Find an Advisor

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.

Find an Advisor

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.

Looking for an expert advisor for businesses or their owners you’d be proud to refer? The XPX directories are our way of making it easy for business owners, professional advisors, and sponsors to find each other. Use the keyword search below or sort through the full database of our members to find the exact set of skills and experience you are looking for. If you are looking for someone in a specific geography, please also consider checking our Chapter directories.

    • Chapter
    • Profession
    • Functional Expertise
    • Client Industries
    President Presbury & Associates

    You need to assess and address the key talent and retention risks in a company.

    Member Eckert Seamans Cherin & Mellott, LLC

    You need the services of an experienced business and corporate lawyer.

    Financial Advisor Merrill Lynch

    When there is an event in a client’s life which is causing stress or anxiety about financial complexity. Education and thoughtfulness leads to the construction of a plan and the feeling of security.

    Senior Vice President BBVA

    You or your client needs a seasoned senior lender and financial services partner with a track record in solving financing problems from the cash conversion cycle to long term capital financing

    Attorney Nutter McClennan & Fish LLP

    Legal Services are needed.

    Senior Vice President Wealth Manangement Merrill Lynch

    Client would like to exit and wants to meet their financial/life goals; we can stress test various scenarios to illustrate what the future might look like.

    Principal Neri Capital Partners

    You have questions about the value of your company or are interested in discussing the future.

    Managing Director Kingstowne Advisors, LLC

    We help small businesses grow their bottom line by 50% within 12 - 18 months while helping owners and executives create tax advantaged income and exit strategies.

    Director, Operations Hamilton Robinson Capital Partners

    Always in the market for LMM deals in the industrial sector and investors who like this space.

    Director CFO Consulting Partners LLC

    We provide senior level financial management services to Boards of Directors and CEOs.We work with CFOs and Controllers to accomplish complex accounting and financial projects

    Manager, Attorney Venn Law Group

    You need to generate creative options to meet the owners' objectives.

    Attorney Cohen Pollock Merlin Turner P.C.

    Your business owner client needs legal help - whether it's planning what will happen to their business if something happens to them, or just wants to build a more valuable, transferable business.

    First Vice President / Wealth Management Fried Mouro Wealth Management of Janney Montgomery Scott, LLC.

    You meet someone who is experiencing a life event like selling a business, moving to the Raleigh area, received a promotion, just retired or about to retire, experienced a family death or wanting help developing a comprehensive financial plan

    Senior Financial Advisor Merrill Lynch

    You are building an advisory team and I can assist in the wealth management side of retirement, multi-generational or other complex planning within that advisory team.

    Financial Planner US Wealth Management

    You are in need of a holistic financial plan incorporating all of the moving parts of your life, personal, business, estate, tax and investments.

    Managing Member The Business and Legal Advisors, LLC

    If you are forming a new business, your business is not growing or you want to exit your business

    Principal Growth Capital Advisors

    A business is in need of financing, doing an acquisition or considering the sale of part or the entire company.

    Managing Partner NBT Associates LLC

    Thinking about a liquidity event in the near term or over the horizon and want to maximize your enterprise value? We should talk.

    Valuation Sr. Manager Weaver

    Valuation needs arise for book, tax, pre-/post-transaction, or estate planning purposes.

    Managing Partner Belden Hill Partners

    Clients want growth capital (debt or equity), or wish to derisk (take some chips off the table) and access shareholder liquidity, in part (minority position sale), or, in whole (merger or acquisition).

    Partner BDO USA, LLC

    Buying or selling a business

    Transition Mentor BTA, Inc.

    You are starting to think about your eventual transition from your business, but don't really have an understanding of the whole transition process and what your actual exit options are.

    CPA Snyder Cohn PC

    You have accounting/audit/tax or business planning needs.

    Senior Vice President – Financial Advisor RBC Wealth Management, a division of RBC Capital Markets, LLC

    You are expecting a major liquidity event related to your company at any future time and need exit planning organization across multiple advisors or if retirement from an employer is within five years

    President Buckeye Business Performance

    You need to enhance your business valuation.

    Founder and Managing Director CoreStrata Management Consulting

    You need to accelerate the growth, performance, and profitability of businesses in all life-stages and levels of performance.

    Partner EisnerAmper LLP

    Feel free to contact me if you have questions regarding the planning or execution your business succession.

    First Vice President - Family Wealth Advisor Morgan Stanley

    You simply need a second set of eyes on a solution or are looking to provide a creative holistic strategy to enhance the after tax value of a family enterprise

    Private Risk Advisor Aon Private Risk Management

    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

    National Account Executive CSSI Inc. (Cost Segregation Services Inc.)

    We generate substantial cash flow for commercial property owners by accelerating depreciation with quality, affordable, engineering-based tax analysis studies reducing IRS taxes.

    Managing Director and Principal Valbridge Property Advisors - Chicago Metro

    There is a need for a credible commercial real property appraisal or valuation service. We provide an array of commercial property valuation services.

    Director CFO Consulting Partners

    Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory

    Managing Director Chesapeake Corporate Advisors

    Valuation, Exit/ Succession Planning, M&A Advisory, Sell-side representation, capital strategy, capital raise, management buyout

    CFP(r) Edward Jones

    You desire a partner that truly understands what’s most important to you and employs an established process to build personalized strategies to assist you in reaching your goals with greater confidence and peace of mind.

    BUSINESS BANKER TRUIST

    You would like to know how a bank views a particular transaction, and different financing options available.

    Managing Director Harbinger Partners, LLC

    You or your client wants to sell your business, buy a business, understand value, and or raise capital.

    Partner Marcum LLP

    A business owner is seeking to sell the company and needs assistance determining the financial and tax implications; or a buyer needs to perform financial and tax due diligence on a potential target.

    Senior Vice President, Private Client Advisor Bank of America Private Bank

    You need advice on how to manage the risks, taxes and complexities that accompany significant financial and business success

    Business Lawyer Velocity Law, LLC

    You are thinking of selling a business, buying a business, starting a business, or raising capital from investors for a business.

    Director of Sales SuccessionMatching, Ltd.

    Your client cannot decide whether to sell,. transfer or wind down their business. I will help them decide, create a succession plan and get matched to the right advisors and buyers

    VP Bernstein

    You want to pre-experience wealth creation/transfer decisions and need help navigating complexity

    Managing Director Fiduciary Trust International

    A liquidity event is approaching. It is best to make sure all estate and tax planning is decided ahead of major transactions.

    Partner PKF O'Connor Davies

    You need an expert in business valuation, purchase price allocations and/or financial forensics.

    Principal West Paces Advisors

    At any stage of the business cycle you or your client need a wealth management partner experienced in helping coordinate efforts towards both business and personal success.

    Private Risk Advisor USI

    You want direction and advice with respect to insurance needs, coverages and education specific to your unique set of circumstances.

    President EGT Advisors

    You have a client that has been approached by a buyer or who wants a deeper dive into the exit options. My CFO background also serves clients interested in growing and building business value.

    First Vice President IDB Bank

    You need a trusted advisor who can help with your financial goals and transactions

    Owner Van Ham and Tan Financial

    You need an Independent Advisor who is a Certified Financial Planner and a proven "Tax Diversification Specialist" with over 40 years of experience with business owners and high net-worth individuals

    Financial Advisor Merrill Lynch

    Need a wealth advisor with the insights and experiences of a business owner and a management consultant

    Business Performance Advisor Insperity

    You have a question on employee and HR concerns.

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