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... Small and lower middle market business owners require innovative support in exit planning, business valuations and M&A intermediary services.
Call Me When... You are starting to think about selling your business or looking to raise capital.
Call Me When... 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.
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... You have a client with complex financial issues that needs to develop, or improve, their financial plan.
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... Financial Advisor with experience in individual and business planning.
Call Me When... You want to examine the leverage that life insurance may provide, typically for estate planning/tax liquidity, business succession funding or future financial obligations.
Call Me When... you need a Wealth Advisor who understands what you are going through as a small business owner
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 need high quality valuation and advisory services
Call Me When... You are seeking financing to buy our sell a business.
Call Me When... you have any legal questions for your business from start-up through daily operations to wind-down.
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 have business valuation or advisory needs.
Call Me When... Mergers & Acquisitions, Partner Buyouts, Business Acquisitions, ESOP Financing
Call Me When... Call me when a client/prospect wants to discuss financial/estate planning, how a sale of a business will affect their plan and general wealth management, loans, and banking 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... 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... Business owner acknowledges that they need a new approach to grow their business. This could be part of an exit plan, or a company transformation.
Call Me When... You want to discuss using and Employee Stock Ownership Plan (ESOP) as a succession planning/exit strategy.
Call Me When... you need estate planning, business succession planning, federal estate tax and income tax planning
Call Me When... you have any questions on what to consider when making long term plans to to transition out of your business.
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there is a need for bespoke wealth management services for families that have accumulated significant wealth and are looking for a sincere, caring and optimistic advisor that truly cares about her clients.
You need a financial projection of your retirement income to help make your money last as long as you do; or, you want a better 401(k) or retirement plan for your company.
I assist in sell-side mergers and acquisitions of lower middle market companies. I am responsible for deal execution, including tasks such as modeling and finding potential buyers.
you need a CPA with extensive knowledge of accounting, tax planning and preparation, investments, private equity and M&A