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... Your client's would like to optimize or transition their real estate holdings
Call Me When... you or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.
Call Me When... you simply need a second set of eyes on a solution or are looking to provide a creative holistic strategy to enhance the after tax value of a family enterprise
Call Me When... you're looking for planning and advice for your personal and business needs.
Call Me When... I am a business lawyer practicing in a variety of transactional areas, with a focus on M&A
Call Me When... Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
Call Me When... need financial planning for buy or sell side transactions
Call Me When... A family needs customized investment management solutions and help integrating management of their portfolios with income tax and estate planning professionals.
Call Me When... A valuation is needed. I perform valuations for gift and estate tax purposes, financial reporting, fairness/solvency, and healthcare compliance.
Call Me When... Considering how best to fund organic growth or acquisition, whether debt or equity, and requiring execution expertise and capability.
Call Me When... Thinking about a liquidity event in the near term or over the horizon and want to maximize your enterprise value? We should talk.
Call Me When... you need to understand the value of your business and options to create liquidity
Call Me When... Seasoned Private Wealth Manager helping owners plan for the single most critically important financial event of their lives.
Call Me When... you want to grow your business from the bottom line up.
Call Me When... you need an operating executive, especially if you have a presence in Asia.
Call Me When... Exit or Succession Planning, Advisory Board
Call Me When... A preeminent corporate lawyer with experience in sell/buy-side mergers and acquisitions, venture capital and securities law; consummate deal maker with ability to lead and close deals of all sizes.
Call Me When... When there is a need for an owner to understand, enhance and transition value.
Call Me When... you are seeking financing to buy our sell a business.
Call Me When... Seeking assistance on financial, strategic, SEC filings and capital structure assistance.
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 coverage questions, or hard to place insurance.
Call Me When... you need business valuations
Call Me When... you are seeking a review of your financing needs, or you are interested in working with a sophisticated and flexible lending partner with experience in C&I, Asset Based Lending, and Real Estate.
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