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.
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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... Corporate & Financial Advisory Services
Call Me When... A business needs capital but a bank can't or won't lend. Any industry/geography.
Call Me When... Business is looking for funding to acquire another business, finance growth, buy real estate, equipment financing, refinance to improve cash flow and looking for advice on succession planning.
Call Me When... You’re in need of finance/accounting expert talent- whether it's bandwidth augmentation, accounting process optimization, financial reconciliation, transaction due diligence, ERP optimization etc! Within 24 hours, we'll have a match from our network!
Call Me When... Your Business Owners clients and/or contacts need help getting to the finish line.
Call Me When... you have client looking to establish retirement plan
Call Me When... A Certified Exit Planning Advisor is needed for a business owner's transition advisory team and requires advance financial planning for post-sale of company including personal cashflow analysis, estate planning, investment advice and trust services.
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... 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 help navigating complexity and want to pre-experience wealth creation decisions.
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... I am a member of The Wealth Alliance, a boutique financial planning firm assisting that assists others with a variety of financial planning needs.
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... You are looking for a new CFO or Controller via Friends of the Firm or looking for new tax professional or auditor
Call Me When... Fractional HR support/managed HR services- PuzzleHR provides through HR Due Diligence pre and post acquisition
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... Legal advice, referrals, events
Call Me When... Anytime
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... You need to establish leadership philosophy, implement leadership and team development, co-elevate, navigate change management
Call Me When... Relationship Manager specialize in the middle market space and focused on industrial companies
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Tri-State Gold Sponsors
Tri-State Silver Sponsors
Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
Tri-State Bronze Sponsors
Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees
You need a professional to discuss your business ownership exit planning options.
Gold Sponsors
Your client is looking to put more in their pocket and less in the IRS'. Our firm focuses on helping clients climb the mountain of tax efficiency on their assets during pre and post retirement.
a business owner wants to exit but they have no Personal Financial Plan and no strategy to turn their proceeds into a sustainable income stream.
you have a business to sell and want the new owners to preserve the business name and treat the employees well.
You need to establish leadership philosophy, implement leadership and team development, co-elevate, navigate change management
Silver Sponsors
Your client is looking to put more in their pocket and less in the IRS'. Our firm focuses on helping clients climb the mountain of tax efficiency on their assets during pre and post retirement.
a business owner wants to exit but they have no Personal Financial Plan and no strategy to turn their proceeds into a sustainable income stream.
you have a business to sell and want the new owners to preserve the business name and treat the employees well.
You need to establish leadership philosophy, implement leadership and team development, co-elevate, navigate change management
Bronze Sponsors
You are looking for a new CFO or Controller via Friends of the Firm or looking for new tax professional or auditor