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... When a business needs to improve their operations or their leadership needs to develop leadership skills.
Call Me When... A company wants to (1) benchmark their spend (complementary), (2) Optimize indirect costs to improve profits (3) Optimize indirect costs in a transaction situation (either buying or selling)
Call Me When... a valuation is needed. I perform valuations for gift and estate tax purposes, financial reporting, fairness/solvency, and healthcare compliance.
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... Contact me if you have any type of a business legal need.
Call Me When... you are considering buying or selling a business or simply evaluating your options.
Call Me When... Full service investment banking for privately held, family and founder owned businesses
Call Me When... you have a client who need accounting & tax reduction support when selling a business or preparing to go on market!
Call Me When... Exploring a Business Sale, an upcoming Liquidity Event, or have Investment Management and Planning Needs.
Call Me When... Seeking assistance on financial, strategic, SEC filings and capital structure assistance.
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... 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... 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
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... My team has developed a platform for employee retention and business sucession planning. and help entrepreurs
Call Me When... CPA -Specializing in QOE, Due Diligence, Consulting & Tax Strategies, Technology Transformation,
Call Me When... I am a middle market commercial lender looking to help businesses grow and thrive by providing bank senior financing to organizations. We provide Revolving Lines of Credit, Equipment Lines of Credit, Term loans and owner occupied mortgages.
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... you or your clients are interested in creative ways to mitigate income and/or estate taxes.
Call Me When... 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
Call Me When... a business owner(s) are looking to sell their business or discuss their future exit option
Call Me When... Newport is a nationwide consulting group which uses the Capability Maturity Model to help companies prepare for due-diligence prior to being sold.
Call Me When... It's time to see what your business is worth and take it to market
Call Me When... you are looking for employee stock ownership plan (ESOP) options for your company.
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