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... Relationship Manager specialize in the middle market space and focused on industrial companies
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... Corporate & Financial Advisory Services
Call Me When... You need help navigating complexity and want to pre-experience wealth creation decisions.
Call Me When... A client is interested in exiting a business
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 need solutions for your financial and business problems.
Call Me When... You need to establish leadership philosophy, implement leadership and team development, co-elevate, navigate change management
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... You are looking to grow your business and prepare for selling or transitioning your business to new owners.
Call Me When... Fractional HR support/managed HR services- PuzzleHR provides through HR Due Diligence pre and post acquisition
Call Me When... Shareholders of a family-owned or closely held business are at or approaching a transition point relative to transferring ownership, management and/or control of the business.
Call Me When... You or your clients are in need of funding or are running into cash flow & liquidity problems.
Call Me When... You or your UHNW clients need a private banking and wealth advisory team that can provide financial solutions including wealth planning, investment management, custom lending for homes, investment properties, private aircraft and yachts.
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... Entrepreneurs form startups or business owners prepare for a tax-efficient exit.
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... commercial lending or an M&A Escrow Account needs a banker
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 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.
Call Me When... You need to establish leadership philosophy, implement leadership and team development, co-elevate, navigate change management
Call Me When... Anytime
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