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 96 Members
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Jane Gentry
Member for 1 year
Principal
JaneGentry & Company
Call me when... Your client is not growing and doesn't know why, is growing quickly and needs help scaling the organization, is hoping to sell in 3-5 years and wants to ensure the business is poised for maximum valuation.
Matt Losanno
Member for 1 year
Wealth Manager
Navitas Wealth Advisors
Call me when... When you have a business owner that is quickly approaching (or way past) the lifetime gift exemptions. My firm excels at minimize estate taxes and maximizing the transfer to future generations.
Barton Black
Member for 2 years
Senior Partner
Blue Sky Law
Call me when... you are looking to buy or sell a business. I assess HR/Employment issues to help Sellers better position their businesses for sale and to help Buyers properly value target businesses.
Kevin Sledge
Member for 2 years
VP, Commercial Banker
Synovus
Call me when... You have commercial financing needs for Business Acquisitions, Real Estate purchases and Working Capital.
Jake Foster
Member for 1 year
Associate Investment Banker
Forvis Capital Advisors LLC
Call me when... Company owners need experienced assistance in formulating and executing their growth and exit strategies
Peter Stewart
Member for 10 months
Director- Wealth Manager
BNY Mellon
Call me when... A business owner is looking to integrate asset and debt management in one place.
Robert Rosner
Member for 5 years
Mr.
Robert M. Rosner , LLC
Call me when... you want an independent insurance broker who brings years of experience in solving problems for entrepreneurs and professionals with their other trusted advisers.
Ben Nicholson
Member for 1 year
President
Fortis Business Advisors
Call me when... Helping small to lower middle market businesses in healthy or distressed situations with performance optimization, asset maximization, turnaround management, and liquidation.
Steven Hutchison
New Member
Principal
Walden Merger & Acquisitions
Call me when... an owner needs sell their business
Meredith Fingarson
Member for 10 months
Mrs.
Meredith Fingarson Consulting
Call me when... You need a marketing professional to evaluate your current marketing program and to develop a strategic marketing plan.
Leah Veloce
Member for 4 years
Owner
S&V Financial Consulting Group
Call me when... historical and future financial reports need to be restructured, corrected, and customized. Streamline accounting procedures. Quarterly accountability to stay on track for projected growth
Gabrielle Mills
Member for 4 years
Owner
Sourced.
Call me when... businesses or entrepreneurs need back-office support (accounting, staffing, marketing, or administrative.)
Patrick Renn
Member for 5 years
pres
The Renn Wealth Management Group
Call me when... You need to decide if you will have enough, will it remain enough, and who should eventually get it.
Carl Nicpon
Member for 1 year
Managing Director
Marsh Creek Advisors
Call me when... a business owner wants to exit their business on their terms and without regret
Geoff Gober
Member for 5 years
Principal
West Paces Advisors
Call me when... 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.
Ashley Edwards Altman
Member for 3 years
Senior Account Executive
ivision
Call me when... you have IT needs whether it's support during an M&A transaction, security assessment, pen testing, products, managed services or consulting
Ted Richardson
New Member
President
Alrich & Assoc
Call me when... Reviewing or setting up Benefits, Work Comp, HR Policies & Procedures and Compliance. Specialist in PEO Platforms.
David Doerrier
New Member
Owner
Present Your Way To Success
Call me when... Ready to transform communication into a growth tool? Reach out to create memorable presentations, inspire trust, and connect with your audience in ways that drive impact and lasting success.
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"Deb" Deborah Matz
New Member
CEO & Strategic Business Advisor
Design Life's Journey
Call me when... When a business’s strategic direction feels unclear or chaotic, cash flow is struggling, or operational processes lack proper systemization and documentation. We specialize in helping business owners address these challenges, creating solutions that
Joseph James
Member for 5 years
CEO / Founding Principal
Coker James CPAs & Business Advisors
Call me when... You, as a business owner, executive, or professional, are interested in improving business performance or securing your financial future.
Catherine Cates
Member for 4 years
CEO
EOS Worldwide
Call me when... You are a business owner who feels your business is running you. I can eliminate the chaos and help you build a strong team and great results for a successful exit.
Eric Togneri
Member for 6 years
CEO & Managing Director
Neri Capital Partners
Call me when... Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.
Rob Margeton
Member for 5 years
Co-Founder & Principal
Ryco Advisors, LLC
Call me when... a business owner is starting to think about an exit and we will educate them on what a sale process may look like and what their business is worth
Ray Payne
Member for 5 years
Cerner Capital
Call me when... You have a complex financial life or have a complex tax transaction to prepare for.
Will Lee
Member for 1 year
Director
Applied Economics
Call me when... Valuation, Investment Banking & ESOP Advisory
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