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

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.

Manager
Carr, Riggs & Ingram, LLC

Call anytime - I specialize in QofEs (buy and sell-side), Business Valuations, and the traditional auditing and taxation services

VP / Financial Advisor
Wealth Enhancement Group

You want to explore the intersection of corporate and personal planning.

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.

Partner
Altruist Wealth Partners

A client before your client sells their buisness so we can explore high level tax strategies.

VP Life Sales
Arthur J. Gallagher

Your client needs a non biased review of their existing life, disability, long term care, or executive benefits policies, buy/sell agreements or informal business valuation.

President
Bright Water Consulting, LLC

Call me when you need process improvements, technology improvements, operational improvements, due diligence, roadmaps, or agile based proactive business growth.

Attorney
consilium

Wise and experienced counsel is needed, particularly in respect to ongoing business operations, or future acquisitions or sales.

Executive Coach
Diana Murphy Coaching, LLC

A business owner would like the support of a personal coach to manage a transition or desire to grow quickly. I work with owners that are frustrated with the stress of running their businesses. I guide them to lean into their genius and strengths.

CEO
EOS Worldwide

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.

CEO
Partnership Coaching, Inc.

You are considering retirement but haven't prepared as well emotionally as you have financially. You would like a strategy and support in making your next chapter your best chapter.

Private Risk Advisor
USI

You want direction and advice with respect to insurance needs, coverages and education specific to your unique set of circumstances.

VP
BNY Mellon

A business owner is considering selling some or all of their ownership stake.

Founder & President
Integgra Valuation & Advisory Services

You need business valuation consulting services. Our mission is to provide clients with high quality, cost-efficient valuation and advisory services in a timely manner with the utmost integrity.

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
Cahaba Wealth Management

Needing to marry investment management with true, holistic financial planning.

CEO
Legacy CPA Services

Bookkeeping, technical accounting, outsourced controller, compilation, reviews and advisory services to accounting firms.

Owner
Sourced.

Businesses or entrepreneurs need back-office support (accounting, staffing, marketing, or administrative.)

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.

Founder and CEO
Sofer Advisors, LLC

A neutral third-party assessment of business value is needed to assist in large figure decisions.

Owner
Estate Law Center

Needed

Attorney at Law
Taylor English Duma

You want a seasoned attorney to assist with any franchise related business, be it a franchisor or franchisee. I love helping start-ups!

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.

Managing Director
Neri Capital Partners

Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.

Private Risk Management
USI

You have a need for understanding of the exposures facing the non-financial assets of the financially successful individuals and families.

President
The Value Track

You want to sell your company, understand current value or build value for a future sale.

Brand Consultant, Builder, Storyteller
Whole Brain Brands

You need a new story that gets your customer and the world to know just how awesome, different and valuable your business or organization really is.

The Client Whisperer
Eastwood Strategy Advisors

Your client needs a consistent flow of their Best Clients to scale or exit. Not merely more clients, more Best Clients. The Client Whisperer fundamentally changes the trajectory of how business is generated--and who generates it.

Certified Business Performance Advisor
Insperity

Human Capital Needs and Cost Containment/Outsourced HR

Owner, Chief Engagement Officer
FIREPOWER Business Catalyst, LLC.

You need to assist owners and key decision makers in defining roles and engaging talent as part of business growth and transition planning. Convert people strengths into business performance.

owner CFP ChFC CLU
Simon Financial Company

Business owner wants a talent retention plan or buy/sell funding

President & CEO
P&P Business Solutions

Business owner looking to sell their business, but has no idea where to begin.

Partner
Paul Evans

A client or owner is lower middle market and looking to sell their company

Senior International Tax Manager
HLB Gross Collins, P.C.

Email is best way to get in touch with me

Senior Vice President
The PNC Financial Services Group

You or your client needs a seasoned senior lender and financial services partner with a track record in solving financing problems from the cash conversion cycle to long term capital financing

Professional EOS Implementer
EOS Worldwide

A business leader is frustrated by a lack of growth, ineffective people, and/or a lack of control. Many times, they feel like the business is running them, and they don’t know how to fix it.

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.

Mergers & Acquisition Advisor
Walden Businesses, Inc.

You are looking to sell your business.

