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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.
Looking for an expert advisor for businesses or their owners you’d be proud to refer? The XPX directories are our way of making it easy for business owners, professional advisors, and sponsors to find each other. Use the keyword search below or sort through the full database of our members to find the exact set of skills and experience you are looking for. If you are looking for someone in a specific geography, please also consider checking our Chapter directories.
You have any question or issue, regardless of whether you think it's a legal question. If I don't know the answer, I can connect you with somebody who does.
You need outsourced enterprise level accounting solutions to startups, small businesses, and nonprofits.
You need an expert in business valuation, purchase price allocations and/or financial forensics.
You need financial advice with a full service wealth management team of specialists to assist with investment portfolio management, private banking, wealth planning, trust and fiduciary services.
For assistance with traditional accounting services, including tax and audit, as well as planning for a successful exit for closely - held business owners.
When a top executive needs to grow revenue while still maximizing ROI.
A business client desires financing or cash management, or other banking products and services, to help it grow, mitigate risk, operate more efficiently, or transition the business.
You need a network or cyber security assessment and support to make sure your IT infrastructure aligns with your business needs.
You want financial peace of mind and a clear and realistic vision of your financial future.
You have a financing need whether for business acquisition or for business expansion, equipment purchases, or working capital needs, or you need a new Relationship Managed account with a bank.
You want to grow as a business, you are transitioning in your career, or you have litigation (and litigation avoidance) needs.
Your Client is looking for clarity and confidence on their financial decisions and for a smooth transition and to maximize the personal fulfillment as they embark on the next stage in their life.
You or your client have the desire to evaluate an M&A transaction, raise capital or prepare a top tier sales & growth plan.
Please feel free to call me anytime between 7:00AM and 6:00PM on weekdays.
Business owners are interested in an overview of how selling to a private equity firm works and what areas private equity investors are likely to be focused on during due diligence.
There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale
You have leadership challenges at the top of your organization that must be addressed.
Verdence Capital Advisors is a planning based RIA uniquely focused the allocation and transfer of first and second generation wealth.
There's a $5MM+ liquidity event (past or imminent in the next 1-3 years) for an entrepreneur, family or non-profit org. Also for adult children in a wealthy family who will be inheriting money.
Historical and future financial reports need to be restructured, corrected, and customized. Streamline accounting procedures. Quarterly accountability to stay on track for projected growth
We help privately held business owners looking to grow or transfer their busines, access the Capital Markets and meet their Financial Planning and Insurance needs.
A family or individual is about to enter a period of transition whether that is starting or selling a business or considering any major life/professional changes.
You have an issue involving business or corporate law, tax,estate planning or estate administration, business growth or business succession planning.
Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory
You need a business lawyer to represent you in the transition, sale or purchase of a business who will act to protect your interests and as a facilitator to get the deal done, not as an obstructionist
A business or municipality needs to evaluate the overall cost, performance and compliance of an employer sponsored plan (401k, 403b, DB, profit sharing, etc.)
A business owner is seeking to sell the company and needs assistance determining the financial and tax implications; or a buyer needs to perform financial and tax due diligence on a potential target.
The value of a business or business interest drives a material decision in your client's life.
A small or mid-sized business would benefit from the strategic guidance of an experienced CFO, but not full time. We focus on improvements to operations and financial performance, working with your accountant.
I help high net worth clients have a better relationship with their money. Call me when you are looking for multi-generational planning and financial coaching.
A neutral third-party assessment of business value is needed to assist in large figure decisions.
You have a client considering the sale of their privately held manufacturing, distribution or business-to-business service company.
You need valuation of a business or business interest for tax compliance, management planning, financial reporting or litigation support.
A client is about to or just had a life changing event, Birth, death, new job, marriage, divorce
You're frustrated with the speed with which your company is growing, or concerned that you are growing too quickly to maintain control.
You want to avoid having a deal blow up because the owner's mixed feelings surfaced in the form of seemingly irrational objections, concerns, or requests at the closing.
You need tax advice to assist in structuring a transaction
You're seeking a nimble firm for either M&A advisory on the transaction side, or wealth planning for owners on the pre-planning or divestiture side.
When you think you have out grown your accountant or feel like a nobody with your current accountant. Our firm size enables us to provide expert services while providing personal service.
Succession/liquidity planning options ("Consulting"), access to the debt or equity capital markets ("Corporate Finance"), or navigating the sale process for their business ("M&A Advisory").
A business owner is interested in joining a peer advisory group and/or business owner coaching.
A family, client,or contact is looking to sell a business and needs the expertise of tax minimization, planning, escrow, or investment wealth strategies.
Is seeking to build a plan for managing wealth (pre or post-sale).
You've made an acquisition and are asking "Now what?" I work with CEOs and owners to grow their businesses by planning acquisitions and post-merger integrations to increase revenue and reduce costs.
A business owner is or should be thinking about their ultimate departure from their business; Particularly when the client is an owner of or stakeholder in a family owned business;
You are ready to sell or buy a business or have a dispute to resolve with another business or your partner
You're looking for an advisor that takes a different approach to the practice of law. My practice is entirely focused on representing entrepreneurs.
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