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 know a business leader who is frustrated, or wants to optimize for growth/sale. Clarify, Simplify, Execute!
Call Me When... you or clients need customized wealth management advise and financial planning that protects and grows your wealth
Call Me When... Complex corporate valuation and business owner advisory on deals, buyouts, transfers of shares
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... A business owner is ready for a transition but not sure of the right path to follow.
Call Me When... your client needs an attorney to buy or sell their business.
Call Me When... Accounting consulting, audit readiness, outsourced controllership
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... You are identifying successors, need to align a leadership team, or integrate additions to your team.
Call Me When... you have a client in need of tax compliance and consulting. We can assist with succession planning, asset transfers, wealth preservation, and charitable giving.
Call Me When... “A well-prepared business gets more offers, and usually better offers, than does a less-prepared one. A well-prepared business also advances the sale more quickly. Chances are your business can be improved in ways that enhance a buyer’s confidence.
Call Me When... Wealth Management / Private Equity / Alternative Investments / Family Office
Call Me When... You are in need of audit or transaction advisory services. I specialize in companies and transactions where there is either some clean-up or complex matters that need to be addressed.
Call Me When... A business owner or stakeholder wants to learn how to learn how to transition their business when they want, to whom they choose, for the money they need. We can engage companies in any country with at least 25 employees and $1 mil. profit.
Call Me When... companies are seeking growth strategy, marketing, and communications pre, during and post transaction
Call Me When... Private Companies - Passthrough - Closely Held - Middle Market
Call Me When... Your a Financial Advisor - and need help with business owners
Call Me When... Advisor and partner to business owners and families in the articulation of their values and implementation of desired impact by layering tax efficiency with purpose-driven capital deployment.
Call Me When... If you know someone interested in selling there business in the next 5-7 years.
Call Me When... I provide unbiasted risk management stratagies to protect business owners unique and specific exposures so that they stay on the path of finacial security.
Call Me When... You have clients that are feeling stuck in their businesses. I can help get them back on track.
Call Me When... Client needs greater clarity and focus, improved communication and alignment, increased accountability, improved decision-making, greater scalability and growth.
Call Me When... you need a commercial lender and banker
Call Me When... Needed
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