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
    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.

    Mr. Murphy Business & Financial of Illinois

    Call me when your exit strategy includes the sale of your business. We specialize in businesses with total revenues under $6MM.

    Executive in Residence Main Street Capital Corporation

    You need "one-stop" debt and equity (minority or majority) solutions to lower middle market companies (generally companies with EBITDA between $3 and $20 million)

    Owner Steven Fultonberg CPA/CVA, PLLC

    Tax consulting, tax planning or tax return preparation for individuals or businesses is needed or when business valuation services related to purchase or sale transactions, gift or estate matters, or equitable distribution is required.

    Registered Representative Rainmaker Securities, LLC

    You want to buy or sell shares of private company, pre IPO stock "unicorns".

    pres The Renn Wealth Management Group

    You need to decide if you will have enough, will it remain enough, and who should eventually get it.

    Cortland Valuation

    You need valuation of a business or business interest for tax compliance, management planning, financial reporting or litigation support.

    Financial Advisor Merrill Lynch

    Financial planning, goals-based wealth management (retirement, reducing taxable income, children's education, charitable giving, estate planning, etc.) Lending needs (home, business, other)

    Partner Benjamin Ross Group

    You are, or know someone who is considering the sale of their business and need a trusted and confidential intermediary to guide them and manage the entire business sale process

    Managing Member CapVal-American Business Appraisers LLC

    FRANCHISING, VALUATION, LITIGATION SUPPORT, FORENSICS and CHANGE OR TRANSITIONS ARE NEEDED

    Member Preservation Capital Partners, LLC

    Your client seeks options over the tax bite on his income, carried interest or potential sale of the underlying asset.

    Ceo Safe Harbor Asset Management

    Your facing a large capital gains tax and need a strategy

    Vice President Merrill Lynch

    You are or know a successful person looking for guidance on how to make smarter financial decisions.

    Founding Partner De la Cruz Law, LLC

    You have a client who is interested in holistic estate and business planning for their family and small business.

    Partner Sherpa Financial, Seelaus Financial

    You have questions and need advise on Life insurance placement, design, premium financing, buy-sell agreements, split-dollar, key person, executive comp., retention strategies

    President Walden Businesses, Inc.

    You have a client considering the sale of their privately held manufacturing, distribution or business-to-business service company.

    Partner Gesmer Updegrove LLP

    You have any tax-related needs pertaining to closely-held business or other private equity enterprises.

    Principal MassMutual Carolinas

    Business owners are ready to begin to strategize for a tax efficient, comprehensive review of their planned or unplanned business departure!

    President LEVEL Management Partners, Inc.

    A business owner or investor needs a disciplined value growth strategy and action plan maximizing the enterprise value of a business, together with growth plan execution management.

    President Mart Partners

    You have a business owner who is within a few years of selling their business or is ready to sell now.

    CEO www.authimpact.com

    As a Certified EOS Implementer™, I help leadership teams of growth-oriented companies gain traction so that they systematically and permanently improve.

    Client Strategist BNY Mellon Wealth Management

    Your client is preparing for an exit or would like to start the financial planning process or get a second opinion on their current planning.

    CEO ActionCoach of the Triangle

    You are ready to set ambitious personal and business goals and ready to get the professional coaching to achieve them.

    Market Executive - Charlotte Carter Bank & Trust

    When I can be of service with: Commercial loans, including real estate loans and working capital lines of credit. I can also help with depository/treasury/merchant services.

    Director Strategic Development AccountingDepartment.com

    You or one of your clients is having issues and challenges in their accounting department. See the sypmtoms on my profile.

    CEO/Managing Member Lavoie CPA PLLC

    Lavoie CPA PLLC is a non-traditional accounting firm supporting business in the areas of strategic accounting outsourcing, technology and consulting. Our clients experience the power, expertise and technology of a large accounting and finance team.

    President Enrique Fernandez, M. D.

    I transitioned from a career as a plastic surgeon to become a consultant to medical and other highly skilled professionals. I specialize in end of career transition, which effectively makes me a personal and professional coach.

    Senior Vice President KeyBank

    You have any kind of banking need or general question.

    San Antonio Business Journal
    Managing Director CohnReznick

    I can be of help!

    Business Valuation Analyst Scout Valuations, LLC

    A business valuation is needed for business planning, estate planning or litigation.

    CEO / Managing Principal Coker James CPAs & Business Advisors

    You, as a business owner, executive, or professional, are interested in improving business performance or securing your financial future.

    President Capital Concepts USA LLC

    A client wants to see how finance can be used strategically to achieve explosive growth in their business.

    Tax Attorney Chiesa Shahinian & Giantomasi PC

    You have a client who needs tax advice, particularly in the areas of business structuring and formation, and due diligence when selling or acquiring a business.

    Wealth Advisor McLean Wealth Partners

    Your Client is looking for clarity and confidence on their financial decisions and for a smooth transition and to maximize the personal fulfillment as they embark on the next stage in their life.

    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.

    Director Business Developmt Midwest Trivest Partners

    You are considering a control or non-control investment, exit, recap or growth capital.

    Accountant BDO USA, LLP

    You are looking for assistance with business valuation, forensic consulting, or expert witness services.

    Director of Business Development Greiner & Attorneys PLLC

    You have a project or client requiring business legal services such as: Documents or Operating Agreements, Business Contracts, Business Litigation, Mergers & Acquisitions or Real Estate Transactions

    Managing Partner DecisionPoint Advisors

    You have a technology company interested in an M&A exit

    Partner Davis, Agnor, Rapaport & Skalny

    Any time you have a tax, legal, M & A or estate planning need.

    Ms. Ascension Law

    To prevent legal issues from becoming an obstacle to your professional and business success.

    Managing Partner KD-Partners Business Brokerage and Valuation Services

    ....You have a trusted relationship who desires to divest his/her business and requires a competent, knowledgeable and transparent advisor to help navigate through the transaction

    Managing Director Genova Group LLC

    Valuation needs

    CEO Heide & Company, LLC

    A multi-generational family business needs to improve its value in preparation for an exit

    Wealth Management Advisor Merrill Lynch

    You don't like leaving money on the table and want a team to develop a customized wealth management strategy that protects and grows your wealth before, during, and after you sell your business.

    Director Ostrow Reisin Berk & Abrams, Ltd.

    You need someone on your team that can get into the details and also provide high level advise and counsel. Someone that will do what it takes to help the client be successful.

    Managing Director Value Growth Partners, LTD.

    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.

    Mr. Adelberg, Rudow, Dorf & Hendler, LLC

    You are in need of business counsel with transaction, tax and business questions.

    Partner Citrin Cooperman

    Clients entrust me with a great responsibility: to guide them and help grow and preserve their assets. I work tirelessly each day to preserve their assets for their lifetime and for future generations

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