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... Need help managing growth, and exit and transition planning.
Call Me When... You need help putting together a strategic plan, need accountability implementing your plan &/or when you and your team need training/coaching in various areas of your business.
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... At the office during the day.
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... companies are seeking growth strategy, marketing, and communications pre, during and post transaction
Call Me When... You're a business owner, or know of a business owner, that needs an investment bank or M&A firm to manage the entire process of selling/buying a business or raising debt/equity financing.
Call Me When... Your clients need legal assistance with their estate plan, including business succession and transfer tax planning.
Call Me When... Wealth Management / Private Equity / Alternative Investments / Family Office
Call Me When... You have Tax, Trust, Estates, etc. questions
Call Me When... Corporate Attorney with extensive M&A and start-up experience. I have also worked as an unofficial outside GC to many clients.
Call Me When... When employers are tired of guessing why their healthcare costs are increasing.
Call Me When... You have clients that are feeling stuck in their businesses. I can help get them back on track.
Call Me When... I help middle market companies increase enterprise value by recovering capital trapped in their health insurance budget with no disruption to employees.
Call Me When... You are identifying successors, need to align a leadership team, or integrate additions to your team.
Call Me When... Accounting consulting, audit readiness, outsourced controllership
Call Me When... You anticipate realizing a liquidity in the next 24 months.
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... Needed
Call Me When... You need a general contractor to facilitate the exit planning process
Call Me When... vcfo provides an integrated suite of finance, HR and recruiting support, including outsourcing and consulting solutions that improve operational performance and optimize productivity.
Call Me When... you want to improve the benefits package for your employees and save thousands of dollars
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