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... You need advice on how to manage the risks, taxes and complexities that accompany significant financial and business success
Call Me When... 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.
Call Me When... R4 Risk & Wealth Solutions®, is a multi-generational, family owned boutique specializing in benefits, insurance, and investment advisory services.
Call Me When... you are considering the purchase or sale of a business or want to plan for an exit.
Call Me When... An organization will benefit from C-level coaching / advisory around culture, leadership, team development, organizational focus and/or profitability
Call Me When... You have questions and need advise on Life insurance placement, design, premium financing, buy-sell agreements, split-dollar, key person, executive comp., retention strategies
Call Me When... you need a Wealth Advisor who understands what you are going through as a small business owner
Call Me When... you have any legal questions for your business from start-up through daily operations to wind-down.
Call Me When... You are starting to think about selling your business or looking to raise capital.
Call Me When... you have any questions on what to consider when making long term plans to to transition out of your business.
Call Me When... I can privide a comprehensive banking experience for lending and private banking.
Call Me When... you need estate planning, business succession planning, federal estate tax and income tax planning
Call Me When... Wealth Manager to UHNW Families
Call Me When... you desire guidance with you and your family's entire financial circumstance.
Call Me When... na
Call Me When... Credible pro-active and not reactive business/financial/tax/financial forensics/ligation support/other dispute resolution service and/or valuations are required
Call Me When... Small and lower middle market business owners require innovative support in exit planning, business valuations and M&A intermediary services.
Call Me When... You have business valuation or advisory needs.
Call Me When... You need a trusted advisor to work with your team to maximize cash flow through reduction to tax and understanding of financial terms of the deal.
Call Me When... You need a second opinion on Tax Diversifying Retirement or Insurance concerns including Key Man, Buyout, and Individual Term and Whole Life.
Call Me When... You want to discuss using and Employee Stock Ownership Plan (ESOP) as a succession planning/exit strategy.
Call Me When... Personalized Family and Business Planning is a priority
Call Me When... Ownership transition, preparing for sale, shareholder buyouts
Call Me When... You need M&A financial due diligence advisory on the buy side or sell side, or general financial advisory/strategic exit planning
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