XPX Atlanta
Members

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.

Member Directory

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    Esther "Essie" Escobedo of Office Angels is a member of XPX Atlanta
    Esther "Essie" R Escobedo
    Chief Executive Angel
    Office Angels
    Office Angels serves as a professional matchmaker, linking small businesses in need of support with smart, reliable, credentialed and experienced professionals who work as needed.
    Member for 2 Years
    Silver
    Rebecca Bradley of Partnership Coaching, Inc. is a member of XPX Atlanta
    Rebecca Anne Bradley
    CEO
    Partnership Coaching, Inc.
    Your client needs guidance in preparing for life after the sale. I am a Life Transition Coach who specializes in guiding successful people to let go of the past and make their next chapter their best chapter.
    New Member
    John Czajkowski of Czajkowski Dumpel & Associates, Inc. is a member of XPX Atlanta
    John Czajkowski
    Principal
    Czajkowski Dumpel & Associates, Inc.
    You are ready to address how an employee benefits package customized to your corporate culture can build additional value when you are ready to transfer your business.
    Member for 3 Years
    Paul Addison
    Branch Manager
    Bay Equity Home Loans
    Buying, refinancing, or pulling cash out of your primary home, second home or investment properties.
    New Member
    Daniel Miller of Bernstein Private Wealth Management is a member of XPX Atlanta
    Daniel Miller
    Vice President
    Bernstein Private Wealth Management
    You want to quantify advice you are giving to business owners - to give them confidence to move forward
    Member for 1 Year
    Bonnie Mauldin of The Mauldin Group is a member of XPX Atlanta
    Bonnie Mauldin
    CEO
    The Mauldin Group
    You need web design and digital marketing for lead generation and branding!
    Member for 2 Years
    Alex Freeland of Merrill Lynch is a member of XPX Atlanta
    Alex Freeland
    Financial Advisor, Portfolio Advisor
    Merrill Lynch
    Our team establishes customized financial strategies aligned to our clients defined goals, and navigating life/business changes to build and protect our clients legacy with intention and purpose.
    Member for 2 Years
    Christopher Smith of Bristol Group Atlanta is a member of XPX Atlanta
    Christopher David Smith
    M&A Advisor
    Bristol Group Atlanta
    M&A Broker/Advisor
    New Member
    David Pierce of Founders Legal is a member of XPX Atlanta
    David Hilsenrad Pierce
    Corporate Attorney
    Founders Legal
    You need a corporate attorney
    Member for 2 Years
    Joseph James of Coker James CPAs & Business Advisors is a member of XPX Atlanta
    Joseph S James
    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.
    Member for 3 Years
    Sabine Williams of Legacy CPA Services is a member of XPX Atlanta
    Sabine Williams
    CEO
    Legacy CPA Services
    Bookkeeping, technical accounting, outsourced controller, compilation, reviews and advisory services to accounting firms.
    Member for 2 Years
    John Marsh of Bristol Group is a member of XPX Atlanta
    John Marsh
    Managing Partner
    Bristol Group
    As a business broker, I help owners of privately held businesses successfully transition business ownership.
    Member for 1 Year
    Bill McDermott of The Profitability Coach is a member of XPX Atlanta
    Bill McDermott
    The Profitability Coach
    The Profitability Coach
    Business owners have a big vision for their company & want to move forward, but don’t know how. I help identify hurdles getting in the way & create a path to profitability they never thought possible.
    Member for 2 Years
    Dan Mahony of Transcendent Sales Soultions, LLC is a member of XPX Atlanta
    Dan Dan Mahony Mahony
    President
    Transcendent Sales Soultions, LLC
    If you are owner, President or CEO of a business that has reached the point where it has become difficult to grow your sales results without experienced sales leadership and oversight on your team.
    Member for 2 Years
    Paul Evans
    Partner
    Paul Evans
    A client or owner is lower middle market and looking to sell their company
    Member for 1 Year
    Laura M Tshilumba
    Senior International Tax Manager
    HLB Gross Collins, P.C.
    Email is best way to get in touch with me
    Member for 1 Year
    Nate Woods
    President
    Peachtree Coaching Group
    A business owner is looking to build a "Commercial, profitable enterprise that works without them!" to sell for the highest multiple.
    New Member
    Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
    Tim Templeton
    Director, Business Development
    Trivest Partners - Private Equity
    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.
    Member for 1 Year
    Silver
    Howard Silvermintz of Tier 1 Capital of Georgia, LLC is a member of XPX Atlanta
    Howard L. Silvermintz
    Account Manager
    Tier 1 Capital of Georgia, LLC
    You hear your friend or client is concerned that should they get hurt or pass away, they are afraid their spouses or business partners would be impacted financially by this event.
    Member for 3 Years
    Brent Stromwall of Odigos, LLC is a member of XPX Atlanta
    Brent Stromwall
    CEO
    Odigos, LLC
    The owner is overwhelmed in the day-to-day and wants to transition the leadership of the business.
    Member for 1 Year
    Chris Graham
    CEO
    Crown Capital Investments
    You want to optimize your business.
    Member for 1 Year
    Greg Harper of Lakeshore Sales Advisors is a member of XPX Atlanta
    Greg L Harper
    Founder
    Lakeshore Sales Advisors
    Your client needs help growing sales in order to increase value
    New Member
    Bob Tankesley of Neri Capital Partners is a member of XPX Atlanta
    Bob Tankesley
    M&A Advisor
    Neri Capital Partners
    Call me when you plan to sell your company or commercial real estate, now or in the future. I work with private companies in the lower mid-market.
    Member for 4 Years
    Jac Counts
    Owner
    Southern Oak Advisory
    A client may need to have their life insurance reviewed to make sure they are in the best possible situation as business needs continually evolve.
    Member for 2 Years
    Bronze
    James Marosek of WMBO CPA Group is a member of XPX Atlanta
    James Marosek
    CPA
    WMBO CPA Group
    You are looking for a CPA who will be a part of your team helping you plan ahead, manage your finances and plan for taxes.
    Member for 3 Years

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