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 clear understanding of Technical Debt and Modernization opportunities to maximize valuations for Buy or Sell side participants, and a Day 1 Technology partner to execute and deliver value.
Call Me When... You are a business owner or high net worth individual who is looking for comprehensive financial planning.
Call Me When... We help closely held family businesses reduce their tax burden.
Call Me When... When you want a Commercial Banking partner to provide personalized deposit, loan, and cash management solutions to support the daily operations of your business.
Call Me When... You or your client needs help with M&A.
Call Me When... Fractional C-Suite opportunities, Strategic development and leadership opportunities, board positions, GovCon business development
Call Me When... Background in finance and commercial real estate, including development and bridge-lending. Avid passive real estate investor.
Call Me When... you would like to discuss accounting issues and how we can help!
Call Me When... Any time you have a tax, legal, M & A or estate planning need.
Call Me When... Client has a challenge on the Corporate Finance portion of their business.
Call Me When... your client needs is interested in philanthropy, needs information on charitable giving and/or wants to leave a legacy in the community
Call Me When... Your books are unreliable and/or postponed and you need better information to support your decision-making, or if you’re overwhelmed because bookkeeping takes too much of your time.
Call Me When... We have helped thousands of organizations transition successfully through our Mergers & Acquisitions du-diligence process. Our Human Capital division is well known and respected.
Call Me When... PL Consulting is a team of Full Time and Part Time highly trained bookkeepers who serve as the bookkeeping and live accounting arm for small businesses and CPA firms across the MD/DC/No. VA region.
Call Me When... your company is in need of executive level support in the area of accounting, IT, or operations. As your company goes through a period of rapid growth or change, we can provide the part-time support needed without the full-time commitment.
Call Me When... you need to know what all or part of your business or someone else's business is worth, whether you're buying, selling, complying with financial- or tax- compliance reporting requirements
Call Me When... Someone has a sales or ops leader job opening, we will provide either a fractional or full-time employee to replace them. Additionally, anyone looking to build aligned and cohesive teams through DISC and The Five Behaviors.
Call Me When... your clients have created new products, services, or branding that should be protected against copying by third parties, and when they need to maximize valuation of intellectual property assets for an upcoming exit
Call Me When... you or your clients are in need of CMO or senior marketing leadership help increasing brand value via brand messaging, identity, and/or communicating brand value via qualitative and quantitative analytics and other KPIs.
Call Me When... A Growing Operating Business is in need of a Commercial Banking Partner.
Call Me When... you have questions regarding the real estate you are using to run your business. Maybe your lease is coming up and you might need less space, more space or you want to stay but aren't sure if what your landlord shared is in line with market...
Call Me When... you need planning that incorporates your business and personal considerations in a way that combines the best of personal services and the newest innovations.
Call Me When... you learn of a financial advisory firm/professional in need of legal advice on an acquistion/sale, SEC/FINRA/CFP Board investigation, complyiing wtih a new regulation, or an employment issue.
Call Me When... When you want a banker and bank that provides custom lending & deposit solutions and sound advice on how to structure and utilize those solutions effectively and efficiently.
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