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.
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Call Me When... You are in need of preparing your business for sale, or in need of optimizing, scaling, or turning around your business
Call Me When... Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.
Call Me When... Your client needs a non biased review of their existing life, disability, long term care, or executive benefits policies, buy/sell agreements or informal business valuation.
Call Me When... Call me when you have a company who doesn't make it to the closing table. I can coach them towards improvement on virtually any topic (financial and non-financial) so they become better prepared to make closing a reality.
Call Me When... You have a CFO that is in need of consulting/advisory services within Operational/Strategic Finance, Executive Serivces Placement. Also for Private Equity and their port co's.
Call Me When... a business owner wants to exit their business on their terms and without regret
Call Me When... A business is looking to consider ownership change or set up a retirement plan.
Call Me When... Needing to marry investment management with true, holistic financial planning.
Call Me When... Helping small to lower middle market businesses in healthy or distressed situations with performance optimization, asset maximization, turnaround management, and liquidation.
Call Me When... a business owner client of yours is wanting to exit but wants also to increase the business value prior to sale. Also if the Business Owner needs to determine what sale amount will produce a sustainable future income, I can help determine that.
Call Me When... ...you are working with a business owner who is contemplating selling or recapitalizing their company. We can assist with pre-sale planning before the event and with wealth management after liquidity has been taken out of the company.
Call Me When... your client is getting serious about an offer to sell, so we can explore highly effective tax strategies.
Call Me When... you need accounting and tax assistance with your next transaction. Our team of dedicated transaction advisory specialists focus on middle market and lower middle market space. We perform services on both the sell and buy side.
Call Me When... businesses need help reducing their total cost of risk.
Call Me When... You want to quantify advice you are giving to business owners - to give them confidence to move forward
Call Me When... You want a seasoned attorney to assist with any franchise related business, be it a franchisor or franchisee. I love helping start-ups!
Call Me When... I am a book writer and publisher. I help business leaders to become business influencers by sharing their stories.
Call Me When... Lower middle and middle market companies need help figuring out and executing on both, organic and inorganic growth opportunities.
Call Me When... You need more than a traditional wealth manager. BIP Wealth is constantly working and consistently innovating to make your money go further.
Call Me When... a business owner is interested in selling their business or receiving a valuation of their business; or when a prospective buyer is searching for a business to acquire.
Call Me When... there is an issue related to business valuation, or an opinion of business value is needed to support tax reporting, financial reporting, a transaction, or a dispute.
Call Me When... You, as a business owner, executive, or professional, are interested in improving business performance or securing your financial future.
Call Me When... a Certified Financial Planner (CFP) or Certified Exit Planning Advisor is called for
Call Me When... You need to decide if you will have enough, will it remain enough, and who should eventually get it.
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Gold Sponsors
You need a new story that gets your customer and the world to know just how awesome, different and valuable your business or organization really is.
you need accounting and tax assistance with your next transaction. Our team of dedicated transaction advisory specialists focus on middle market and lower middle market space. We perform services on both the sell and buy side.
Silver Sponsors
Bookkeeping, technical accounting, outsourced controller, compilation, reviews and advisory services to accounting firms.
Wise and experienced counsel is needed, particularly in respect to ongoing business operations, or future acquisitions or sales.
You need more than a traditional wealth manager. BIP Wealth is constantly working and consistently innovating to make your money go further.
Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.
you want to sell your company, understand the sale process and understand value.
You need to assist owners and key decision makers in defining roles and engaging talent as part of business growth and transition planning. Convert people strengths into business performance.
your client wants to reduce taxes and give back as part of the exit process.
You want a seasoned attorney to assist with any franchise related business, be it a franchisor or franchisee. I love helping start-ups!