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... A client needs help in successfully implementing financial and operational improvements, completing acquisitions and divestitures, growth and business development, and restructuring and turnarounds.
Call Me When... Entrepreneurs form startups or business owners prepare for a tax-efficient exit.
Call Me When... Full service investment banking for privately held, family and founder owned businesses
Call Me When... Protecting & Growing a Client's Wealth.
Call Me When... Business owner needs help with planning, trusts, investments, personal borrowing
Call Me When... You want to expand and grow your investing strategy to secure an optimal diversified stock portfolio that protects your wealth.
Call Me When... Business attorney whose practice includes corporate formation, early-stage securities transactions and M&A.
Call Me When... either you or your client can benefit from trusted advise in the tax, accounting, or advisory space!
Call Me When... Navigating the uncharted waters of business transition - optimizing for your success.
Call Me When... Trouble with disengaged employees, Turnover, generational issues
Call Me When... It's time to see what your business is worth and take it to market
Call Me When... Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory
Call Me When... I'm available 24/7
Call Me When... You have a question or need with regards to any/all tangible asset (machinery or real estate) issues, including business valuation.
Call Me When... legal-business services
Call Me When... you want to grow your business from the bottom line up.
Call Me When... As a corporate financial planner, my firm helps to prepare business owners with a written financial plan that focuses on different types of selling options in advance of a sale
Call Me When... Companies or executives looking for ways to reduce employee acquisition costs and improve employee retention providing an alternative to “Stay Bonuses” including more flexibility, higher net income, increased benefits and reduced risk. Business owner
Call Me When... Insurance Due Diligence. Human Capital Consulting. Group Purchasing Consortiums. Avoid Margin Erosion from insurance costs before going to market or post closing.
Call Me When... a business owner wants to increase the business multiple
Call Me When... you want to speak with a financial advisor with over 35 years of experience serving multi-generational families and family-owned business owners
Call Me When... Seeking assistance on financial, strategic, SEC filings and capital structure assistance.
Contact & Connect
Chapter Events
Tri-State Gold Sponsors
Tri-State Silver Sponsors
Tri-State Bronze Sponsors
Gold Sponsors
Bronze Sponsors