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 highly customized, holistic wealth strategies solutions for ultra high net worth individuals, families and family offices, with an investment boutique experience utilizing the vast resources of a global financial firm - Morgan Stanley.
Call Me When... You or your client would rather accounting and timely financial reporting to be an expected managed recurring process. .
Call Me When... you have any question regarding buy-sell agreements, family estate planning, or nonprofit organization issues.
Call Me When... Commercial banking, investment real estate financing, SBA,SBA 504 and USDA guaranteed loans, owner-occupied real estate financing
Call Me When... Commercial Lending is needed
Call Me When... We use creative, out of the box thinking to assist clients - We Solve Problems! In addition, Our Job is to put money in your pocket!
Call Me When... You or a client needs advise on how best to sell or acquire a business.
Call Me When... I work with my PNC Private Bank partners, as well as with outside partners, to offer our clients financial solutions that meet the needs of them and their families.
Call Me When... You are looking to plan for the future and protect your assets.
Call Me When... Our passion is to create financial peace of mind for our clients. Our core values are Family, Faith, Desire to help people, Honesty and Happiness.
Call Me When... you have a business to sell and want the new owners to preserve the business name and treat the employees well.
Call Me When... your business needs legal help.
Call Me When... Successors are needed in an accounting firm, or as financial professionals for new ownership
Call Me When... Your business is not achieving its revenue goals, has high sales turnover, or lacks sales systems and processes. I use the Sales Xceleration platform which facilitates sales and profitability growth.
Call Me When... You have HR, Employee Benefit, Payroll, Risk Management needs. We have decrease the amount of time it takes to close a sale of a small business by up to 45 days.
Call Me When... 8:00 a.m. - 5:00 p.m. Monday-Friday
Call Me When... you need help solving problems in HR, Benefits, Payroll or Risk Management.
Call Me When... We help owners and founders sell their businesses confidentially and for maximum value
Call Me When... You have a Construction company with an XPX need
Call Me When... You have a client who is looking for their next business venture or revenue stream and would like the guidance of a franchise expert to explore options that would be a good fit.
Call Me When... We help owners and leadership teams get more from their business through a simple business management system called the Entrepreneurial Operating System
Call Me When... You have a client exploring the possiblity of selling the business, I can provide a complimentary Opinion of Value and general guidance of what to expect from the selling process.
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