Members of the XPX Atlanta Chapter are a select group of expert advisors to privately-held businesses.
These diverse experts are chosen by their peers for their expertise and shared values that include: Work collaboratively, Put the client first, Think long term, Consider the human angle and Always be learning.
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.
you our your clients need counsel regarding patent or technology law related matter.
If you are owner, President or CEO of a business that has reached the point where it has become difficult to grow your sales results without experienced sales leadership and oversight on your team.
Call me when you have a need for a trusted personal risk management advisor for high net worth individuals to partner with you to create effective strategies that protect their wealth and lifestyle
Bookkeeping, technical accounting, outsourced controller, compilation, reviews and advisory services to accounting firms.
someone has had or is preparing for a liquidity event and needs help evaluating their complete financial situation.
you want to discover what's possible & make the leap/step-change to be the best version of you. Whatever outcomes you want to achieve, you need to drive change in your business, teams & ultimately yourself. Let us help and accelerate your journey.
When you're planning to sell your business and want to cut the fat (vs. muscle) from your operational costs to increase your businesses’ ultimate valuation.
you're having people trouble, pondering how to "do diversity differently," when change is afoot or growth is in the offing.
your client does not have an attorney on staff or a relationship with the law firm that is providing comprehensive general counsel services.
You are planning for a business sale, buying a business or facing legal challenges in your existing business, including entity structuring, partnership issues, and complex commercial agreements.
businesses or entrepreneurs need back-office support (accounting, staffing, marketing, or administrative.)
the value of a business or business interest drives a material decision in your client's life.
We provide fractional or interim CFO, Controller and Accounting services to small businesses.
Business is getting ready for sale or sucession planning.
A client needs help with:
-Insurance Planning
-Retirement/Income Planning
-Wealth Management Services
A Small-Mid size business owner has declining sales and if they don't put plan is place there are consequences.
you want to explore the intersection of corporate and personal planning.
Our team establishes customized financial strategies aligned to our clients defined goals, and navigating life/business changes to build and protect our clients legacy with intention and purpose.
Call me when a client needs to validate the value and assess potential cyber vulnerabilities of the digital infrastructure in a business planning or by/sell proposition.
Small to mid-size entrepreneurs need help in attracting talent to get the right people in the right seats on the bus or the company is employee retention issues. Certified Predictive Index Partner.
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 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
You need buy-sell funding or other business insurance needs.
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.
You or your client have an insurance issue or there is an insurance component to your deal. I work with clients before a loss happens to help ensure they are properly covered and after a loss.
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?
You want direction and advice with respect to insurance needs, coverages and education specific to your unique set of circumstances.
A client may need to have their life insurance reviewed to make sure they are in the best possible situation as business needs continually evolve.
you have questions about the value of your company or are interested in discussing the future.
you need help with global cash management and/or credit needs
a client has a tax liability. We help Corporations and Individuals Reduce, Eliminate or Defer there taxes. In George the GA Film and LIHTC are great ways to reduce your State liability by 12-17%
Call me when you need process improvements, technology improvements, operational improvements, due diligence, roadmaps, or agile based proactive business growth.
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 need to:
- Accelerate Revenue Growth
- Innovate New Services or Products
- Build/Scale Your Organization
your client would like to address problems around taxes, business continuity and succession, retirement, is disabled or passes away, or wants a holistic retirement distribution plan.
you have a client who went through life's transition such as Sale of Business, Divorce, Inheritance, Retirement, and Widowhood who need wealth management in investment consulting.
You want a business attorney and boutique business law firm providing efficient and creative personal service on start ups, contracts, transactions and disputes in all stages of business life cycle.
you have a need for understanding of the exposures facing the non-financial assets of the financially successful individuals and families.
when you have or will have a liquidity event. In many instances, we work with clients years ahead of a transaction.
A client is about to or just had a life changing event, Birth, death, new job, marriage, divorce
Management understand they require the need for a qualified CFO to oversee financial activities, as well asstrategies to help boost profitability, limit risk, and manage sustainability initiatives.
Your client needs a non biased review of their existing life, disability, long term care, or executive benefits policies, buy/sell agreements or informal business valuation.
You are looking to buy, sell or franchise a business.
you want an independent insurance broker who brings years of experience in solving problems for entrepreneurs and professionals with their other trusted advisers.
FRANCHISING, VALUATION, LITIGATION SUPPORT, FORENSICS and CHANGE OR TRANSITIONS ARE NEEDED
someone needs help with their employee benefits program or needs help with Medicare .
