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 are working with a business owner: who can benefit from pre- and post- transaction analysis and financial modeling to evaluate the impact and tradeoffs of various deal structures.
Call Me When...
Call Me When... you have a client who need accounting & tax reduction support when selling a business or preparing to go on market!
Call Me When... 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
Call Me When... Our team has the resources and experience to assist our clients answer the all important question, do I have enough money for retirement?
Call Me When... you have a question about selling your business or need a valuation
Call Me When... neeed for Tax consulting, Entity Structure, Qaulity of Earnings and transaction advisory
Call Me When... Protecting & Growing a Client's Wealth.
Call Me When... I'm available 24/7
Call Me When... You need tech expert, in Cyber, Mobile, due diligence.
Call Me When... CPA -Specializing in QOE, Due Diligence, Consulting & Tax Strategies, Technology Transformation,
Call Me When... you're looking for planning and advice for your personal and business needs.
Call Me When... When a business needs to improve their operations or their leadership needs to develop leadership skills.
Call Me When... legal-business services
Call Me When... Business owner needs help with planning, trusts, investments, personal borrowing
Call Me When... 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... There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale
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... there is a need for bespoke wealth management services for families that have accumulated significant wealth and are looking for a sincere, caring and optimistic advisor that truly cares about her clients.
Call Me When... Middle Market Commercial Banking Relationship Manager covering publicly and privately held companies +25 million in revenue.
Call Me When... You need a professional to discuss your business ownership exit planning options.
Call Me When... you need to raise debt capital or engage in m&a
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... you need financial or tax due diligence services (buy-side or sell-side) in conjunction with an M&A transaction, from a reliable, experienced and responsive CPA.
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