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.
Member Directory
Call Me When... Start-ups and small business is my space. Over 20 years running a $25M business, and understands family owned business dynamics. Hands-on, roll up the sleeve player
Call Me When... You need counsel regarding financing (venture capital, private equity, etc.), or exit/combination events for your company.
Call Me When... A Founder owned business is looking for an investor or exploring a sale of their business.
Call Me When... Coaching consulting raising capital
Call Me When... You need a professional who recognizes that each transaction is unique and the suite of services required varies with each transaction.
Call Me When... If you need to invest vast quantities of personal assets.
Call Me When... A business is in need of financing, doing an acquisition or considering the sale of part or the entire company.
Call Me When... Your business is preparing to sell so we can assist with pre-transaction planning.
Call Me When... Business owners are exploring exit strategies
Call Me When... As part of the exit planning process, call me when a small or mid-sized business owner wants to understand the confidential transaction process, valuation drivers, and pitfalls to avoid while selling their business to a third party.
Call Me When... You need help evaluating a business owners personal financial plan. Income after the sale of a business is crucial, and most business owners have no idea what their income will look like after the sale of their business. I can help them.
Call Me When... You have a business need with a tax angle, but you don't want the tax tail to wag the dog.
Call Me When... A business owner or entrepreneur is ready to create a new business or wants to buy or sell and existing business.
Call Me When... Considering a sale; there's bookkeeping & accounting, but no CFO. Financial Modelling, Forecasting, KPI’s, Add-backs, Working Cap, Valuation, Due Diligence Support, & deep operational expertise.
Call Me When... When you're looking to sell your business, make an acquisition or raise growth capital
Call Me When... A CXO or Owner want to increase cash flow to meet unfunded business needs, capital expenses, or want to increase EBITDA to increase business sale value.
Call Me When... ...you have a business owner contemplating a liquidity event. Our team consists of a non-practicing CPA and T&E attorney as well as CFPs to not only do pre-sale planning but also to foster a lifelong wealth management relationship.
Call Me When... You need an accounting firm involved in the sales process (i.e. quality of earnings and/or tax structuring)
Call Me When... Strategic Operating and Business Development leader with a track record of increasing revenue, profits and market share growth for technology and financial services providers.
Call Me When... You're frustrated with the speed with which your company is growing, or concerned that you are growing too quickly to maintain control.
Call Me When... Your company requires structuring and obtaining customized financing and/or capital solutions to meet its objectives, or is interested in securing optimized terms and conditions for its sale through a highly managed process.
Call Me When... You need an attorney for your Florida legal transactions, including real and personal property, secured financing, mergers and corporate transactions. Strategy, negotiation, due diligence and execution are my strengths.
Call Me When... A business client desires financing or cash management, or other banking products and services, to help it grow, mitigate risk, operate more efficiently, or transition the business.
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