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 seek expertise in optimizing business strategies. Specializing in rewarding and safeguarding key individuals, as well as fortifying assets. I am here to ensure a smooth transition before, during, and after your exit.
Call Me When... We help owners and founders sell their businesses confidentially and for maximum value
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... 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.
Call Me When... Commercial Lending is needed
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... 8:00 a.m. - 5:00 p.m. Monday-Friday
Call Me When... Successors are needed in an accounting firm, or as financial professionals for new ownership
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... 9am - 5pm Monday thru Friday
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.
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... You are working with a business owner who needs comprehensive wealth planning related to the sale of their business.
Call Me When... Commercial banking, treasury management, merchant services, wealth planning, asset protection, currency hedging, interest rate derivatives
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... your business needs legal help.
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 a Construction company with an XPX need
Call Me When... Call me if you're in need of a business valuation, feasibility study, exit planning, optimization consulting, and/or litigation support.
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... it's convenient for you!
Call Me When... You are looking to plan for the future and protect your assets.
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