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 need a corporate attorney with extensive experience in M&A, business succession, securities law matters, employment incentive plans, outside general counsel services & other business law matters.
Call Me When... A business owner or any high net worth individual is in need of a private banking relationship with specialized advice on selling a private business as well as broader wealth management advice.
Call Me When... someone needs an insurance expert to make sure that the insurance program covers all the potential risks and claim scenarios.
Call Me When... We offer debt advisory and capital arranging services to middle market companies and private equity firms as well as M&A advisory services to founder owned businesses.
Call Me When... You need to establish leadership philosophy, implement leadership and team development, co-elevate, navigate change management
Call Me When... Specialized comprehensive wealth management services are needed for business owners who are contemplating a sale, or have just exited a business.
Call Me When... You want to get really to sell your company or looking to buy one
Call Me When... It’s time for you and your client to engage with a highly-collaborative and experienced team of subject-matter-experts that helps prepare owner-operators, their businesses, and their families for success before, during, and after their exit.
Call Me When... Business owners want to explore breaking up the sale of owner occupied real estate coupled with their business, ESOP 1042 qualified replacement property and monetization loans, and engaging in family office resources for estate planning
Call Me When... A business needs capital but a bank can't or won't lend. Any industry/geography.
Call Me When... Selling a company or acquiring another is a complex undertaking, and we manage the entire process and spend the time required to understand our clients' businesses.
Call Me When... Your Business Owners clients and/or contacts need help getting to the finish line.
Call Me When... you need solutions for your financial and business problems.
Call Me When... You are looking to grow your business and prepare for selling or transitioning your business to new owners.
Call Me When... You need to establish leadership philosophy, implement leadership and team development, co-elevate, navigate change management
Call Me When... Corporate & Financial Advisory Services
Call Me When... Anytime
Call Me When... A business owner is seeking to sell the company and needs assistance determining the financial and tax implications; or a buyer needs to perform financial and tax due diligence on a potential target.
Call Me When... Fractional HR support/managed HR services- PuzzleHR provides through HR Due Diligence pre and post acquisition
Call Me When... A client needs to enhance its brand for expansion or sale.
Call Me When... Entrepreneurs form startups or business owners prepare for a tax-efficient exit.
Call Me When... commercial lending or an M&A Escrow Account needs a banker
Call Me When... you need a trusted legal business advisor; advise on M&A, business succession planning, capital raising, employment agreements, equity compensation plans and other general counsel matters.
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