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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You want to grow or assess your intellectual property portfolio
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Considering buying or selling a business, franchise, or commercial property.
You need assistance with banking and finance issues.
You have CPA questions. Small business accounting, tax planning and tax preparation.
You encounter a growing company that needs bookkeeping services. 540.421.7824
You need a solutions oriented merger & acquisition lawyer or general business/corporate counsel for your company or business.
You are seeking objective, comprehensive financial planning advice from a fiduciary.
You need an experienced professional who is a highly effective communicator both in the board room and the stock room. Where creative ideas on business exit and business continuation planning that maximize owner/partners family opportunity are key!
A friend or client needs full service Opportunity Zone (Tax) Strategies or Investments. Also, contact me when a client is planning to create a substantial capital gain and would like to discuss deferral options and future CG liability forgiveness.
You need to reach your full Potential in your Business or Exit Strategy. I can help maximise your Profits, Cashflow and overall Business Efficiency
You are ready to set ambitious personal and business goals and ready to get the professional coaching to achieve them.
You're trying to make the decision of what to do with your company: buy, sell, recapitalize?