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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.
Financial planning, goals-based wealth management (retirement, reducing taxable income, children's education, charitable giving, estate planning, etc.) Lending needs (home, business, other)
Sell-Side M&A Advisor focuses exclusively on achieving maximum valuations for private and family-owned companies in a sale or recapitalization of the businesses valued between $20 - $200 million.
Business is getting ready for sale or sucession planning.
You have any valuation related needs. I have significant experience in business valuation, intangible asset valuation, complex securities valuation, etc.
You desire a partner that truly understands what’s most important to you and employs an established process to build personalized strategies to assist you in reaching your goals with greater confidence and peace of mind.
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 client needs help structuring their business and personal finances to keep the most money in their pocket.
You need a business valuation or forensic accounting to assist you in making critical financial decisions.
You need a driven, experienced, and business-focused corporate attorney to help structure efficient transactions, close deals, and provide legal guidance to technology, software, and IT companies.
You have a need for understanding of the exposures facing the non-financial assets of the financially successful individuals and families.
There is a need for a credible commercial real property appraisal or valuation service. We provide an array of commercial property valuation services.
You have a client that is three to five years out from a sale and looking to maximize the value of their business.
When you have a business owner with an eye on a 5-10 year exit. I help with strategic planning, accountability and building up fundamental skills within a company.
A client a starting a business, starting to think about selling or growing their business, or any tax related or financial decisions need to be considered.
You have a business need with a tax angle, but you don't want the tax tail to wag the dog.
You want to explore getting the most benefit from your business, as well as how to preserve, protect and maximize the value it represents in your and your family's financial future.
A successful entrepreneur or business owner is thinking about a transition or sale and needs to know the implications and best strategy from the personal and family perspective.
Contact us before you sell your business to improve operations and EBITDA quickly without capital expenditures.
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.
Call me when you begin thinking about selling your business.
You are building an advisory team and I can assist in the wealth management side of retirement, multi-generational or other complex planning within that advisory team.
Buying or selling a business where sophisticated, experienced legal counsel is needed, but where, for whatever reason, representation by a large law firm doesn't fit.
You are, or know someone who is considering the sale of their business and need a trusted and confidential intermediary to guide them and manage the entire business sale process
You are looking to sell your company. We work with closely-held and family owned businesses with $3.0 to $100 million in revenue.
A multi-generational family business needs to improve its value in preparation for an exit
I support all industries involved with Commercial Real Estate Transactions through title insurance, 1031 Exchanges, searches, closing services.
There is a business valuation need, for succession planning, ESOPs, 409A, or litigation support.
Please call me when you are considering structuring a transaction and for strategic tax planning for individuals.
You feel you have, or will have, complex financial needs but don't have a coordinated comprehensive approach to addressing those needs.
Business Value needs to increase. Leadership needs development. Strategic planning needs revisiting. Teamwork needs improvement. Executional excellence is desired. Priorities need clarification. Culture needs to change
• You're tired of missing expectations
• Your operating performance is negatively affecting your ability to grow
• You want to implement growth strategies but lack scalable business processes
...when you have a client who needs a brand marketing strategy at any stage of business. Specialize in providing a fast, cost effective way to refresh their brand image and message.
A business owner is interested in joining a peer advisory group and/or business owner coaching.
A client is thinking about selling or in the final stages of the sale to help with the transition.
"If you are starting a business, own a business, or are looking to sell a business; I enjoy working with clients in all phases of their business life, from start-up through acquisition."
You are frustrated with the volume of non-revenue generating activities you perform or are concerned that you are not receiving the financial information you need to move your business forward.
Please call me before your exit is forced upon you without a plan, by circumstances out of your control.
You have the need for tax planning and consulting for your business or family.
You want to grow your business, but you don't know how.-You want to expand your practice area-You want to make more money-You want to hire new people-You want to open a new location
Fractional/interim CFO Services; you're in the hiring process, or you don't have a CFO and need someone to assist you in planning, cash flow, finance/accounting.
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.
You need the services of an experienced business and corporate lawyer.
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