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.
Filtered by:
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 have a client who is looking to have their computer infrastructure and applications better aligned with their business which results in more productivity and less downtime.
Call Me When... a valuation of business or interest in a business is needed for estate planning, financial reporting or management planning.
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.
Call Me When... Oxford Planning Group, LLC provides solutions to help simplify our clients financial lives. We provide financial planning and investment planning advice to individuals, families and businesses.
Call Me When... To find out information on use of SBA loans or conventional small business loans for in expansion projects, and business acquisitions.
Call Me When... "If you are starting a business, own a business, or are looking to sell a business; I enjoy working with clients in all phases of their business life, from start-up through acquisition."
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... We help privately held business owners looking to grow or transfer their busines, access the Capital Markets and meet their Financial Planning and Insurance needs.
Call Me When... You or a client want to place the accounting and bookkeeping in the hands of a professional you can trust
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... Clients have issues with their insurance programs
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... 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... To prepare to sell, want to grow through acquisition, want an opinion of value or need assistance with turning your business around.
Call Me When... your clients anticipate a business succession or liquidity event because both significantly impact estate, trust, and asset transition planning.
Call Me When... Fractional C-Suite opportunities, Strategic development and leadership opportunities, board positions, GovCon business development
Call Me When... A business owner needs help to scale their revenue by building a sales process, sales infrastructure and sales strategy with the right sales leadership.
Call Me When... I am a partner in a CPA firm. I represent private equity and venture firms and their portfolio companies. Call me when you are in need of audit, tax or advisory services.
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... 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... Your business owner needs assistance in managing their financial needs with a bank.
Call Me When... I use my 30+ years experience to help people navigate the SBA lending programs. I can do up to 90% financing for business acquisitions and 100% of partner buyouts up to $5,000,000.
Call Me When... Home or investment property income is a consideration for growth equity or when as an HR advisor or benefits manager, you would like to provide discounts on mortgages for employees.
Contact & Connect
Chapter Events
Gold Sponsors
We have helped thousands of organizations transition successfully through our Mergers & Acquisitions du-diligence process. Our Human Capital division is well known and respected.
Silver Sponsors
Client has a challenge on the Corporate Finance portion of their business.
clients need experienced counsel with business succession planning and mergers and acquisitions.
You have a client that has been approached by a buyer or who wants a deeper dive into the exit options. My CFO background also serves clients interested in growing and building business value.
You or a client want to place the accounting and bookkeeping in the hands of a professional you can trust
A client needs help structuring their business and personal finances to keep the most money in their pocket.
You or your client needs a wealth management advisor who is a CERTIFIED FINANCIAL PLANNER™ professional who listens and takes time to understand the client’s story as well as their goals and aspirations.
you have an issue involving business or corporate law, tax,estate planning or estate administration, business growth or business succession planning.
Merrill Lynch or Bank of America may be of value or service.
You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.