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 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.
Call Me When... Facilitate use of a Defined Benefit Pension Plan to enhance the buyer's ability to acquire the business and seller to have a smooth exit
Call Me When... it's convenient for you!
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... You are looking to plan for the future and protect your assets.
Call Me When... Commercial Lending is needed
Call Me When... Your company or a client needs help with sales. I can help them fix it, build a strategic plan, implement the plan, and coach a sales leader.
Call Me When... You want to increase your profits and manage your business stress!
Call Me When... 8:00 a.m. - 5:00 p.m. Monday-Friday
Call Me When... 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.
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... Sales is a problem and you don't know how to fix it
Call Me When... Commercial banking, treasury management, merchant services, wealth planning, asset protection, currency hedging, interest rate derivatives
Call Me When... your client needs guidance on business progression or exit planning in the area of financial planning
Call Me When... You are working with a business owner who needs comprehensive wealth planning related to the sale of their 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 need an experienced lead VC/PE investor, a M&A advisor specialist, or discreet C-level operational support.
Call Me When... you need help solving problems in HR, Benefits, Payroll or Risk Management.
Call Me When... 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.
Call Me When... 9am - 5pm Monday thru Friday
Call Me When... An owner wants to explore the 9 ways to retain and reward their key people and needs an organization that can design, install, manage, administer and can handle all the due diligence.
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