equity and family office community through my insurance expertise. I support transactions, fundraising, and help the ecosystem source deals.
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