Financial advisory · Est. 2018

Your trusted advisor and growth partner

Bringing Big Four expertise to entrepreneurs, small businesses, and private equity.

High-touch financial advisory, due diligence, valuation, and CFO services — with the precision national firms provide, tailored to your goals.

About us

Why we started Xylinx

We started Xylinx in 2018 to bring the same level of financial insight, rigor, and service that national firms offer — to entrepreneurs, small businesses, and privately held companies.

Our team includes Big Four and global consulting alumni holding CPA, CFA, and other elite designations. Together we've represented hundreds of sellers on transactions from $1M to $100M EBITDA, and valuations up to $500M.

Today, Xylinx is a concierge financial advisory firm providing financial due diligence, valuations, outsourced accounting, controller and CFO services, and tax advisory and compliance — for startups, lower middle-market companies, private equity firms, and family offices.

Whether you're preparing to maximize value for a sale or equity raise, or seeking to unlock post-acquisition growth, we bring the expertise to help you reach the next level.

Team

The people you'll actually work with

William Webster, CPA

William Webster, CPA

Managing Director
Frank Maggiorotto, CFA, CPA

Frank Maggiorotto, CFA, CPA

Director, Transaction Advisory Services
Robert Clark, JD, LL.M (Tax), CPA

Robert Clark, JD, LL.M (Tax), CPA

Director of Tax Services
Financial services

Fueling your growth with smart financial solutions

Six connected service lines, delivered by one senior team — the same quality large regional and national firms provide, for a fraction of the price.

Accounting

From bookkeeping and transaction categorization to advanced accrual accounting and GAAP compliance — we've got you covered.

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Tax advisory

Don't wait until tax season to start thinking about taxes. Work with our CPAs to proactively optimize your tax situation.

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CFO services

Strategic CFO services tailored to drive financial growth and operational excellence. Expert financial leadership and data-driven decision-making for your business.

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Valuations

Valuation is as much science as art. Our team brings decades of experience determining fair market value of closely held stock, partnership interests for gift and estate planning, intellectual property, and intangible assets.

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M&A advisory

Whether you're a family-owned business gearing up for a sale to private equity or a seasoned investor acquiring a business, we have the expertise to support you.

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Private equity

Empowering growth, maximizing returns — your trusted partner in private equity finance.

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We are here to help you grow

Get in touch to discuss your business.

Free consultation
The Xylinx difference

Why growing businesses choose us

Concierge

High-touch service

We are with you every step of the way. Xylinx is connected within the business community — helping you navigate complexity.

Cost-effective

Cost-effective solutions

Xylinx leverages a global delivery service model that allows our senior partners to spend time only on strategic initiatives.

Experience

Tactical advantage

Our team brings decades of experience operating in all economic cycles. Work with us to optimize your trajectory.

No surprises

Transparent pricing

Know what price you are paying before engaging with us. Unlike national firms, we do not seek scope adjustments without client approval.

Testimonials

What clients say about working with us

“I had a pleasant experience working with Xylinx on my QoE assignment. I was impressed with how thorough they were during the DD process, and with the quality of the final report. I also really appreciated their responsiveness, especially given the time-sensitive nature of the process.”
Oduware ObasohanFounder & Managing Director
“Our recent Quality of Earnings process with Xylinx has been a great experience and we have appreciated their detail-oriented approach. Working with William Webster and Jeffrey Johnson has been a true pleasure. Their meticulous approach and collaborative spirit have been invaluable to Bluefin International. We highly recommend Xylinx for any company seeking a reliable and insightful QoE partner.”
Frank PisanoCEO
“I have used Xylinx for the past seven years, and Jeff Johnson for over a decade, for a variety of estate planning appraisals and valuations for illiquid gifts. In all cases, the Xylinx team has generated a fair valuation, completed the work timely, and priced their services fairly. I would rate them exceptional.”
Michael NovelliFounder and CEO
FAQs

Common questions

How can I start working with your company?
To get started, schedule a consultation via our website. During this meeting, we'll discuss your goals and financial situation, and create a customized plan to meet your needs.
What types of companies do you work with?
Our experience spans the entirety of a company's life cycle. From advising pre-revenue startups in life sciences, biotech, healthcare, and SaaS, to working with family-owned businesses to get them sell-side ready for private equity investment — we've seen it all. We understand the unique challenges companies face at different inflection points. Like no snowflake is the same, no company is the same.
How much do financial services cost?
Recurring financial engagements are scoped based on historical transaction data month over month. If the volume does not change, the price remains the same. One-time projects are priced off an hourly estimate.
Contact us

Reach out to discuss your business

Tell us where you are and where you want to go. We'll map the financial path between the two.

Office10400 Belinder Rd.
Leawood, KS 66206

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