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 want to expand and grow your investing strategy to secure an optimal diversified stock portfolio that protects your wealth.
Call Me When... When a business needs to improve their operations or their leadership needs to develop leadership skills.
Call Me When... you have an employee-related issue including court and agency cases, governmental personnel-related audits, or you need counsel on addressing any employee-related issue.
Call Me When... you want to grow your business from the bottom line up.
Call Me When... Middle Market Commercial Banking Relationship Manager covering publicly and privately held companies +25 million in revenue.
Call Me When... Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory
Call Me When... A company wants to (1) benchmark their spend (complementary), (2) Optimize costs to improve profits (3) Optimize costs in a transaction situation (either buying or selling)
Call Me When... I support financial advisors, trust & estate attorneys, cpa's in Tri-State on all areas of philanthropy.
Call Me When... your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business
Call Me When... You have a client that is three to five years out from a sale and looking to maximize the value of their business.
Call Me When... A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.
Call Me When... I am a middle market commercial lender looking to help businesses grow and thrive by providing bank senior financing to organizations. We provide Revolving Lines of Credit, Equipment Lines of Credit, Term loans and owner occupied mortgages.
Call Me When... You have a client in need of legal services or a question involving a legal or business issue.
Call Me When... 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.
Call Me When... Clients are looking to build value through better accounting and finance, operations, and technology ahead of an exit
Call Me When... You are looking for tax efficient solutions when your clients assets are sold.
Call Me When... EMPLOYMENT LAW ATTORNEY SPECIALIZING IN ALL MATTERS OF EMPLOYEES IN THE FINANCIAL INDUSTRY
Call Me When... There is a need for commercial insurance and employee benefits consulting, with a focus on Captive Insurance.
Call Me When... I help entrepreneurs and corporate executives achieve quality of life and financial freedom
Call Me When... There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale
Call Me When... organizations need to save money and time so they can improve their EBITDA
Call Me When... You need a commercial banker
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