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 want to discuss financing options to buy (or sell) a business, or to buy out an existing partner.
Call Me When... A business owner is looking to keep more of their hard earned money instead of giving it to Uncle Sam.
Call Me When... A Business Owner is considering an Exit or Succession Strategy
Call Me When... 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!
Call Me When... 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
Call Me When... You are considering franchise investment or growing your business.
Call Me When... growing / evolving business can use entrepreneur-friendly fractional HR and people science support
Call Me When... your business operations is hampering your growth or needs reinforcement in advance of an exit.
Call Me When... you have a business owner looking at selling a business with an enterprise value between $1m and $50m.
Call Me When... You want to get more from your business and create more value. We provide a simple yet powerful set of tools called EOS to help owners gain Vision, Traction and grow a healthy leadership team aligned with the company's Vision.
Call Me When... your Owner or Team Leader needs help improving his Team's Collaboration
Call Me When... A business needs to know where they are and how to get where they want to be. We provide a free 2-hour business assessment to validate their current valuation, identify gaps/opportunities to grow/scale/exit, and forecast revenue growth 5 years. Not o
Call Me When... a business owner desires to sell their privately held business, or when you want advice about planning for a situation.
Call Me When... Considering buying or selling a business, franchise, or commercial property.
Call Me When... a small to mid-size business needs CFO, Accounting, Tax planning, Tax resolution services.
Call Me When... 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
Call Me When... You want help to add value to your business by building a people-first culture that produces a healthy, high-performing organization.
Call Me When... You have questions about or need assistance with bank financing.
Call Me When... you want to discuss financing options to buy or sell a business or a partner buy out.
Call Me When... I serve owners of companies who want to increase cash, obtain financing, grow profitably, increase company value, plan strategically, and/or prepare a business to sell.
Call Me When... you want to grow or assess your intellectual property portfolio
Call Me When... you need help with with buy/sell, retirement plans, key person, personal financial planning, philanthropy, or asset protection.
Call Me When... you're looking for tax deferral strategies, investment management and comprehensive financial planning
Call Me When... Whenever convenient for you during business hours.
Call Me When... there is a business to be bought or sold, partnership to be structured, contract to be drafted, entity to be formed, will or trust to be created, or any legal planning objective to be accomplished.
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you need help with with buy/sell, retirement plans, key person, personal financial planning, philanthropy, or asset protection.
Considering buying or selling a business, franchise, or commercial property.
you want to grow or assess your intellectual property portfolio