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
24/7I am always available. I like to think that I out care my competition.
There's a $5MM+ liquidity event (past or imminent in the next 1-3 years) for an entrepreneur, family or non-profit org. Also for adult children in a wealthy family who will be inheriting money.
Over the past 30 years our team has established a reputation as being the "go to" place for entrepreneurs and business owners looking to maximize the transfer of wealth from the sale of a business
You have a client who needs tax advice, particularly in the areas of business structuring and formation, and due diligence when selling or acquiring a business.
A company wants to accelerate growth by scaling the owner, building a motivated culture where everyone works as a team while focusing on sales and marketing.
A family or individual is about to enter a period of transition whether that is starting or selling a business or considering any major life/professional changes.
Considering how best to fund organic growth or acquisition, whether debt or equity, and requiring execution expertise and capability.
Legal guidance for M&A / exit planning strategy and general business, manufacturing, distribution, entertainment, media, advertising, software, blockchain, and technology legal matters.
You have the need for tax planning and consulting for your business or family.
Your client seeks options over the tax bite on his income, carried interest or potential sale of the underlying asset.
There is a business for sale or is looking for growth equity. Or, if off market real estate is for sale.
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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.