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... I am a Fractional Sales, Product & Operations executive that help private business when they are in trouble or stuck with their revenue and profit.
Call Me When... you are looking for someone to build a collaborative team to assist an owner in strategic activities to build and more attractive and valuable business, or to assist in the sell side diligence support for a transaction.
Call Me When... a business owner wants to sell or would like to strategize for an exit in the future.
Call Me When... you have questions on tax costs or savings when considering buying or selling a business.
Call Me When... an accurate value is needed for a transaction, including tax, estate, exits/sales, and compliance
Call Me When... You have questions about ESOPs or clients who may be interested in learning whether an ESOP may be an appropriate strategy to address their planning needs.
Call Me When... you have a question regarding the way to maximize the outcome of a founder's exit, including how to value the company, family/exit considerations, how to prepare a company for sale and the best process to meet clients' objectives.
Call Me When... I am a self funded investor out of Brentwood, TN. Interested in service and product based businesses with $350K-$2M in SDE/EBITDA. I have owned multiple businesses in the past (product manufacturing & multiple startups).
Call Me When... You've had the "a-ha" moment realizing that one day you'll move on from your business, and don't know where to begin - We'll get you on track!.
Call Me When... you are considering an M&A transaction (sell-side or buy-side) or capital raising. We are a rapidly growing boutique investment banking platform.
Call Me When... Fractional CFO since 1995, starting in Silicon Valley, now Nashville. Experienced with privately held companies in sales transactons - due diligence requests, preparation of financial statements, planning for the transaction.
Call Me When... the sale or purchase of a privately held asset is being contemplated.
Call Me When... life happens! There is never a bad time to start planning for your financial future whether it be for your career, your children, your retirement or your legacy.
Call Me When... We work with clients on pre and post transaction planning.
Call Me When... I'm a Southern-based, private equity investor and advisor with experience in healthcare, business services, niche manufacturing, specialty distribution, & financial services.
Call Me When... you want peace of mind while buying or selling a business.
Call Me When... Community Banking, Premium Finance Life Insurance, Business Treasury Services, Business and Personal Deposit and Lending
Call Me When... Need accounting and fractional CFO help. Along with assistance when buying or selling a business
Call Me When... You are looking to transact or raise capital for a healthcare services business.
Call Me When... you are buying or selling a business
Call Me When... Versatile, multi-faceted sales executive of diverse experience in retail and commercial banking. I bring a unique skillset that address change management along with banking services.
Call Me When... Closely-held business owners are looking for tax-efficient diversification strategies, business & estate planning.
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