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 a Wealth Advisor who understands what you are going through as a small business owner
Call Me When... I can privide a comprehensive banking experience for lending and private banking.
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 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... Ownership transition, preparing for sale, shareholder buyouts
Call Me When... you have any legal questions for your business from start-up through daily operations to wind-down.
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... 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... 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.
Call Me When... you need consult for your Business 0r Estate planning life Insurance options
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... Business valuation for ESOP, SBA, Exit Planning, Estate and Gift Tax
Call Me When... You need high quality valuation and advisory services
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... I assist companies with transaction readiness, buy/sell side due financial due diligence support and QofE preparation, Working Capital analysis and closing support, assistance with GAAP compliance, and a variety of other accounting services.
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... 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... 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 advice on how to manage the risks, taxes and complexities that accompany significant financial and business success
Call Me When... You are starting a business, selling or buying a business, or need outside general counsel work for your small or emerging company.
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