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
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... 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
Call Me When... An owner is contemplating the transition of their business and simply wants to know how to proceed.
Call Me When... Feel free to contact me if you have questions regarding the planning or execution your business succession.
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... 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... Pre-post planning for business owners. ($5MM Minimum)
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... Seeking responsive and flexible options for commercial and real estate lending needs.
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... Your client's would like to optimize or transition their real estate holdings
Call Me When... you need any kind of wealth management and planning advice.In addition to Investing, banking,lending and trust expertise on everything from executive compensation to philanthropy.
Call Me When... A Company Healthy or Stressed wishes to Sell or Mergeneeds new financing Senior and below.
Call Me When... You need a valuation.
Call Me When... You need business valuations
Call Me When... I support financial advisors, trust & estate attorneys, cpa's in Tri-State on all areas of philanthropy.
Call Me When... Call me when....clients are approaching a liquidity event.
Call Me When... When a business needs to improve their operations or their leadership needs to develop leadership skills.
Call Me When... Your client is looking to make a charitable donation in advance of a business exit.
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 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.
Call Me When... You have sold an investment or income producing property and are looking for an alternative to a traditional 1031 Exchange.
Call Me When... There are state and local tax matters.
Call Me When... you or your clients are interested in creative ways to mitigate income and/or estate taxes.
Call Me When... Anytime
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