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.
Member Directory
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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 business owner needs assistance in managing their financial needs with a bank.
Call Me When... Consultative real estate brokerage for small business and midsized enterprises


Call Me When... Client has a challenge on the Corporate Finance portion of their business.


Call Me When... You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.


Call Me When... When operational performance needs to be improved for the organization. To include business processes and procedures, as well as cybersecurity programs, need to be assessed and improved.




Call Me When... Any time you have a tax, legal, M & A or estate planning need.


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... Any business or person is interested in buying, selling or financing a business or real estate


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... You have a business owner that is trying to prepare to exit their company / Individual or family in need of complex financial planning / individual with a desire to learn more about private investments


Call Me When... Results through forward-thinking creativity and strategy for transitions/succession, practice management/growth, leadership development and productivity improvement.


Call Me When... When you hear a family business owner is frustrated with leading an underperforming team. Utilizing our program, greater clarity is instilled into their management agenda and creating greater profits
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... 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... Hartman works with executive management to align innovative IT solutions with overall business strategy. We are an independent technology advisory firm providing unbiased guidance and leadership.
Call Me When... Fractional C-Suite opportunities, Strategic development and leadership opportunities, board positions, GovCon business development


Call Me When... You are looking for creativity and the ability to provide proactive advice. Our goal is to identify our clients' needs before they do.
Call Me When...


Call Me When... You want a fiduciary who has your best interest in mind and will guide you in making prudent financial decisions for your business or yourself!


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... you would like to discuss accounting issues and how we can help!


Call Me When... You have a client or prospect that has employees.
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.
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Gold Sponsors



At Capital Services, we provide our clients with unparalleled HR Consulting expertise with the goal of creating a "best-in-class" HR infrastructure to allow you to accomplish your goals and objectives
Silver Sponsors






Merrill Lynch or Bank of America may be of value or service.



You have an issue involving business or corporate law, tax,estate planning or estate administration, business growth or business succession planning.



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 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.



Client has a challenge on the Corporate Finance portion of their business.



You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.