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.
You have any question regarding buy-sell agreements, family estate planning, or nonprofit organization issues.
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!
Please call me before your exit is forced upon you without a plan, by circumstances out of your control.
You have a business to sell and want the new owners to preserve the business name and treat the employees well.
You need help with your employee benefits programs, or when you are nearing Medicare eligibility and are looking to co-ordinate your group plan with social programs.
You have a project or client requiring business legal services such as: Documents or Operating Agreements, Business Contracts, Business Litigation, Mergers & Acquisitions or Real Estate Transactions
I have owned companies in manufacturing, distribution and services, along with well over 10,000 hours of coaching business owners. I will understand your business and your objectives.
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.
You need an experienced lead VC/PE investor, a M&A advisor specialist, or discreet C-level operational support.
The owner of a privately held business begins the process of planning and preparing for their eventual exit from their business, whether it be an inside sale or a sale to a third party.
You need "one-stop" debt and equity (minority or majority) solutions to lower middle market companies (generally companies with EBITDA between $3 and $20 million)
Matters related to Commercial Real Estate: Monetizing Seller Leases, Disposition, 1031 Exchanges, Bargain Sale to a Charity
You need a business valuation or forensic accounting to assist you in making critical financial decisions.
Call me if you're in need of a business valuation, feasibility study, exit planning, optimization consulting, and/or litigation support.
You are in need of a financial plan, a second opinion on your current investments and/or investment advice.
For Strategic Communication Planning, Reputation Management and Crisis Communications Planning & Execution.
Companies need any of the services listed below in
What do you hope to receive from and contribute to the XPX membership?
As well as those listed in Committee Opportunities
You need an expert to evaluate or value a business, require expert help in packaging and marketing your business, or are in a business dispute and need an expert valuation report or expert testimony
A member needs professional management assistance preparing to exit their business or a buyer needs assistance in preparing to purchase a business.
We help owners and leadership teams get more from their business through a simple business management system called the Entrepreneurial Operating System
You want to increase your profits and manage your business stress!
Individuals, businesses, and even nonprofits, engage us to help identify and manage their known and unknown risks regarding life insurance.
You see a situation requiring accounting, bookkeeping, somebody to do pro-formas, uncertainty in the accounting records, etc or help analyze a potential acquisition.
Individuals, Businesses, and even non profits,engage us to help identify and manage risks- especially those risks that are unnecessary.
You are looking to plan for the future and protect your assets.
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.
Operating your organization is no longer fun and you are plagued by low morale, flattened bottom line, and incresing stress.
You need a business valuation or forensic accounting to assist you in making critical financial decisions
1) The business owner recognizes his/her need for guidance to build transferable business value, or
2) is interested in exit planning assistance to build a plan around the owner's objectives
You need a skilled transactional attorney
A business owner or executive is in need of a strategic partner who can assist in the need for financing, deposit services or planning for themselves or for their company.
You have a questions about anything that you think I may be able to help with. Also, if you are seeking comprehensive financial planning and want to hear about how our team delivers that.
You need to build value and leadership in your business for a successful exit. I help owners get more from their business by helping implement a simple business management system called the Entrepreneurial Operating System (EOS)