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
Call Me When... Valuation Advisory; Gifting Valuation; Estate Valuation; Transition, Exit, Succession Planning; and Value Enhancement needs arise.
Call Me When... You need a middle market M&A attorney
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... A business owner inquires about cash management, retirement plan advisory, and transaction planning
Call Me When... You need capital structure or financing solutions, buy-side or sell-side solutions, treasury or payment solutions, and other banking needs (derivatives, operating accounts).
Call Me When... You've made an acquisition and are asking "Now what?" I work with CEOs and owners to grow their businesses by planning acquisitions and post-merger integrations to increase revenue and reduce costs.
Call Me When... I help high net worth clients have a better relationship with their money, using both therapeutic and financial planning modalities. Call me when you are looking for multi-generational planning, financial therapy, and independent asset management.
Call Me When... I'm a trusted advisor to business owners looking to build or transition their business, and a seasoned corporate attorney with 35 years advising companies, entrepreneurs, and investors on M&A, financings, and operational matters.
Call Me When... An entrepreneur needs help managing their investment portfolio and integrating it with other parts of their financial life (e.g. philanthropy, estate, tax, etc.)
Call Me When... You have any questions about you or your clients personal financial situation, estate, investment, and cash flow planning pre or post sale.
Call Me When... You are considering selling your company or have a client looking to sell
Call Me When... You're overspending on operating costs and want to buy better.
Call Me When... You are working with a business owner who is considering the sale of their company either immediately, or in the next 1-2 years.
Call Me When... You are considering selling your company, now or in the future. We work with private companies in the lower mid-market.
Call Me When... You are considering selling a business and you want a trusted advisor and thought partner with whom to strategize for the future, help answer what the net proceeds from a sale will allow you to accomplish, and optimize your desired outcome.
Call Me When... You have a need for financing above $1MM. I work as a General Industries Relationship Manager for TD Bank.
Call Me When... Call me when you want to sell your company, get a valuation of your company, learn about the sale process or need help making an acquisition.
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 need an experience senior lender for lower middle market (under 100MM Rev) exit transactions.
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