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
You're trying to make the decision of what to do with your company: buy, sell, recapitalize?
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
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
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 would like to talk about buying or selling a business.
A business owner desires to sell their privately held business, or when you want advice about planning for a situation.
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
A Business Owner is considering an Exit or Succession Strategy
You want to scale your business and exit. *Right People; Right Seats is a question * In growth mode and need to build or expand your sales team *Your revenue stalled* To elevate your sales team good to great* Sales team is underperforming
You encounter a growing company that needs bookkeeping services. 540.421.7824
You want to grow or assess your intellectual property portfolio
Call me when you want to reach me or want my thoughts on an initiative or potential client issue.
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 are ready to set ambitious personal and business goals and ready to get the professional coaching to achieve them.
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.
You need someone to help coach, facilitate with groups, evaluate business readiness for shift in ownership
Considering buying or selling a business, franchise, or commercial property.
You need assistance with banking and finance issues.
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 need to build business value & growth through more effective customer and market expansion strategies.
You need help with with buy/sell, retirement plans, key person, personal financial planning, philanthropy, or asset protection.
A CEO or executive management leadership is required for venture capital acquisitions/divestitures or advancing scientific and techinical innovations into new companies
Expert guidance is needed in the buying, selling, leasing, investing and/or development of commercial real estate.
I am a results-driven attorney that leverages my legal skills & business acumen by partnering with clients to achieve their goals and objectives and drive business growth or exits through a variety of innovative opportunities.
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 a solutions oriented merger & acquisition lawyer or general business/corporate counsel for your company or business.
You have CPA questions. Small business accounting, tax planning and tax preparation.
A small to mid-size business needs CFO, Accounting, Tax planning, Tax resolution services.
Growing / evolving business can use entrepreneur-friendly fractional HR and people science support
Expense Reduction Analysts (ERA) is a global firm that delivers additional cash flow to middle market clients through savings found in their supplier base. We help firms inprove cash flow & EBITDA to help fund capital projects or prepare for exit.
Advice on financial planning and wealth management
You are seeking objective, comprehensive financial planning advice from a fiduciary.
Chapter Events
Founding Sponsors
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 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?
You are ready to set ambitious personal and business goals and ready to get the professional coaching to achieve them.
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 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 are seeking objective, comprehensive financial planning advice from a fiduciary.
You need assistance with banking and finance issues.
You need a solutions oriented merger & acquisition lawyer or general business/corporate counsel for your company or business.
Considering buying or selling a business, franchise, or commercial property.
You have CPA questions. Small business accounting, tax planning and tax preparation.
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!