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 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... I provide small and medium businesses with elite CFO services and financial leadership on either a fractional, interim or project basus
Call Me When... 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.
Call Me When... 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.
Call Me When... You have business valuation or advisory needs.
Call Me When... 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.
Call Me When... Wealth Manager to UHNW Families
Call Me When... 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.
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
Call Me When... you desire guidance with you and your family's entire financial circumstance.
Call Me When... Owner wants to sell to exit, seek strategic investors, acquire to expand, or needs exit planning advice
Call Me When... there are human capital issues such as leadership, team dynamics, and delegation, or improvements are needed with organizational structure, process improvement, and customer satisfaction before a business can be sold at the highest value.
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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 leadership challenges at the top of your organization that must be addressed.
Call Me When... you have any legal questions for your business from start-up through daily operations to wind-down.
Call Me When... Strategic Solutions Group is a multi-faceted workforce development company and an authorized Sandler Training center.
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 hit obstacles in meeting your personal or business objectives. HQ Exec offers Management Advisory Services to owners of privately held companies.
Call Me When... Help guide business owners as they navigate complex financial situations by providing tailored financial planning, investment, business transition, and tax strategies, empowering them to make informed financial decisions that align with their goals.
Call Me When... there is a need for capital in guiding entrepreneurs, small business owners, startup companies and franchises with Small Business Administration (SBA) lending
Call Me When... someone is needed to help shepherd along a process to achieve a specific result
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