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... 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... 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... 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... Sales is a problem and you don't know how to fix it
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 need a skilled transactional attorney
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... 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 or your client would rather accounting and timely financial reporting to be an expected managed recurring process. .
Call Me When... 8:00 a.m. - 5:00 p.m. Monday-Friday
Call Me When... Please call me before your exit is forced upon you without a plan, by circumstances out of your control.
Call Me When... Commercial Lending is needed
Call Me When... You need a business valuation or forensic accounting to assist you in making critical financial decisions
Call Me When... You have a Construction company with an XPX need
Call Me When... You are looking to plan for the future and protect your assets.
Call Me When... you have any question regarding buy-sell agreements, family estate planning, or nonprofit organization issues.
Call Me When... We help owners and founders sell their businesses confidentially and for maximum value
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 need help solving problems in HR, Benefits, Payroll or Risk Management.
Call Me When... you want to know the how your business fits into an overall financial plan: Transferable asset; Lifestyle Asset; or Investment Asset.
Call Me When... your business needs legal help.
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.
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