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 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
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.
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
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.
A Business Owner is considering an Exit or Succession Strategy
You're trying to make the decision of what to do with your company: buy, sell, recapitalize?
Your business is experiencing stagnant or declining sales, and you need help with sales strategy, process, and execution.
A small to mid-size business needs CFO, Accounting, Tax planning, Tax resolution services.
I am an executive leadership coach working with CEO's of growth companies. I also facilitate strategic planning processes & help companies prepare for exits.
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.
You are seeking objective, comprehensive financial planning advice from a fiduciary.
You need help with with buy/sell, retirement plans, key person, personal financial planning, philanthropy, or asset protection.
You would like to talk about buying or selling a business.
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 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
A CEO or executive management leadership is required for venture capital acquisitions/divestitures or advancing scientific and techinical innovations into new companies
Growing / evolving business can use entrepreneur-friendly fractional HR and people science support
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.
When you need a mission-oriented business and nonprofit attorney to help with IP, Formation, Contracts, Employment, and M&A matters.
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 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 someone to help coach, facilitate with groups, evaluate business readiness for shift in ownership
You are ready to set ambitious personal and business goals and ready to get the professional coaching to achieve them.
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.
Considering buying or selling a business, franchise, or commercial property.
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 to build business value & growth through more effective customer and market expansion strategies.
You need assistance with banking and finance issues.
Business planning, financial services & retirement planning for small business owners;
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 have CPA questions. Small business accounting, tax planning and tax preparation.
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.
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.
Fractional Human Resources Consulting for small/mid sized businesses and non-profits
Expert guidance is needed in the buying, selling, leasing, investing and/or development of commercial real estate.
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.
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.
Silver Sponsors
You want to grow or assess your intellectual property portfolio
Inaugural Sponsors
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 encounter a growing company that needs bookkeeping services. 540.421.7824
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!
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 seeking objective, comprehensive financial planning advice from a fiduciary.
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.
Considering buying or selling a business, franchise, or commercial property.
You need a solutions oriented merger & acquisition lawyer or general business/corporate counsel for your company or business.
You need assistance with banking and finance issues.