Leadership needs development. Strategic planning needs revisiting. Teamwork needs improvement. Executional excellence is desired. Priorities need clarification. Culture needs to change
a client wants to see how finance can be used strategically to achieve explosive growth in their business.
you our your clients need counsel regarding patent or technology law related matter.
If you are owner, President or CEO of a business that has reached the point where it has become difficult to grow your sales results without experienced sales leadership and oversight on your team.
Call me when you have a need for a trusted personal risk management advisor for high net worth individuals to partner with you to create effective strategies that protect their wealth and lifestyle
Bookkeeping, technical accounting, outsourced controller, compilation, reviews and advisory services to accounting firms.
someone has had or is preparing for a liquidity event and needs help evaluating their complete financial situation.
you want to discover what's possible & make the leap/step-change to be the best version of you. Whatever outcomes you want to achieve, you need to drive change in your business, teams & ultimately yourself. Let us help and accelerate your journey.
When you're planning to sell your business and want to cut the fat (vs. muscle) from your operational costs to increase your businesses’ ultimate valuation.
you're having people trouble, pondering how to "do diversity differently," when change is afoot or growth is in the offing.
your client does not have an attorney on staff or a relationship with the law firm that is providing comprehensive general counsel services.
You are planning for a business sale, buying a business or facing legal challenges in your existing business, including entity structuring, partnership issues, and complex commercial agreements.
businesses or entrepreneurs need back-office support (accounting, staffing, marketing, or administrative.)
the value of a business or business interest drives a material decision in your client's life.
We provide fractional or interim CFO, Controller and Accounting services to small businesses.
Business is getting ready for sale or sucession planning.
A client needs help with:
-Insurance Planning
-Retirement/Income Planning
-Wealth Management Services
A Small-Mid size business owner has declining sales and if they don't put plan is place there are consequences.
you want to explore the intersection of corporate and personal planning.
Our team establishes customized financial strategies aligned to our clients defined goals, and navigating life/business changes to build and protect our clients legacy with intention and purpose.
Call me when a client needs to validate the value and assess potential cyber vulnerabilities of the digital infrastructure in a business planning or by/sell proposition.
Small to mid-size entrepreneurs need help in attracting talent to get the right people in the right seats on the bus or the company is employee retention issues. Certified Predictive Index Partner.
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 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
You need buy-sell funding or other business insurance needs.
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.
You or your client have an insurance issue or there is an insurance component to your deal. I work with clients before a loss happens to help ensure they are properly covered and after a loss.
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?
You want direction and advice with respect to insurance needs, coverages and education specific to your unique set of circumstances.
A client may need to have their life insurance reviewed to make sure they are in the best possible situation as business needs continually evolve.
you have questions about the value of your company or are interested in discussing the future.
you need help with global cash management and/or credit needs
a client has a tax liability. We help Corporations and Individuals Reduce, Eliminate or Defer there taxes. In George the GA Film and LIHTC are great ways to reduce your State liability by 12-17%
Call me when you need process improvements, technology improvements, operational improvements, due diligence, roadmaps, or agile based proactive business growth.
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 need to:
- Accelerate Revenue Growth
- Innovate New Services or Products
- Build/Scale Your Organization
your client would like to address problems around taxes, business continuity and succession, retirement, is disabled or passes away, or wants a holistic retirement distribution plan.
you have a client who went through life's transition such as Sale of Business, Divorce, Inheritance, Retirement, and Widowhood who need wealth management in investment consulting.
You want a business attorney and boutique business law firm providing efficient and creative personal service on start ups, contracts, transactions and disputes in all stages of business life cycle.
you have a need for understanding of the exposures facing the non-financial assets of the financially successful individuals and families.
when you have or will have a liquidity event. In many instances, we work with clients years ahead of a transaction.
A client is about to or just had a life changing event, Birth, death, new job, marriage, divorce
Management understand they require the need for a qualified CFO to oversee financial activities, as well asstrategies to help boost profitability, limit risk, and manage sustainability initiatives.
Your client needs a non biased review of their existing life, disability, long term care, or executive benefits policies, buy/sell agreements or informal business valuation.
You are looking to buy, sell or franchise a business.
you want an independent insurance broker who brings years of experience in solving problems for entrepreneurs and professionals with their other trusted advisers.
FRANCHISING, VALUATION, LITIGATION SUPPORT, FORENSICS and CHANGE OR TRANSITIONS ARE NEEDED
someone needs help with their employee benefits program or needs help with Medicare .
Leadership needs development. Strategic planning needs revisiting. Teamwork needs improvement. Executional excellence is desired. Priorities need clarification. Culture needs to change
a client wants to see how finance can be used strategically to achieve explosive growth in their business.