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
Client would like to exit and wants to meet their financial/life goals; we can stress test various scenarios to illustrate what the future might look like.
Call me when you need estate planning, estate and trust administration, help with probate matters, or business succession planning.
You or someone you care about would like to review investment strategies, financial and estate plans, ideas on how to increase the value of a privately held business, and exit strategy techniques
Please feel free to call me anytime between 7:00AM and 6:00PM on weekdays.
You are thinking about, thinking about selling your company. There are steps that you can be taking to prepare your business to sell that can maximize the amount it's valued at.
You have a client that is three to five years out from a sale and looking to maximize the value of their business.
When there is a need for an owner to understand, enhance and transition value.
There is an opportunity to participant in events, meetings etc. Open to any and all communication
A family needs customized investment management solutions and help integrating management of their portfolios with income tax and estate planning professionals.
You are interested in taking a holistic look at your Financial picture including where your personal life and business life intersect
You are looking to sell your company. We work with closely-held and family owned businesses with $3.0 to $100 million in revenue.
A company needs an accomplished financial exec to advise owners and investors on exit planning, financial presentations and operating/financial projects. Also serve on Board of Directors
You need to understand the value of your business and options to create liquidity
You would like a trusted, experienced advisor to offer guidance on clients looking to plan for an eventual transition from their business.
Call me when you or your client are contemplating banking, lending, capital expenditures, investing, planning, and any other aspect of wealth management as it relates to your closely held business.
Whenever you or a client need legal services; you or your client are buying or selling a business; family business planning; business and corporate services; estate planning and succession planning
Transactional service provider: Collateral Agent, Custodian, Escrow Agent and Trustee.
You have a client in need of legal services or a question involving a legal or business issue.
To discuss how we can work together to provide better outcomes and experiences for our clients, helping them manage complexity and align their personal, business and financial objectives.
You or your clients need legal representation or advice on mergers and acquisitions, debt or equity financing, joint ventures, securities and corporate governance.
Our team has the resources and experience to assist our clients answer the all important question, do I have enough money for retirement?
Your clients need a resource who can craft efficient and effective financial solutions regarding succession planning, executive benefits, employee benefits, and retirement planning.
Senior Advisor providing strategic total rewards consulting to employers. Lead complex client engagements with C-Level decision makers. Helping organizations mitigate their Risk and advance the Health & Careers of their people.
A business valuation is needed for business planning, estate planning or litigation.
...you and your leadership team are working too hard, not getting the results you expect, and want someone to work at your side to help you execute new ideas that really succeed!
Call me when your client is frustrated because their business is not growing as fast as they want. As a business coach I help companies identify and remove growth roadblocks so they can grow faster and with less pain.
You or your client are considering selling your business or need general legal advice.
When you or your clients have a problem or issue to solve, I will work diligently to help you solve it!
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 are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.
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.
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.