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... You want to expand and grow your investing strategy to secure an optimal diversified stock portfolio that protects your wealth.
Call Me When... Navigating the uncharted waters of business transition - optimizing for your success.
Call Me When... you or your clients are interested in creative ways to mitigate income and/or estate taxes.
Call Me When... You or your clients have tax or business legal needs, including commercial agreements, executive compensation, tax planning, tax controversy and M & A counsel
Call Me When... It's time to see what your business is worth and take it to market
Call Me When... You have a HNW client who needs world class planning and wealth management advice.
Call Me When... Business attorney whose practice includes corporate formation, early-stage securities transactions and M&A.
Call Me When... I support financial advisors, trust & estate attorneys, cpa's in Tri-State on all areas of philanthropy.
Call Me When... With over 20 years of corporate law experience, I specialize in all facets of complex mergers, acquisitions, securities offerings, corporate transactions and general counsel matters.
Call Me When... a business owner is considering a succession plan that aligns with their holistic financial plan for their family.
Call Me When... You are looking for tax efficient solutions when your clients assets are sold.
Call Me When... you are in need of a tax mitigation specialist, particularly when you're facing a large capital gains tax and need a solution.
Call Me When... Exit or Succession Planning, Advisory Board
Call Me When... Protecting & Growing a Client's Wealth.
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... Whenever a Company is looking for information about ESOPs or when shareholder in a privately-held business is looking for a liquidity event.
Call Me When... you have an employee-related issue including court and agency cases, governmental personnel-related audits, or you need counsel on addressing any employee-related issue.
Call Me When... Full service investment banking for privately held, family and founder owned businesses
Call Me When... There is a need for commercial insurance and employee benefits consulting, with a focus on Captive Insurance.
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... Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
Call Me When... You want to monetize your company owned RE
Call Me When... neeed for Tax consulting, Entity Structure, Qaulity of Earnings and transaction advisory
Call Me When... Seeking assistance on financial, strategic, SEC filings and capital structure assistance.
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