Benefits of BXO Advisory Services

For business owners, assembling a team of seasoned advisors is crucial for fostering sustainable growth and achieving long-term success. Do you possess an advisory team equipped to guide you through the three pivotal stages of business transition? Leverage our extensive network of advisors to establish your own advisory board. 

Become A BXO Network Advisor

BXO Advisory Council

The council consists of skilled advisors chosen for their specialized expertise, proven success in assisting business owners, and their capacity to significantly enhance Enterprise Value.

Brett Dearing, CEPA, CM&AA

Managing Principal, Founder, BXO Advisory Council


Bruce Altman

Partner, Eureka Capital

Over 30 years as investment banker focused on working with business owners. His work has spanned a number of industries including building products, fabricated components, specialty materials, industrial technology, consumer products and business services.



Stephen King

President and CEO, GROWTHFORCE

Steve’s experience with accounting system design, technology development, and management services spans over three decades. Stephen has the ability to visualize the future of accounting and assemble a highly qualified and motivated team. 




Susan R. Schoenfeld, JD,LL.M.(Taxation), CPA, MBA

Founder, Wealth Legacy Advisors LLC.

Susan R. Schoenfeld, JD, LL.M. (Taxation), CPA, MBA, is CEO and founder of Wealth Legacy Advisors LLC. She is an award-winning Thought Leader to families of wealth,.  




As a business owner, one of the biggest challenges is gaining consistent access to the expertise needed to incorporate and execute expansive planning throughout all the stages of a business.


BXO Advisory Council provides ongoing support and advice to business owners to effectively accomplish short-term and long-term business goals. 

Advisory Board Services

Tell Us How We Can Support Your Business

A National Network of Over 300 Advisors

Your Transition & Succession Team Should Include:

Trust & Estate Advisors

suggest strategies to minimize the tax impact of transferring assets to beneficiaries, such as taking advantage of tax exemptions and deductions, using trusts, or gifting property.




suggest strategies to minimize the tax impact of transferring assets to beneficiaries, such as taking advantage of tax exemptions and deductions, using trusts, or gifting property.



 assist with valuing the business, determining the best price, and identifying potential buyers. They also help to structure and negotiate the sale, and assist with due diligence.

Exit Planning


plays a critical role in helping business owners prepare for and execute a successful sale. They provide guidance from planning and preparation to negotiating and closing the transaction.

Valuation Specialist


works closely BXO and plays a crucial role in a business sale by determining the fair market value of the company. This information is critical for both the buyer and the seller, as it sets the foundation for negotiations and helps to establish a fair and equitable price.





 provide essential financial information and analysis to support BXO and the transaction team conduct a successful sale. They are responsible for preparing and reviewing financial statements, tax returns, other financial records critical to the due diligence process, and work with BXO to help  identify financial issues.




help business owners manage their financial affairs before, during, and after the sale by providing advice and guidance on, financial topics, investment strategy, asset allocation, risk management, and estate planning. They help structure  finances in a way that supports their goals and objectives.  


Business Consultants

are crucial to the preparedness process. Many businesses have internal issues that may detract from business value or keep a business from selling. BXO works closely with and project manages all value enhancement projects leading up to a sale. In some cases these projects take longer than six months. 



Learn More About Building Your Advisory Team