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... Anytime
Call Me When... You are looking to maximize the value of your business by selling your company, making an acquisition or looking to raise debt or equity.
Call Me When... 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.
Call Me When... Your client's would like to optimize or transition their real estate holdings
Call Me When... business owners need a wealth manager who understands their unique pre and post transaction needs and is experienced collaborating with their team of trusted advisors.
Call Me When... A business owner is contemplating a transition, from strategic growth to successions, often years in advance of a transaction to best help the owner maximize their business' value and post-sale proceeds.
Call Me When... A client or prospect over 1mm in Revenue is looking to establish a Business Banking Relationship with JPMorgan Chase
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... legal-business services
Call Me When... The client needs to add a professional sales team to grow revenues and drive exit value
Call Me When... Full service investment banking for privately held, family and founder owned businesses
Call Me When... You need help with a business sale and help with evaluating options. Need a new financial advisor you won't outgrow
Call Me When... Business attorney whose practice includes corporate formation, early-stage securities transactions and M&A.
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... you want to grow your business from the bottom line up.
Call Me When... It's time to see what your business is worth and take it to market
Call Me When... Contact me if you have any type of a business legal need.
Call Me When... Business owner needs help with planning, trusts, investments, personal borrowing
Call Me When... I support financial advisors, trust & estate attorneys, cpa's in Tri-State on all areas of philanthropy.
Call Me When... There is a need for commercial insurance and employee benefits consulting, with a focus on Captive Insurance.
Call Me When... 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.
Call Me When... a business owner(s) are looking to sell their business or discuss their future exit option
Call Me When... Certified Financial Planner ("CFP") & Certified Exit Planning Advisor ("CEPA"). Working with business owners to create clarity and harmony between the life they have and the next chapter in front of them.
Contact & Connect
Chapter Events
Tri-State Gold Sponsors
Tri-State Silver 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.
Tri-State Bronze Sponsors
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
Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
You need a professional to discuss your business ownership exit planning options.
Gold Sponsors
You have a client that has questions about their corporate legal structure, their transaction, or a dispute
The client may be overpaying for products and services. We provide strategic cost advisory in over 50+ different cost categories and maximize the value of our clients' spend.
Whenever a Company is looking for information about ESOPs or when shareholder in a privately-held business is looking for a liquidity event.
Someone needs operational improvement, sales management consulting, financial management, debt and equity sourcing, M&A advisory services as well as turnaround and distressed asset management work
Helping small to lower middle market businesses in healthy or distressed situations with performance optimization, asset maximization, turnaround management, and liquidation.
Bronze Sponsors
You have a client that has questions about their corporate legal structure, their transaction, or a dispute
The client may be overpaying for products and services. We provide strategic cost advisory in over 50+ different cost categories and maximize the value of our clients' spend.
Whenever a Company is looking for information about ESOPs or when shareholder in a privately-held business is looking for a liquidity event.
Someone needs operational improvement, sales management consulting, financial management, debt and equity sourcing, M&A advisory services as well as turnaround and distressed asset management work
Helping small to lower middle market businesses in healthy or distressed situations with performance optimization, asset maximization, turnaround management, and liquidation.