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... 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 working with business owners/entrepreneurs that need help with pre-transaction planning.

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... your client is looking to sell their company or take chips off the table. We are a middle market investment bank advising private family owned businesses on selling their business, capital raising, ESOP and other advisory services.
Call Me When... Private Equity / Elegant Exits for Owners


Call Me When... I am a self funded search 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... Clients would like an advisor and partner in their banking. I am able to help with their lending needs; everything from office space, equipment, partner buy in/buy outs, and everything in between. I also specialize in cash mngmt. Value add so impt


Call Me When... In need of buy-side or sell-side financial due diligence


Call Me When... M&A and capital raising for entrepreneurs and family companies.


Call Me When... Investment banking, mergers and acquisition advisory, capital raising


Call Me When... a business owner wants to sell or would like to strategize for an exit in the future.


Call Me When... I am a corporate, securities, private equity and M&A attorney at Dickinson Wright, PLLC
Call Me When... At Navigate the Journey we help entrepreneurs (i) Scale their business, (ii) Grow their team, and (iii) Plan their life.
Call Me When... Lower Middle Market Exit Opportunties


Call Me When... Your business clients/prospects need to finance anything (Real Estate, Buyouts, Acquisitions, Working Capital, Equipment, etc.).


Call Me When... a business owner is looking for a liquidity event, but a strategic or PE sale isn't an option.
Call Me When... Accurate financial data is needed to analyze true profits for current and past years


Call Me When... A private business is seeking capital or corporate finance advice


Call Me When... To Learn how a business owner can plan for a death, disability or loss of a stakeholder or key person
Call Me When... I am a private equity investor, acquiring business service companies. I have a lot of expertise around the business exit preparation and process.


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... I'm a Southern-based, private equity investor and advisor with experience in healthcare, business services, niche manufacturing, specialty distribution, & financial services.
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Your client needs tax planning, estate planning, or charitable giving advice in connection with a transaction



Have question on SBA funding to purchase a business, buyout a partner or expand.
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.









I am a corporate, securities, private equity and M&A attorney at Dickinson Wright, PLLC



To Learn how a business owner can plan for a death, disability or loss of a stakeholder or key person