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 80 Members
Lorne Greenfield
Member for 6 years
President
Capital Concepts USA LLC
Call me when... a client wants to see how finance can be used strategically to achieve explosive growth in their business.
Joe Mraz
Member for 3 years
Financial Advisor
Raymond James
Call me when... A client is unsure they of how much they will need from the sale to keep them retired.
Jen Miller
Member for 2 years
Senior Vice President
Coastal States Bank
Call me when... You have a client that would like a banking partner who can deliver all deposit and treasury solutions along with any lending needs and will do so with expertise and a great client experience
Carlos Torres
Member for 10 months
VP - Senior BDO (SBA)
First Internet Bank
Call me when... SBA financing is required. First Internet is a top 7 SBA shop and I do deals nationwide. I also pay referral fees. I have 10 years of SBA experience including 7 years in credit underwriting.
Farrell Middleton
New Member
Owner/President
The Bell Curve of Life, LLC
Call me when... An organization has challenges with their internal environment, which can include culture, leadership, vision/direction, employee engagement, customer service, communication, and other internal metrics and directives.
Lyle Newkirk
Member for 1 year
Partner
SeatonHill Partners
Call me when... You need the expertise of an experienced CFO to help plan for or execute a strategic transaction.
Ryan Pendleton
Member for 4 years
SBA Banker
South State Bank
Call me when... I focus primarily on SBA lending with the ideal borrower being a small and mid-size businesses in need of capital to facilitate the acquisition of an existing business, buyout a partner, or fund business growth needs.
Rose Amadi-Emina
Member for 10 months
Private Banker - Financial Advisor
J.P. Morgan Private Bank
Call me when... you have a client looking to transition from their business and needs helps with uncovering the intent for their wealth.
Gerardo Kerik
Member for 1 year
AI Consultant
WSI
Call me when... You need expert guidance to adopt AI, drive efficiencies, enhance decision-making, and turn AI into a competitive advantage during growth or transactions.
Christopher Smith
Member for 3 years
M&A Advisor
Marsh Creek Advisors
Call me when... M&A Broker/Advisor
Mary Dombrowski
New Member
Principal
Strategic Inflection Advisory Inc.
Call me when... A client's business has feast or famine revenue cycles, low profit margins, client concentration risk. I build the profit and business development foundation that creates higher valuation and less founder dependency.
Samuel Richmond
Member for 4 years
CFP(r)
Nvestfit, LLC/ LPL Financial
Call me when... 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.
Peter Stewart
Member for 1 year
Director- Wealth Manager
BNY Mellon
Call me when... A business owner is looking to integrate asset and debt management in one place.
David Elder
Member for 1 year
Wealth Manager and Business Value Advisor
Merit Financial Advisors
Call me when... Business Hours
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Ron Nocera
New Member
Director of Business Development
Sync-Up Business Services
Call me when... You're ready to stop guessing and start growing. We offer small business advisory, consulting, and tax planning services built on the bedrock of accurate bookkeeping.
Tim Templeton
Member for 5 years
Director, Business Development
Trivest Partners - Private Equity
Call me when... A business owner is seeking an exit or liquidity (full or partial). Or when an owner is looking for a strategic equity partner to accelerate their business’s growth, while increasing its valuation.
Shawn Lally
New Member
Owner
BizPayPros
Call me when... you’re working with a founder, owner, or leadership team that needs clarity and leverage around payments, cash flow, or growth capital—especially when those areas are creating friction or slowing momentum. Call me when a company: Is ex
Bruce Wood
Member for 6 years
Director
Applied Economics
Call me when... the value of a business or business interest drives a material decision in your client's life.
John Roughen
Member for 1 year
SVP- Wealth Consultant
First Citizens Wealth
Call me when... There is a need for an experienced Wealth Advisor. I have 25 years in experience the financial planning, exit strategy and investment management. I am familiar with both pre-sale and post sale strategies and have access to a robust planning group
Robert Rosner
Member for 6 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.
Susan Kite
New Member
Senior Vice President, SBA Lending
First Women's Bank
Call me when... you have just listed a business for sale or simply need information about SBA financing to help you better serve your clients.
Brit Young
Member for 6 years
Attorney
Bridgeford LLC
Call me when... Your business needs experienced legal guidance through a sophisticated transaction such as an angel or venture capital financing or a merger or acquisition.
Lamar Gresham
Member for 5 years
Private Risk Management
USI
Call me when... you have a need for understanding of the exposures facing the non-financial assets of the financially successful individuals and families.
