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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 want a collaborative business attorney providing efficient, cost-effective and creative personal service on start ups, contracts, transactions and general business in all stages of business life cycle.
There is a request for traditional debt financing, should it be fully secured/C&I or cash flow with an amortizing air ball or an ESOP loan.
You or your client would like advice on how to efficiently grow and diversify existing wealth, or to convert recently generated liquid assets into reliable current and future income streams.
As an Implementer of the Entrepreneurial Operating System and certification by BEI as an Advanced Exit Planner (AExP), I provide the missing link to hellp business owners build business value.
Creative financing is needed. We specialize in providing SBA and USDA programs for owner-users nationwide. Loan amounts range from $500K to $5MM
Sales management expertise is needed to revamp and revitalize a client's sales revenue operations. A Sales Audit needs to be conducted to spotlight gaps and/or faulty sales processes and practices.
You or your client are struggling with stress and anxiety related to business decisions, market uncertainties, and the challenges of business growth and exiting..
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 working with a business owner and you need some financial modeling done to demonstrate the impacts or tradeoffs of various decisions or scenarios the owner is contemplating.
A family, client,or contact is looking to sell a business and needs the expertise of tax minimization, planning, escrow, or investment wealth strategies.
You need legal or business advice regarding mergers and acquisitions, debt or equity finance, joint ventures, securities, and other general corporate and commercial matters or transactions.
You need advice or representation re: shareholder/member disputes, business-to-business transactions and disputes, franchise law issues, or employment law issues.
Considering how best to fund organic growth or acquisition, whether debt or equity, and requiring execution expertise and capability.
Creative dealmaker with real-world experience as entrepreneur and attorney focused on maximizing value, reducing risk and preparing companies to be “transaction ready” for achieving successful exits
As a corporate financial planner, my firm helps to prepare business owners with a written financial plan that focuses on different types of selling options in advance of a sale
A business is planning a significant transition.
Call me when you begin thinking about selling your business.
A business has a "getting better" agenda and needs to contain costs on health insurance, reduce employment risk, offload administrative duties and become a better place to work!
You are aware of a small to mid-sized business that wants to launch, expand or improve their sales operations to drive revenue growth.
I help owners and leadership teams get more from their business through a simple business management system called the Entrepreneurial Operating System
Call me when you or someone you know are in need of Elevator related services.
Call when you or anyone you know is selling or buying and elevator related buisness.
A client needs to improve their bottom line in order to increase the value of their company.
You would like to know how a bank views a particular transaction, and different financing options available.
24/7I am always available. I like to think that I out care my competition.
Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.
You need tax advice to assist in structuring a transaction
You have a people issue keeping you up at night.
When you are looking for help with sales, management issues, hiring, and when you need a change of outlook
You need an entrepreneurial, growth-oriented finance executive who has served as CFO for high-potential middle-market companies, and can transform or turnaround your business.
You need legal advice on business transitions from expanding, selling or merging.
You or your clients have tax or business legal needs, including commercial agreements, executive compensation, tax planning, tax controversy and M & A counsel
You need someone to talk about financial transition management
You want to optimize either the occupancy cost or operational layout of your physical facilities in order improve the profitability of your company.
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 accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.
Please feel free to call me anytime between 7:00AM and 6:00PM on weekdays.
A client needs financial planning advice and wealth management as early as possible in a transaction, where they will have at least $5M in investable assets.
You need web design and digital marketing for lead generation and branding!
Do you have clients who are re-thinking their financial goals, or perhaps even their life and wealth goals, as a result of the pandemic, market volatility, or a liquidity event?
Your organization has a need for talented management executives and/or difficult to recruit positions. We recruit individuals "not looking for a job" which are usually the top successful people.
A company needs an industrial/commercial property valuation, for a business transaction, estate planing, refinancing,disposition of asset, for corporate files.
You are expecting a major liquidity event related to your company at any future time and need exit planning organization across multiple advisors or if retirement from an employer is within five years
You want a seasoned attorney to assist with any franchise related business, be it a franchisor or franchisee. I love helping start-ups!
Call me when you have a business in transition. I provide real solutions as a fractional CEO, operational CFO, experienced succession planner and as an operating executive.
You need high quality valuation and advisory services
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