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
Organizations need to save money and time so they can better pursue their mission and goals
A business owner is or should be considering considering the next opportunity for their business. Are they expanding? Are they planning to exit or sell? Will they be financially independent?
Any organization is seeking to increase EBITDA by lowering their business costs
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.
You are in need of a tax mitigation specialist, particularly when you're facing a large capital gains tax and need a solution.
Your client is looking to make a charitable donation in advance of a business exit.
Considering how best to fund organic growth or acquisition, whether debt or equity, and requiring execution expertise and capability.
A preeminent corporate lawyer with experience in sell/buy-side mergers and acquisitions, venture capital and securities law; consummate deal maker with ability to lead and close deals of all sizes.
Someone needs education on how to protect, grow, and exit their business.
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.
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.
There are family business, wealth planning and investment, or executive compensation problems to be solved.
You have sold an investment or income producing property and are looking for an alternative to a traditional 1031 Exchange.
There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale
You or your clients are interested in creative ways to mitigate income and/or estate taxes.
I help entrepreneurs and corporate executives achieve quality of life and financial freedom
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.
You have the need for tax planning and consulting for your business or family.
Companies or executives looking for ways to reduce employee acquisition costs and improve employee retention providing an alternative to “Stay Bonuses” including more flexibility, higher net income, increased benefits and reduced risk. Business owner
Thinking about a liquidity event in the near term or over the horizon and want to maximize your enterprise value? We should talk.
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 company, stressed or healthy, needs to sell, merge or access financing
We provide senior level financial management services to Boards of Directors and CEOs.We work with CFOs and Controllers to accomplish complex accounting and financial projects
Seeking assistance on financial, strategic, SEC filings and capital structure assistance.
Your client seeks options over the tax bite on his income, carried interest or potential sale of the underlying asset.
24/7 I am always available. I like to think that I out care my competition.
You simply need a second set of eyes on a solution or are looking to provide a creative holistic strategy to enhance the after tax value of a family enterprise
There is a need for personal insurance and individual risk management consulting
A Company Healthy or Stressed wishes to Sell or Merge
needs new financing Senior and below.
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
There is a cultural misalignment during a pre or post M&A transaction or the organization you are dealing with lacks direction or purpose.
Clients are looking to build value through better accounting and finance, operations, and technology ahead of an exit
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.
Navigating the uncharted waters of business transition - optimizing for your success.
You want to find the profit that is hidden in your expenses.
When you're involved in a transaction that needs assistance with either buy-side or sell-side due diligence/Quality of Earnings
There is a business for sale or is looking for growth equity. Or, if off market real estate is for sale.
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
Business attorney whose practice includes corporate formation, early-stage securities transactions and M&A.
You are looking to sell your business
Legal guidance for M&A / exit planning strategy and general business, manufacturing, distribution, entertainment, media, advertising, software, blockchain, and technology legal matters.
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.
Need financial planning for buy or sell side transactions
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
Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory
Chapter Events
Tri-State Silver Sponsors
Clients are looking to build value through better accounting and finance, operations, and technology ahead of an exit
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
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.