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.
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Call Me When... you need help reducing or evaluating your business taxes.
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... a business owner is struggling with poor earnings and cash flow. We help owners understand and use their financial reporting to improve profitability and cash flow.
Call Me When... There is any question regarding real estate or financing.
Call Me When... Business owner needs a detailed financial plan from a team of financial advisors before, during or after exit
Call Me When... A business owner wants to maximize value by providing a credible growth story and platform for the buyer
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... Your client needs to leverage their personal balance sheet to create liquidity or your client needs to put a post liquidity plan into place.
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... 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 are considering selling your company or have a client looking to sell
Call Me When... You are looking to develop a strategic plan to build the value of your business.
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... 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... When a company needs an Client Accounting Services Firm
Call Me When... CEOs who has (or wants to have) the courage to grow an organization from whatever it is today to one that is rock solid, with a strong culture and a strong leadership team in place to maximize profit, value and impact.
Call Me When... You need an independent closely held business valuation assessment, quality of earnings and due diligence needs, or a financial forensic investigator.
Call Me When... You have clients with complicated financial situations who need pre-transaction planning for them and their family.
Call Me When... You are the CEO/President/Primary Stockholder/Family Ownership Leader rethinking your exit strategy ahead of all of the others. I am the trusted advisor CEOs talk to before they talk to anyone else.
Call Me When... the tax structure of a transaction requires evaluation and understanding
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... When you have a business client which could grow, or execute plans you have helped it develop if it only had additional capital.
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... You're overspending on operating costs and want to buy better.
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Chapter Events
Annual Summit Host
you have a client who is in need of sophisticated corporate legal advice and representation for a VC financing, Private Equity recap, and/or M&A event.
Gold Sponsors
Silver Sponsors
when you need a catalyst in guiding business owners to discover their personal values, goals and objectives, to ensure their end-in-mind objectives are met upon their business exit and/or transition
A business is planning a significant transition.
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.
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.
You need bank financing for a company based in New England with under $200MM in revenues. We provide financing for M&A, equity recaps, leverage cash flow deals and traditional business needs.
You have a client who could benefit by proactively managing their company to minimize financial risk, optimize value, understand their results, be proactively prepared for an eventual exit, and ensure efficient access to debt and equity.
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.
when a business owner is interested in considering the sale of their business, wants to how the M&A process works, and how to increase the value of the company between now and a liquidity event.
Bronze Sponsors
You or a client needs experienced deal counsel for middle market transactions.
We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.
your family business clients need help with strategic planning, profitability, organizational sustainability, professionalism, operating rhythm effectiveness and unexpected problem solving.