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.
Nationwide, Preferred SBA 7a Lender, specializing in "main street" to lower middle market M&A transactions.
You want to examine the leverage that life insurance may provide, typically for estate planning/tax liquidity, business succession funding or future financial obligations.
You need to be confident that you are mapping out a great personal and financial (after tax) path that works best for YOU when navigating a major life transition event.
You need tax advice to assist in structuring a transaction
If you are a business owner, a CEO, or an individual of high-net worth,I can assist you in your legal needs as a tax attorney, a business attorney and an estate planner.
You need advice on how to manage the risks, taxes and complexities that accompany significant financial and business success
Third Arch makes long-term, control investments in high quality small businesses.
You are face complex financial management issues. My firm can provide the expertise of experienced professionals combined with the flexibility and pricing of a boutique firm.
You hit obstacles in meeting your personal or business objectives. HQ Exec offers Management Advisory Services to owners of privately held companies.
When the parents want to prepare their children to take over the business and/or when the parents and kids are fighting with each other and a cooler experienced head is needed.
You have leadership challenges at the top of your organization that must be addressed.
You have any questions on what to consider when making long term plans to to transition out of your business.
An organization needs help to improve Operations, develop strategies for growth or to counter new market threats to prepare companies for change or to help them get ready for sale.
A family, client,or contact is looking to sell a business and needs the expertise of tax minimization, planning, escrow, or investment wealth strategies.
Griffin/Stevens & Lee Tax and Consulting Network is a group of 25 tax, accounting, consulting and technology professional services firms, primarily operated by former Big Four professionals.
Personalized Family and Business Planning is a priority
You have any valuation related needs. I have significant experience in business valuation, intangible asset valuation, complex securities valuation, etc.
To assist you and your family in pursuing the peace of mind that comes from knowing that the important aspects of your financial life are thoughtfully orchestrated.
Owner wants to sell to exit, seek strategic investors, acquire to expand, or needs exit planning advice
A business owner is seeking to sell the company and needs assistance determining the financial and tax implications; or a buyer needs to perform financial and tax due diligence on a potential target.
You need financial advice with a full service wealth management team of specialists to assist with investment portfolio management, private banking, wealth planning, trust and fiduciary services.
There is a need for capital in guiding entrepreneurs, small business owners, startup companies and franchises with Small Business Administration (SBA) lending
Buying or selling a business where sophisticated, experienced legal counsel is needed, but where, for whatever reason, representation by a large law firm doesn't fit.
You need tax advice for a particular situation or are in need of compliance services.
You are starting a business, selling or buying a business, or need outside general counsel work for your small or emerging company.
You or your client are struggling with stress and anxiety related to business decisions, market uncertainties, and the challenges of business growth and exiting..
Your client needs due diligence or to prepare for due diligence and you need someone who will care for your clients well and integrate well with you.
You need the services of an experienced business and corporate lawyer.
You need a business lawyer for a corporate transaction, to help with the structuring of a company, including preparing the entity for a potential sale or purchase of the business
Call me when there is a need to generate addition cash flow out of secondary and fixed non-payroll expense
Your clients are heading towards a liquidity event. I can help transition towards that liquidity event by providing fiduciary expertise, investment advice and BNY Mellon's resources
Someone is needed to help shepherd along a process to achieve a specific result
Strategic Solutions Group is a multi-faceted workforce development company and an authorized Sandler Training center.
You are looking to transition your business to the next generation and want them to understand the business finances. Or if you want to make sure the financials represent the best of your business.
You are considering the purchase or sale of a business or want to plan for an exit.
You want to discuss using and Employee Stock Ownership Plan (ESOP) as a succession planning/exit strategy.
You need high quality valuation and advisory services
You'd like information on HR outsourcing, rebuilding the workplace, employee concerns, culture and employee benefits.
You’ve built a nice business, but you haven’t taken a real vacation in years and maybe you aren’t spending much time with the family. You know you want to pass it own or sell one day, but you can’t seem to get this thing where you want it.
R4 Risk & Wealth Solutions®, is a multi-generational, family owned boutique specializing in benefits, insurance, and investment advisory services.
An organization will benefit from C-level coaching / advisory around culture, leadership, team development, organizational focus and/or profitability
When you need a trusted intermediary to Sell your business,raise funds to grow your business or grow your business through acquisition.
You're looking to get liquidity for yourself and/or your shareholders.
Benjamin Ross Group represents business owners who want to sell their businesses and leave their employees and customers in capable hands.
When Building assets are sold through a buy/sell deal, there are always multiple ADA, Egress Code, Architectural, planning/zoning approvals, and Covid transition issues, please call us to help.
You have any legal questions for your business from start-up through daily operations to wind-down.
You are, or know someone who is considering the sale of their business and need a trusted and confidential intermediary to guide them and manage the entire business sale process
You require assistance At the Intersection of Law and Accounting; I can help with assessing transactions from valuing business interests to investigating financial representations in due diligence.
You have questions and need advise on Life insurance placement, design, premium financing, buy-sell agreements, split-dollar, key person, executive comp., retention strategies
When any type of financing or equity is needed.
You need tax advice for a particular situation or are in need of compliance services.
Credible pro-active and not reactive business/financial/tax/financial forensics/ligation support/other dispute resolution service and/or valuations are required
You need a business lawyer to help with developing and implementing a succession plan (including buy-sell agreements), forming new entities, drafting any kind of business contracts.
You need a second opinion on Tax Diversifying Retirement or Insurance concerns including Key Man, Buyout, and Individual Term and Whole Life.
You're ready to treat your business like an asset, and you don't want to pay taxes on the sale..
You require C suite, executive level end to end financial support services to professionalize your organization, build a strategy, improve cash flow and create value for your company.
Ownership transition, preparing for sale, shareholder buyouts
You want a business valuation, you are planning your business exit, or you are ready to go to market and sell your firm.
When there is an event in a client’s life which is causing stress or anxiety about financial complexity. Education and thoughtfulness leads to the construction of a plan and the feeling of security.