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... A Company Healthy or Stressed wishes to Sell or Mergeneeds new financing Senior and below.
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 is considering a succession plan that aligns with their holistic financial plan for their family.
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... you need audit, tax, consulting and transaction advisory services related to your private equity funds and their portfolio companies
Call Me When... ERP Software for mid-market manufacturers, distributors and food companies
Call Me When... Protecting & Growing a Client's Wealth.
Call Me When... You need tech expert, in Cyber, Mobile, due diligence.
Call Me When... You want to monetize your company owned RE
Call Me When... You have a HNW client who needs world class planning and wealth management advice.
Call Me When... you or your client needs help planning for a liquidity event such as a sale, IPO, or merger. We are a nationally recognized team that helps owners make important decisions for them and their families.
Call Me When... There is a need for commercial insurance and employee benefits consulting, with a focus on Captive Insurance.
Call Me When... you want to maximize the value of your company before exit, or if you need help with financial modeling and financial storytelling
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.
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... legal-business services
Call Me When... Desire to save tax before selling a business
Call Me When... you or your clients are interested in creative ways to mitigate income and/or estate taxes.
Call Me When... Business attorney whose practice includes corporate formation, early-stage securities transactions and M&A.
Call Me When... Holistic Wealth Management: A virtual family office approach, supported by a network of CPAs, Investment Bankers, and advanced financial planners to support business owners through growth and monetization.
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... 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... you are looking for a comprehensive banking solution. CIBC provides commercial lending, acquisition financing, equipment financing, capital markets, and cash management solutions.
Call Me When... neeed for Tax consulting, Entity Structure, Qaulity of Earnings and transaction advisory
Contact & Connect
Chapter Events
Tri-State Gold Sponsors
Tri-State Silver Sponsors
Tri-State Bronze Sponsors
Gold Sponsors
Silver Sponsors
Bronze Bronze Sponsors