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 the need for tax planning and consulting for your business or family.
Call Me When... You need financial or tax due diligence services (buy-side or sell-side) in conjunction with an M&A transaction, from a reliable, experienced and responsive CPA.
Call Me When... Anytime
Call Me When... organizations need to save money and time so they can improve their EBITDA
Call Me When... Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
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... You need an established M&A or private equity legal advisor.
Call Me When... You need a professional to discuss your business ownership exit planning options.
Call Me When... You are or know an owner/owners of closely held business that needs trustworthy advice regarding: Trust and Estate planning, Succession planning, advice on selling their closely held businesses at any stage from years away to an uninvited offer.
Call Me When... Seeking assistance on financial, strategic, SEC filings and capital structure assistance.
Call Me When... ERP Software for mid-market manufacturers, distributors and food companies
Call Me When... Your client is looking to make a charitable donation in advance of a business exit.
Call Me When... You need audit, tax, consulting and transaction advisory services related to your private equity funds and their portfolio companies
Call Me When... Contact me if you have any type of a business legal need.
Call Me When... Call me when....clients are approaching a liquidity event.
Call Me When... Consumer Growth Partners (CGP) is a private equity investment and advisory frm with an exclusive focus on retail and non-perishable branded consumer products companies in the lower middle market with $2.5-10mm of EBITDA.
Call Me When... You have coverage questions, or hard to place insurance.
Call Me When... Working with business owners and entrepreneurs in New York City achieve their goals with comprehensive financial planning
Call Me When... You or someone you know needs an Investment Banking intermediary for Merger, Acquisition, Divestiture, and more.
Call Me When... 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.
Call Me When... Considering how best to fund organic growth or acquisition, whether debt or equity, and requiring execution expertise and capability.
Call Me When... Private Equity bank financings
Call Me When... Exit or Succession Planning, Advisory Board
Call Me When... Works with business owner's from start-up to succession, guiding them through all stages of their business career to ensure they properly monetize what they built.
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.
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