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... The client may be overpaying for products and services. We provide strategic cost advisory in over 50+ different cost categories and maximize the value of our clients' spend.
Call Me When... Merger and Acquisition and Owner Occupied Real Estate Finance
Call Me When... Need help managing growth, and exit and transition planning.
Call Me When... your client needs an attorney to buy or sell their business.
Call Me When... you're preparing to sell your business for a financial plan for life after.
Call Me When... Your clients need assistance in preparing for due diligence, stronger financial strategy and reporting, and raising capital.
Call Me When... you want to improve the benefits package for your employees and save thousands of dollars
Call Me When... A client is willing to review their customer & product (service) mix to increase profitability by two to four percent of revenue and be positioned for accelerated organic growth.
Call Me When... You have clients that are feeling stuck in their businesses. I can help get them back on track.
Call Me When... Equipment, working capital or acquisition funding; relationship banking
Call Me When... You need a business valuation - tax and estate planning, buy-sell, M&A, share-based comp, dispute resolution / litigation support, ESOPs, etc. We also assist clients with the sale process.
Call Me When... you want to enhance your company's performance, it's vital to enhance your technology approach, simplify procedures, and integrate cutting-edge reporting, automation, and AI solutions.
Call Me When... Want to take a company from good to great. International Professional Speaker on topics from marketing and sales to belief systems and improving team performance
Call Me When... you or clients need customized wealth management advise and financial planning that protects and grows your wealth
Call Me When... we provide capital for owners seeking a liquidity event while preserving ownership
Call Me When... You need transaction advisory or audit services.
Call Me When... liquidity events, financial planning, when to take business distributions, tax advice, retirement planning, investment management, estate planning
Call Me When... you need quality, affordable legal advice for a business that is considering a transaction, entering into a transaction, or wants to better position itself for a future transaction.
Call Me When... Transactional attorney focused on M&A, business, corporate, contracts, private placements, commercial real estate, and entity structuring.
Call Me When... when you aren't getting what you want from your business.
Call Me When... at the office during the day.
Call Me When... companies are seeking growth strategy, marketing, and communications pre, during and post transaction
Call Me When... You are identifying successors, need to align a leadership team, or integrate additions to your team.
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