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 or a client needs advise on how best to sell or acquire a business.
You need a skilled transactional attorney
Referrals need business consulting, executive coaching, leadership training or marketing support
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 if you're in need of a business valuation, feasibility study, exit planning, optimization consulting, and/or litigation support.
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.
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
Sales is a problem and you don't know how to fix it
You want to increase your profits and manage your business stress!
You have a business to sell and want the new owners to preserve the business name and treat the employees well.
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.
Successors are needed in an accounting firm, or as financial professionals for new ownership
Sandler Training offer sales development services to companies through: sales training, sales management coaching and sales consulting.
You need help solving problems in HR, Benefits, Payroll or Risk Management.
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 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)
Commercial banking, treasury management, merchant services, wealth planning, asset protection, currency hedging, interest rate derivatives
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.
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.
Individuals, Businesses, and even non profits,engage us to help identify and manage risks- especially those risks that are unnecessary.
You want to know the how your business fits into an overall financial plan: Transferable asset; Lifestyle Asset; or Investment Asset.
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.
Please call me before your exit is forced upon you without a plan, by circumstances out of your control.
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.
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 need a business valuation or forensic accounting to assist you in making critical financial decisions
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 need an experienced lead VC/PE investor, a M&A advisor specialist, or discreet C-level operational support.
We help owners and leadership teams get more from their business through a simple business management system called the Entrepreneurial Operating System
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!
Your client needs guidance on business progression or exit planning in the area of financial planning
A business owner is looking for a banking partner with Government Service, Healthcare, and International Trade expertise.
Call me when you need tools to help you launch focused owner transitions.
A business owner needs a consultative, strategic banking partner with access to national industry leaders
You have any question regarding buy-sell agreements, family estate planning, or nonprofit organization issues.
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, you can also call me when you need someone in your golf foursome.
Matters related to Commercial Real Estate or Business Brokerage