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.
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Call Me When... 24/7 I am always available. I like to think that I out care my competition.
Call Me When... Business owner needs help with planning, trusts, investments, personal borrowing
Call Me When... a client or contact of yours is looking to (1) sell or purchase a business, (2) raise capital, or (3) invest in a business
Call Me When... You need an established M&A or private equity legal advisor.
Call Me When... The client needs to add a professional sales team to grow revenues and drive exit value
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... you or your clients are interested in creative ways to mitigate income and/or estate taxes.
Call Me When... Protecting & Growing a Client's Wealth.
Call Me When... When a business needs to improve their operations or their leadership needs to develop leadership skills.
Call Me When... you are seeking financing to buy our sell a business.
Call Me When... There is a need for commercial insurance and employee benefits consulting, with a focus on Captive Insurance.
Call Me When... You need advice for structuring and investing your wealth, planning to sell your business or real estate, setting up an efficient trust plan, or have a need tor a mortgage or loan.
Call Me When... Working with business owners and entrepreneurs in New York City achieve their goals with comprehensive financial planning
Call Me When... Top 20 CPA Firm -Specializing in: Strategy and Technology Transformation, Due Diligence, Consulting & Tax Strategies
Call Me When... Someone has a question about needs or expectations for the due diligence process.
Call Me When... when there are needs and/or questions regarding a proposed financing, including complex financial regulatory issues.
Call Me When... A Company Healthy or Stressed wishes to Sell or Mergeneeds new financing Senior and below.
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 want to expand and grow your investing strategy to secure an optimal diversified stock portfolio that protects your wealth.
Call Me When... EMPLOYMENT LAW ATTORNEY SPECIALIZING IN ALL MATTERS OF EMPLOYEES IN THE FINANCIAL INDUSTRY
Call Me When... You have a HNW client who needs world class planning and wealth management advice.
Call Me When... ERP Software for mid-market manufacturers, distributors and food companies
Call Me When... Full service investment banking for privately held, family and founder owned businesses
Call Me When... 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 Gold Sponsors
Tri-State Silver 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.
Tri-State Bronze Sponsors
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
Business owners need to prepare their financial, operational and technical systems for a sale and when buyers have identified an acquisition target for diligence.
You need a professional to discuss your business ownership exit planning options.
Gold Sponsors
You need your Business Insurance quoted whether it's for a new venture or to reducing overhead expenses.
Certified Strategy Planner - call me when you need a strategic plan to win in your market and get the results you desire.
You have questions about ESOPs or clients who may be interested in learning whether an ESOP may be an appropriate strategy to address their planning needs.
A Company Healthy or Stressed wishes to Sell or Mergeneeds new financing Senior and below.
Silver Sponsors
You need your Business Insurance quoted whether it's for a new venture or to reducing overhead expenses.
Certified Strategy Planner - call me when you need a strategic plan to win in your market and get the results you desire.
You have questions about ESOPs or clients who may be interested in learning whether an ESOP may be an appropriate strategy to address their planning needs.
A Company Healthy or Stressed wishes to Sell or Mergeneeds new financing Senior and below.
Bronze Bronze Sponsors
You need your Business Insurance quoted whether it's for a new venture or to reducing overhead expenses.
Certified Strategy Planner - call me when you need a strategic plan to win in your market and get the results you desire.
You have questions about ESOPs or clients who may be interested in learning whether an ESOP may be an appropriate strategy to address their planning needs.
A Company Healthy or Stressed wishes to Sell or Mergeneeds new financing Senior and below.