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
When you need a mission-oriented business and nonprofit attorney to help with IP, Formation, Contracts, Employment, and M&A matters.
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!
You need help with with buy/sell, retirement plans, key person, personal financial planning, philanthropy, or asset protection.
You or a client of yours is in need of a trustworthy banker who has the knowledge necessary to craft a truly tailored banking solution. My position puts me at the center of the client relationship, as I manage lending, deposits, and cash management.
A business owner desires to sell their privately held business, or when you want advice about planning for a situation.
You want to grow or assess your intellectual property portfolio
You need a solutions oriented merger & acquisition lawyer or general business/corporate counsel for your company or business.
I help exiting business owners design their next adventure. When selling your business is not a retirement plan, but a move to align your economic activity with a new purpose or lifestyle. My exclusive 12 step program ensures that your new venture f
A CEO or executive management leadership is required for venture capital acquisitions/divestitures or advancing scientific and techinical innovations into new companies
I offer full service Opportunity Zone (Tax) Strategies and Investments which includes Business Advisory; Real Estate Development; as well as Fund Organization, Advisory, and Administration.
You have any accounting needs including audit, tax and business resources such as accounting assistance including but not limited to daily entries, reconciling bank accounts, payroll processing.
You are ready to set ambitious personal and business goals and ready to get the professional coaching to achieve them.
Your business is experiencing stagnant or declining sales, and you need help with sales strategy, process, and execution.
There are leadership, communication and culture needs. My strength is in using patterns in language to establish right seat and what's blocking progress and success.
A leader has concerns with their sales org, or frustrations with having a predictable pipeline, or are challenged with process and rely too much on leadership/owners to get things done.
Seasoned Experts helping small to mid-sized businesses grow and become more profitable Interim & Part-time CFO/Controller, Profitability Improvement, Strategic Planning & Budgeting, Cost Reduction & Control, Best Practices, Key Performance Indicator
You have CPA questions. Small business accounting, tax planning and tax preparation.
Business planning, financial services & retirement planning for small business owners;
We can help with Planning and Investing. We believe in a holistic approach toward driving your investment plans. We work well with other professionals to help clients with their goals.
Considering buying or selling a business, franchise, or commercial property.
You meet someone who is experiencing a life event like selling a business, moving to the Raleigh area, received a promotion, just retired or about to retire, experienced a family death or wanting help developing a comprehensive financial plan
You are seeking objective, comprehensive financial planning advice from a fiduciary.
Expert guidance is needed in the buying, selling, leasing, investing and/or development of commercial real estate.
Clients call or should call me when they need realize their visual and verbal brand messages are no longer relevant or in accord with their mission or culture.
You need assistance with banking and finance issues.
A business owner would like to develop a plan that would maximize their business value, minimize their taxes and transfer their business to who they would like to transfer it to within their time frame
You need to build business value & growth through more effective customer and market expansion strategies.
I am an executive leadership coach working with CEO's of growth companies. I also facilitate strategic planning processes & help companies prepare for exits.
You encounter a growing company that needs bookkeeping services. 540.421.7824
You're trying to make the decision of what to do with your company: buy, sell, recapitalize?
Tax consulting, tax planning or tax return preparation for individuals or businesses is needed or when business valuation services related to purchase or sale transactions, gift or estate matters, or equitable distribution is required.
Growing / evolving business can use entrepreneur-friendly fractional HR and people science support
You need to reach your full Potential in your Business or Exit Strategy. I can help maximise your Profits, Cashflow and overall Business Efficiency
A small to mid-size business needs CFO, Accounting, Tax planning, Tax resolution services.
Chapter Events
Founding Sponsors
A leader has concerns with their sales org, or frustrations with having a predictable pipeline, or are challenged with process and rely too much on leadership/owners to get things done.
A business owner would like to develop a plan that would maximize their business value, minimize their taxes and transfer their business to who they would like to transfer it to within their time frame
Clients call or should call me when they need realize their visual and verbal brand messages are no longer relevant or in accord with their mission or culture.
Silver Sponsors
You want to grow or assess your intellectual property portfolio
Inaugural Sponsors
You're trying to make the decision of what to do with your company: buy, sell, recapitalize?
You need a solutions oriented merger & acquisition lawyer or general business/corporate counsel for your company or business.
You encounter a growing company that needs bookkeeping services. 540.421.7824
Considering buying or selling a business, franchise, or commercial property.
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!
You need to reach your full Potential in your Business or Exit Strategy. I can help maximise your Profits, Cashflow and overall Business Efficiency
I offer full service Opportunity Zone (Tax) Strategies and Investments which includes Business Advisory; Real Estate Development; as well as Fund Organization, Advisory, and Administration.
You are ready to set ambitious personal and business goals and ready to get the professional coaching to achieve them.
You are seeking objective, comprehensive financial planning advice from a fiduciary.
You need assistance with banking and finance issues.