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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.
CEO ADVISOR & CONTRACT CFO, PROVIDING SOLUTIONS FOR BUSINESSES - HELPING STARTUP, SCALE, RESTRUCTURE AND/OR TRANSITION.
You need help to understand your cash flow, establish and measure key indicators of performance or stage your operation for the rigor of a due diligence review or to perform a due diligence review.
You need a business valuation, litigation support, tax planning or preparation, an audit review or compilation, management consulting
A privately held company needs help with traditional CFO financial planning and analysis, controls, strategic planning and transition planning.
You would like an objective view on an exit you might be considering from a seasoned accounting and consulting professional.
You are looking for financing
Aprio is a full-service CPA-led advisory firm. We work with our clients on valuation, tax, and accounting matters throughout their exit planning process to ensure a successful business transition.
Personalized Family and Business Planning is a priority
You have any questions about how to buy or sell a business, or how to get a business ready to sell.
You want financial peace of mind and a clear and realistic vision of your financial future.
A family, client,or contact is looking to sell a business and needs the expertise of tax minimization, planning, escrow, or investment wealth strategies.
Call me for all of your Banking needs whether it be lending, depository, cash management, or wealth management.
At least 3 yrs prior to the business owner considering the sell of their business.
A Financial Accounting (Bookkeeping thru Controller) needs to be improved.
You are looking for an independent financial planning & investment management firm who works in partnership with a select group of current and former business owners and executives.
You need to assess and address the key talent and retention risks in a company.
You are aware of a small to mid-sized business that wants to launch, expand or improve their sales operations to drive revenue growth.
You are looking for a CPA who will be a part of your team helping you plan ahead, manage your finances and plan for taxes.
Strategic Solutions Group is a multi-faceted workforce development company and an authorized Sandler Training center.
Clients are in need of a part-time CFO or COO and an advisor for M&A and capital raise transactions
You want to build value and sell your business. We help you understand current value, assist in building value & then take your company to market to sell.
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.
Business is looking for funding to acquire another business, finance growth, buy real estate, equipment financing, refinance to improve cash flow and looking for advice on succession planning.
We often work with really successful family-owned businesses who want a team with enough firepower to proactively handle their personal wealth planning.
You need "one-stop" debt and equity (minority or majority) solutions to lower middle market companies (generally companies with EBITDA between $3 and $20 million)
There is any question regarding real estate or financing.
We guide sellers and buyers through every facet of the transaction; from planning and enhancing operations pre-sale through the confidential marketing, negotiations and due diligence.
Caber Hill Advisors is committed to working with business owners and CEO’s so they cansuccessfully fulfill their personal and professional legacies.
A family or executive is about to enter a period of transition whether that is starting or selling a business or considering any major life/professional changes
One is looking for a partner to help engage, educate and empower them toward the utilization of a wide range of investment tools in order to achieve their most important life's objectives.
Staff is not meeting your expectationsLiving in chaos with your business or firmNeed confidential guidance to resolve a problem
You need to understand the value of your business and options to create liquidity
You need someone on your team that can get into the details and also provide high level advise and counsel. Someone that will do what it takes to help the client be successful.
You have a business need with a tax angle, but you don't want the tax tail to wag the dog.
Historical and future financial reports need to be restructured, corrected, and customized. Streamline accounting procedures. Quarterly accountability to stay on track for projected growth
You have a client in need of legal services or a question involving a legal or business issue.
Phinney Caldwell Growth significantly improves performance in middle market companies. Our firm works closely with owner operators and families to help them design and execute plans that work
Call me when conflict between business owners and their internal or external partners impedes company profitability or cultural cohesion.
To assist you and your family in pursuing the peace of mind that comes from knowing that the important aspects of your financial life are thoughtfully orchestrated.
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.
Your client is thinking about: (i) selling a business; (ii) buying a business; or (iii) establishing a new retirement benefit plan. An ESOP solution could have significant advantages
- business owner considering selling in 1-2 years and wants to be tax efficient (trust & estate)
We provide senior level financial management services to Boards of Directors and CEOs.We work with CFOs and Controllers to accomplish complex accounting and financial projects
Your clients need a resource who can craft efficient and effective financial solutions regarding succession planning, executive benefits, employee benefits, and retirement planning.
You have a client who is in need of sophisticated corporate legal advice and representation for a VC financing, Private Equity recap, and/or M&A event.
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