Members

Members

Connect with the Industry’s Most Powerful Group of Professional Advisors

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.

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.

Showing 71 Members
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James Brace of Brace MCS is a member of XPX Chicago
James F Brace
Part Time CFO / Consultant
Brace MCS

Call Me When... When you need a sounding board to test your strategy, goals and plans or to solve a sales trend, earnings or cash flow problem.

Member for 7 Years
Luis Alba
SBA Business Development Officer
Huntington National Bank

Call Me When... you want to inquire about an SBA Loan (7a, 504, Express)

Member for 2 Years
Jamhal M Johnson
Co-Founder & CFO
Moor's Brewing Company

Call Me When... There are networking opportunities

Member for 2 Years
Nate Jordan
Executive Director
Small Business Development Center

Call Me When... SBDC - M&A Advisory / Capital Advisory

New Member
Jim Houlihan
President
Diamond Growth Partners, LLC.

Call Me When... You need an affordable and custom approach to stabilizing, scaling, or growing a business. Or to turnaround or prepare a business for sale. Experience as CEO, CFO, COO, & Head of Marketing & Sales.

Member for 3 Years
Jason Luksis
Tax Manager
Kutchins, Robbins & Diamond, Ltd.

Call Me When... Call me when you have questions about the tax possibilities concerning a new venture or transaction.

Member for 1 Year
Mike McCracken of Wintrust Financial is a member of XPX Chicago
Mike McCracken
SVP - Business Banking Team Lead
Wintrust Financial

Call Me When... you have a client with loan and/or treasury management needs.

Member for 3 Years
Margaret A Griffin
Executive Vice President, Chief Lending Officer
Somercor

Call Me When... Financing is needed for small business owners - SBA 7(a) and SBA 504 programs

Member for 3 Years
Joel Goldberg of G2G Strategies is a member of XPX Chicago
Joel C Goldberg
Principal
G2G Strategies

Call Me When... You or your company needs to explore options on selling or prior to retirement planning. Goldberg Heinze specializes in manufacturing companies, metalworking, companies up to $25M in revenue.

Member for 4 Years
Aaron OConnor of Bridge CPA is a member of XPX Chicago
Aaron OConnor
Partner
Bridge CPA

Call Me When... A business needs their accounting / tax records in order or is getting ready to execute buy / sell activity.

New Member
Peter Holton of Caber Hill Advisors is a member of XPX Chicago
Peter J. Holton
Managing Director
Caber Hill Advisors

Call Me When... Caber Hill Advisors is committed to working with business owners and CEO’s so they cansuccessfully fulfill their personal and professional legacies.

Member for 7 Years
Derek Zacarias of DAK is a member of XPX Chicago
Derek Zacarias
Director
DAK

Call Me When... You are looking to maximize the value of your business by selling your company, making an acquisition or looking to maximize capital structure...

New Member
Mark O'Brien of Value Growth Partners, LTD. is a member of XPX Chicago
Mark O'Brien
Managing Director
Value Growth Partners, LTD.

Call Me When... a business leader or owner is thinking about transitioning the management or ownership of a business. The best transitions start 5 years ahead of the actual transtion.

Member for 3 Years
Christen Plotkin of UBS Financial Services Inc. is a member of XPX Chicago
Christen Plotkin
Financial Advisor
UBS Financial Services Inc.

Call Me When... you need more than an advisor. Call me when you need leader who will help bridge the gap between what you think is possible and what is actually possible.

Member for 4 Years
Rick Tkaczyk of Century Sales Solutions, LLC is a member of XPX Chicago
Rick Tkaczyk
President
Century Sales Solutions, LLC

Call Me When... I help small to mid-size businesses put get their revenue generation back on track by building a solid sales infrastructure that addresses strategy, processes and execution creating a path to sustainable sales growth.

Member for 2 Years
Theresa Kenaga of Transworld Business Advisors is a member of XPX Chicago
Theresa Kenaga
Business Broker
Transworld Business Advisors

Call Me When... You encounter a business owner who would like to understand the value of their business as well as exit strategies

New Member
Doug Marcheschi
Vice President/Director
Daniel & Henry Insurance and Risk Managment

Call Me When... Insurance Broker and Risk Manager focusing on privately held emerging and middle market firms.

Member for 1 Year
Beckie Hayes of EOS Worldwide is a member of XPX Chicago
Beckie Hayes
Professional EOS Implementer
EOS Worldwide

Call Me When... want to implement a complete proven system with simple practical tools that helps organizations clarify their vision, become more disciplined in executing their vision and advance as a team.

Member for 7 Years
Anthony Mulé of Valbridge Property Advisors - Chicago Metro is a member of XPX Chicago
Anthony S. Mulé
Managing Director and Principal
Valbridge Property Advisors - Chicago Metro

Call Me When... there is a need for a credible commercial real property appraisal or valuation service. We provide an array of commercial property valuation services.

Member for 3 Years
Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
VP of Sales
Engage PEO

Call Me When... a business has a "getting better" agenda and needs to contain costs on health insurance, reduce employment risk, offload administrative duties and become a better place to work!

Member for 4 Years
Matthew Parker of JP Morgan Private Bank is a member of XPX Chicago
Matthew Parker
Banker
JP Morgan Private Bank

Call Me When... You need solutions to complex financial problems. I specialize in pre- and post-transaction wealth planning. Focused on a goals-based approach.

Member for 5 Years
Germaine Harris of BMO is a member of XPX Chicago
Germaine Harris
Director, Private Wealth Advisor
BMO

Call Me When... You need the help of a team of experts to address complex planning issues around: Business transition, Wealth transfer, Sophisticated income and tax planning. My team consists of a Private Banker, Wealth Planner, and a Trust professional.

Member for 3 Years
Andrew J Cameron
President
SOGID Management Consultants, Inc.

Call Me When... Someone needs operational improvement, sales management consulting, financial management, debt and equity sourcing, M&A advisory services as well as turnaround and distressed asset management work

Member for 2 Years
Bob Haney of Grogan Hesse & Uditsky, P.C. is a member of XPX Chicago
Bob Haney
Attorney
Grogan Hesse & Uditsky, P.C.

Call Me When... you have any question or issue, regardless of whether you think it's a legal question. If I don't know the answer, I can connect you with somebody who does.

Member for 4 Years
Jonathan Fox of Kelleher + Holland, LLC is a member of XPX Chicago
Jonathan J. Fox
Attorney
Kelleher + Holland, LLC

Call Me When... You need full service and economical representation in the areas of corporate and commercial business, mergers and acquisitions, commercial real estate and contracts law.

Member for 2 Years

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