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 76 Members
Brian O'Neill
Member for 4 years
President
Cahaba Wealth Management
Call me when... Needing to marry investment management with true, holistic financial planning.
Jon Appel
New Member
SBA Banker
Peoples Bank
Call me when... you wanted a straight forward and realistic approach with you or your clients SBA financing needs
Angela Rehkop
Member for 5 years
ChFC, CFP
Financial Care Providers
Call me when... Whenever you have a question about Comprehensive Financial Planning, Retirement Planning, Buy/Sell Funding, Investments, Long Term Care, Tax Related Strategies and Creative Options around financials.
Samantha Holowka
Member for 6 years
Financial Advisor
Northwestern Mutual
Call me when... your client would like to address problems around taxes, business continuity and succession, retirement, is disabled or passes away, or wants a holistic retirement distribution plan.
Rob Swartwood
Member for 6 years
Attorney
consilium
Call me when... Wise and experienced counsel is needed, particularly in respect to ongoing business operations, or future acquisitions or sales.
Dominick Wallace
Member for 5 years
Managing Director
Wallace Capital Funding
Call me when... We help entrepreneurs, real estate investors and business owners get access to capital in the shortest period of time with minimum efforts and maximum profits!
Mitch Skyer
New Member
Managing Director
AFI Strategic Partners LLC
Call me when... you're ready to accelerate your business from an income producing entity to an asset with value.
Bret Sperling
Member for 4 years
Owner
Sperling Advisory, LLC
Call me when... I provide financial leadership for companies going thru episodic events (M&A, Bank Refi, turn around etc.
Ted Richardson
Member for 1 year
President
Alrich & Assoc
Call me when... Reviewing or setting up Benefits, Work Comp, HR Policies & Procedures and Compliance. Specialist in PEO Platforms.
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
Greg Silberman
Member for 3 years
Managing Director
Ritterband Tax & Accounting Solutions LLC
Call me when... you need a CPA with extensive knowledge of accounting, tax planning and preparation, investments, private equity and M&A
Geoff Gober
Member for 6 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.
Alok Gupta
Member for 2 years
CEO, Founding Managing Partner
Loki Group, Inc.
Call me when... Lower middle and middle market companies need help figuring out and executing on both, organic and inorganic growth opportunities.
Dean Nolley
New Member
Chief Sales Growth Imagination Officer
Sales Growth Imagination
Call me when... If SMB Owner is planning strategic exit or new owner needs sales growth, we build sustainable sales processes that accelerate sales growth. We provide sales recruiting and sales/ leader training.
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.
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.
Quinn Shearer
Member for 6 years
Managing Director
GA Group
Call me when... there is an issue related to business valuation, or an opinion of business value is needed to support tax reporting, financial reporting, a transaction, or a dispute.
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.
David Shavzin
Member for 7 years
President
The Value Track
Call me when... you want to sell your company, understand the sale process and understand value.
Anthony Chen
Member for 5 years
Financial Advisor
Lighthouse Financial Network, LLC
Call me when... A business is looking to consider ownership change or set up a retirement plan.
Meredith Fingarson
Member for 2 years
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.
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.
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.
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.
