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.
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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... 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... 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... You want to improve culture or communication. You want to uplevel your sales or marketing. You want to improve your presentation skills
Call Me When... You have a client that has questions about their corporate legal structure, their transaction, or a dispute
Call Me When... Financial planning, goals-based wealth management (retirement, reducing taxable income, children's education, charitable giving, estate planning, etc.) Lending needs (home, business, other)
Call Me When... A Founder owned business is looking for an investor or exploring a sale of their business.
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... if you need to invest vast quantities of personal assets.
Call Me When... When you want to get profit-driving insights out of your company's data
Call Me When... Already spoke to Erik & Rana.
Call Me When... Commercial Banking Relationship Manager- Equipment financing, working capital, refinancing debt, improving treasury or merchant services
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 client needs a fiduciary adviser to oversee the sale of his business and wealth management during and after exit.
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... your client wishes to increase both the value and transferability of their business for an eventual exit.
Call Me When... When you're looking to sell your business, make an acquisition or raise growth capital
Call Me When... Your Looking to purchase or sell a company or need a valuation done.
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 are ready to start to prepare your business for sale for a confidential consultation!
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 need counsel regarding financing (venture capital, private equity, etc.), or exit/combination events for your company.
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... Research & Development Tax Credits, Cost Segregation Studies, and Accounting Method projects. Taxster is a value add firm that provides services that compliment existing CPA relationships
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Annual Sponsors
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.
You are ready to start to prepare your business for sale for a confidential consultation!
A Founder owned business is looking for an investor or exploring a sale of their business.
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.
Considering an exit or sale from a business to understand options available and planning techniques to consider for preserving wealth and ongoing growth
Strategic Operating and Business Development leader with a track record of increasing revenue, profits and market share growth for technology and financial services providers.
Bronze Sponsors
you need an attorney for business matters like M&A, other contracts, disputes, and litigation.
Business owner(s) interested in developing a risk profile. We take a systematic approach to risk and investment in order to generate liquidity and sustainable income streams.
Selling a company or acquiring another is a complex undertaking, and we manage the entire process and spend the time required to understand our clients' businesses.
I do valuations of private companies for estate planning, financial reporting and litigation.
You need the help of a team of experts to address complex planning issues around: Business transition, Wealth transfer, Sophisticated income and tax planning. My team consists of a Private Banker, Wealth Planner, and a Trust professional.