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 are ready to raise money or undertake any sort of material transaction and want to understand the process along the way
Call Me When... Professional trustee services and investment management. New Hampshire trusts (tax benefits). Comprehensive wealth, tax, trust, estate and investment planning. Nonprofit endowment management.
Call Me When... Call me when a client needs GAAP Financials.
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... you or a client is seeking a strategic exit or liquidity event, looking to attain profitable growth, to gain a better understanding of the company's cash position, or need a business valuation.
Call Me When... Conventional or government supported (SBA, USDA, EXIM etc) financing
Call Me When... A successful entrepreneur or business owner is thinking about a transition or sale and needs to know the implications and best strategy from the personal and family perspective.
Call Me When... Your privately-held or family-owned business needs assistance with everyday legal needs or transformational transactions.
Call Me When... I work with companies in a variety of industries through the life cycle of their businesses, counselling clients on both buy-side and sell-side mergers and acquisitions and representing emerging and established companies in VC/PE financings.
Call Me When... you or your clients are considering selling their business. Bernstein Private Wealth offers top tier advice to help you navigate the process and complexities from beginning to end.
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 buyer of a small business is looking for equity financing or a seller of a business with EBIT < $2M is looking for buyers
Call Me When... Call me when your CEO needs help in understanding and improving his company’s financial reporting, cash flow and business performance.
Call Me When... your family business clients need help with strategic planning, profitability, organizational sustainability, professionalism, operating rhythm effectiveness and unexpected problem solving.
Call Me When... You are seeking a commercial banking partnership. I run a the corporate banking & leveraged finance team for an ~$20Bn Bank focused on the middle market space in New England. Primary areas of expertise are debt, deposits and treasury management.
Call Me When... A business owner wants to maximize value by providing a credible growth story and platform for the buyer
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... Before the client sells the business and wants help figuring out: Do I have enough money? What should I do with the money? What do I need to know to make the best decisions for myself and my family?
Call Me When... You are a US business seeking to sell and are interested in tapping into our expertise regarding overseas buyers, or you are a non-US business looking to expand (including via M&A) into the US market
Call Me When... there is a weak finance function, lack of financial visibility, or lack of experienced CFO with M&A experience.
Call Me When... Call me when you have a business in transition. As an Operating Partner I run mid-market businesses owned by private investors. We are always looking for fresh opportunities. I have good experience taking over when a deal is going sideways.
Call Me When... you have a transitioning owner who has mixed feelings or concerns about selling their business and whatever comes next. Transition coaching can ensure a smoother path to exit and reduce the chances of last-minute surprises at closing.
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