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
You have a people issue keeping you up at night.
Feel free to contact me if you have questions regarding the planning or execution your business succession.
Your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business
Your client would benefit from an overall review of their balance sheet,investment and retirement accounts.You want a proven partner successful in serving highly-satisfied clients and their advisors
Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory
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.
When you're involved in a transaction that needs assistance with either buy-side or sell-side due diligence/Quality of Earnings
Organizations need to save money and time so they can better pursue their mission and goals
Pre-liquidity planning will help business owners define their personal and professional goals to confirm your business strategy and recommendations
You are frustrated with the volume of non-revenue generating activities you perform or are concerned that you are not receiving the financial information you need to move your business forward.
We are an M&A firm that specializes in business sales and exit strategies for small business owners with our "sweet spot" being companies with revenues between $5 million to $25 million.
Business attorney whose practice includes corporate formation, early-stage securities transactions and M&A.
Someone needs help making a financial decision
Pre-sale planning for Business Owners needing help structuring their wealth to minimize taxes before a transaction occurs and develop a plan to fund their lifestyle.
You are thinking about how to prepare for an exit event, have excess liquidity earmarked for a future transaction or would find holistic advise on investable assets additive.
A business owner is or should be considering considering the next opportunity for their business. Are they expanding? Are they planning to exit or sell? Will they be financially independent?
I help entrepreneurs and corporate executives achieve quality of life and financial freedom
Pre-post planning for business owners. ($5MM Minimum)
You or your client needs/wants to increase profitability, cash flow, understand their company's value and work towards developing a business transition solution that meets their needs and goals.
You simply need a second set of eyes on a solution or are looking to provide a creative holistic strategy to enhance the after tax value of a family enterprise
There are family business, wealth planning and investment, or executive compensation problems to be solved.
You need expertise in developing and implementing tax efficient strategies for wealth preservation and transfer, business succession, and charitable planning
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
Navigating the uncharted waters of business transition - optimizing for your success.
You are looking for a new wealth manager, will be selling a business in the near future or have recently sold a business, need a wealth planner
There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale
I am a CPA and CEPA and founder of The NYBB Group, M&A Advisors for companies $1M-$5-M in revenue.
A preeminent corporate lawyer with experience in sell/buy-side mergers and acquisitions, venture capital and securities law; consummate deal maker with ability to lead and close deals of all sizes.
Need financial planning for buy or sell side transactions
A Company Healthy or Stressed wishes to Sell or Merge
needs new financing Senior and below.
Customer Lifecycle Management and Operational Benchmarking Advisory Services
We provide senior level financial management services to Boards of Directors and CEOs.We work with CFOs and Controllers to accomplish complex accounting and financial projects
You or your clients have tax or business legal needs, including commercial agreements, executive compensation, tax planning, tax controversy and M & A counsel
When you think you have out grown your accountant or feel like a nobody with your current accountant. Our firm size enables us to provide expert services while providing personal service.
If your client needs to build a more scalable, sustainable business that is easier to manage and measure. We develop and execute operations, technology, and people strategies.
You are a private business owner or public company executive going through a transaction or thinking about a transaction. I can help you avoid the pitfalls along the way.
There is a cultural misalignment during a pre or post M&A transaction or the organization you are dealing with lacks direction or purpose.
Seeking assistance on financial, strategic, SEC filings and capital structure assistance.
Call me when you or someone you know are in need of Elevator related services.
Call when you or anyone you know is selling or buying and elevator related buisness.
Your facing a large capital gains tax and need a strategy
You, or your client, seek to sell your business to a trusted and experienced operator committed to directly managing and growing it for the long run
You want to find the profit that is hidden in your expenses.
You are working with a business owner and you need some financial modeling done to demonstrate the impacts or tradeoffs of various decisions or scenarios the owner is contemplating.
You are looking for employee stock ownership plan (ESOP) options for your company.
Thinking about a liquidity event in the near term or over the horizon and want to maximize your enterprise value? We should talk.
Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees
A client needs help in successfully implementing financial and operational improvements, completing acquisitions and divestitures, growth and business development, and restructuring and turnarounds.
You have questions about intellectual property matters
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
You are looking to maximize the value of your business by selling your company, making an acquisition or looking to raise debt or equity.
I support all industries involved with Commercial Real Estate Transactions through title insurance, 1031 Exchanges, searches, closing services.
You are looking for a new wealth manager, will be selling a business in the near future or have recently sold a business, need a wealth planner
Valuation, succession planning, pre or post transaction needs, need for new accountant, tax support, restructuring, financial risk management
You have sold an investment or income producing property and are looking for an alternative to a traditional 1031 Exchange.
Someone needs education on how to protect, grow, and exit their business.
An owner is considering the sale of the business and is willing to undertake an exit planning engagement prior to going to market.
You or your clients are interested in creative ways to mitigate income and/or estate taxes.
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Tri-State Silver Sponsors
If your client needs to build a more scalable, sustainable business that is easier to manage and measure. We develop and execute operations, technology, and people strategies.
When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees
Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
Tri-State Bronze Sponsors
Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.
When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees
If your client needs to build a more scalable, sustainable business that is easier to manage and measure. We develop and execute operations, technology, and people strategies.