New & Upcoming

XPX Community Exchange

New People. New Ideas. XPX is Always Growing to Help You – and Your Clients

Welcome to our Community Exchange! It’s designed to give you to get a quick snapshot of all the great new members, content and events at XPX across our network. Please explore and click through to learn more about our members and benefit from the knowledge they share with the community. If you don’t want to miss this valuable update, subscribe to our monthly email digest.

Member Renewals

Recent Renewals By 5+ Year XPX Members!

    • Profession
    • Functional Expertise
    • Client Industries
    Partner
    PKF O'Connor Davies LLP

    You or a business you know needs assistance with due diligence, tax or succession planning, an M&A transaction, or audit and accounting services.

    Attorney
    Davis Agnor Rapaport & Skalny

    "If you are starting a business, own a business, or are looking to sell a business; I enjoy working with clients in all phases of their business life, from start-up through acquisition."

    New Members

    Welcome Our New Members

    Brian Swilling of NaviPath Financial is a member of XPX Charlotte
    Co-founder
    NaviPath Financial

    A business owner needs tax mitigation strategies and financial planning help

    President
    The Resourceful CEO

    Experiencing cash flow or profitability issues, low morale retention, or burnout or when an owner needs more flexibility or an organization revamp (i.e., more company structure)

    Carlton White of Visionary Business Brokerage, LLC is a member of XPX Triangle
    CEO
    Visionary Business Brokerage, LLC

    You would like to talk about buying or selling a business.

    Founder
    MGR Accounting Recruiters

    Successors are needed in an accounting firm, or as financial professionals for new ownership

    Partner
    Citrin Cooperman

    Accounting or tax

    Jack Tompkins of Pineapple Consulting Firm is a member of XPX Charlotte
    Managing Partner
    Pineapple Consulting Firm

    You need analytical support; whether that be gathering data, building forecasts, or creating dashboards to show it all.

    MR.
    Ward Damon

    You are in need of legal advice to resolve conflicts or to avoid future conflicts.

    Ejaz Syed of Huntington National Bank is a member of XPX Chicago
    SBA Lending Specialist
    Huntington National Bank

    I can provide SBA financing to complete an acquisition or partner buyout.

    Michelle Campbell of Time Value Accounting & Business Services LLC is a member of XPX Triangle
    CEO
    Time Value Accounting & Business Services LLC

    A small to mid-size business needs CFO, Accounting, Tax planning, Tax resolution services.

    Consultant
    Navigate

    You have a client in need of additional finance and accounting bandwidth (QOE support, modeling, diligence)

    Business Performance Advisor
    Insperity

    You need Instant Human Capital Infrastructure, Fortune 500 Benefits, and expert HR consulting.

    John Simonetta of Simonetta Consulting is a member of XPX Greater Boston
    Business Advisor
    Simonetta Consulting

    Your business is not profitable, or not growing. I can help you get on track to meet your personal and company objectives.

    Hannah Chalker of MPN Inc. is a member of XPX San Antonio
    Business Development Coach
    MPN Inc.

    Call me when you need tools to help you launch focused owner transitions.

    Joseph Farach of The Alternative Board - Northeast Georgia is a member of XPX Atlanta
    CEO
    The Alternative Board - Northeast Georgia

    When you want to build your business value or prepare for the next phase whether that be internal succession or third party sale.

    Bruce La Fetra of Eastwood Strategy Advisors is a member of XPX Atlanta
    The Client Whisperer
    Eastwood Strategy Advisors

    Your client needs a consistent flow of their Best Clients for growth or transition. Not merely more clients, attract more Best Clients by thinking like their Best Clients. The Client Whisperer knows how.

    Tax Associate
    Drucker & Scaccetti

    Tax

    Yvonne Levine of YGL Enterprises, Inc is a member of XPX Charlotte
    President & Principal Consultant
    YGL Enterprises, Inc

    You need a veteran B2B marketing strategist and customized marketing solutions.

    New Posts in The XPX

    Knowledge Exchange

    Owner's Academy & Advisor Exchange

    Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia

        Date: October 22, 2021 Time: 10 a.m. to 11 a.m. Eastern Daylight Savings Time Platform: Zoom Free Ticket Click Here: Mark Harari What makes you stand out? In a world filled-with good choices, why should your prospective clients choose you over the competition? In short, it comes down to answering one question: “why should I choose you?”…

    Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State

    Expense Reduction Analysts is pleased to announce that the whitepaper, entitled “Driving Enterprise Value Through Cost Management” has officially launched today. Please click on the link below to receive a copy of the report. https://bit.ly/Driving_Enterprise_Value       CFO-ERA-Whitepaper_Driving-Enterprise-Value_Pages_vF

    Cheryl Centeno of XPX Global is a member of XPX

    Recently, XPX San Antonio hosted their 4th annual Business Owner and Advisor Summit on October 12th. The program featured a number of panelists covering several exit planning topics. San Antonio Business Journal included a fantastic insert in their recent issue. View the insert here. Thank you to all of our XPX leaders involved in planning…

    Cheryl Centeno of XPX Global is a member of XPX

    What does a real, collaborative, multi-advisor value-building project look like? Get the in-depth story and play-by-play of a dynamic, complex value-building project from both the owner perspective and their multi-advisor team. An in-depth panel discussion and Q&A with Owners and their XPX Advisory Team A 2-part series: October 12th and November 9th What’s the owner…

    Join The Community

    Want to Know More?

    XPX is a multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. Our members have specific areas of expertise as well as a holistic understanding of the breadth of challenges an owner faces throughout the stages of the private company life cycle.

    We are unique in that we are the only open advisor network in the private company/business value transfer market. This means that we do not advocate a single approach or vendor. Instead, we endeavor to be a place where all advisors, owners and vendors can interact and collaborate.  Each XPX Chapter is a locally-controlled non-profit organized by national and regional leaders in the private company market. 

    XPX Community Exchange

    Learn More About Our Community

    Welcome to our Community Exchange! It’s designed to give you to get a quick snapshot of all the great new members, content and events at XPX across our network. Please explore and click through to learn more about our members and benefit from the knowledge they share with the community. If you don’t want to miss this valuable update, subscribe to our monthly email digest.

    Menu