Business Performance Advisor
Insperity

You need Instant Human Capital Infrastructure, Fortune 500 Benefits, and expert HR consulting.

Managing Partner
Baer Wealth

Someone has had or is preparing for a liquidity event and needs help evaluating their complete financial situation.

Financial Advisor
Lighthouse Financial Network, LLC

A business is looking to consider ownership change or set up a retirement plan.

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.

CFP(r)
Nvestfit, LLC/ LPL Financial

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.

Financial Advisor
Northwestern Mutual

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.

Founder
Lakeshore Sales Advisors

Your client needs help growing sales in order to increase value

President
AcSellerate Sales Advisors, LLC

I am a Fractional CRO/Sales VP and I help companies grow their sales quickly by leading and managing the sales operation for companies needing stronger sales results.

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.

Founder
CZAJKOWSKI DUMPEL & ASSOCIATES -INC.

Someone needs help with their employee benefits program or needs help with Medicare .

Vice President
Bernstein Private Wealth Management

You want to quantify advice you are giving to business owners - to give them confidence to move forward

President
The Resourceful CEO

Experiencing cash flow or profitability issues, low morale retention, or burnout or when an owner needs more flexibility or an organization revamp (i.e., more company structure)

Mr.
Founders Legal

Business owners are in need of legal advise relating to general corporate representation, mergers & acquisition, and tax planning related needs.

CPA
SJ Gorowitz Accounting & Tax Services, P.C.

S.J. Gorowitz Accounting & Tax Services, P.C. is an Atlanta Certified Public Accountant and business advisory firm specialized in the needs of expanding and emerging businesses and their owners.

Cerner Capital

You have a complex financial life or have a complex tax transaction to prepare for.

Partner
BW Arpeggio LLC

FRANCHISING, VALUATION, LIT SUPPORT & FORENSICS, IMPROVE OWNER DECISIONS, and CHANGE OR TRANSITIONS ADVISORY

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.

Risk Advisor
Sterling Seacrest Pritchard Insurance

Businesses need help reducing their total cost of risk.

VP, Commercial Banker
Synovus

You have commercial financing needs for Business Acquisitions, Real Estate purchases and Working Capital.

President
Capital Concepts USA LLC

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

Partner
Carr, Riggs & Ingram

You would like an objective view on an exit you might be considering from a seasoned accounting and consulting professional.

Senior Vice President
Capital Group

Do you have clients who are re-thinking their financial goals, or perhaps even their life and wealth goals, as a result of the pandemic, market volatility, or a liquidity event?

M&A Advisor
Transworld Business Advisors

You're ready to sell or buy a business.

Principal
Ryco Advisors, LLC

A business owner is starting to think about exiting and needs someone to run a structured process to value, market, and successfully exit his business

CEO
The Mauldin Group

You need web design and digital marketing for lead generation and branding!

Principal
Neri Capital Partners

You have questions about the value of your company or are interested in discussing the future.

Strategic Business Advisor
Accountable For Change LLC

You want to create value in your company, achieve targets and strengthen your company.

Private Risk Advisor
Aon Private Risk Management

Call me when you have a need for a trusted personal risk management advisor for high net worth individuals to partner with you to create effective strategies that protect their wealth and lifestyle

Studio Partner, Radio Show/Podcast Host & Producer
Business RadioX®

You find a B2B professional who need help in building relationships which translate into revenue.

Founder and Principal
Kawabe & Associates, LLC

You want to move on to the next phase of life and live your true purpose. We help transform our clients from being financially successful to living the life of significance!

Principal
The Chatel Consulting Group

Business Value needs to increase. Leadership needs development. Strategic planning needs revisiting. Teamwork needs improvement. Executional excellence is desired. Priorities need clarification. Culture needs to change

M&A Advisor
Bristol Group Atlanta

M&A Broker/Advisor

Senior Vice President
JCR Settlements, LLC

You need to maximize a sale through deferral of immediate tax obligations and the creative growth of sales proceeds through variable investment, installment sale strategies. Our services are free of charge and can help all parties in a transaction.

Mr.
Robert M. Rosner & Associates, Inc.

You want an independent insurance broker who brings years of experience in solving problems for entrepreneurs and professionals with their other trusted advisers.

Business Scaling & Happiness
The Resolve Firm

1) Best-in-class CEO & Owner Roundtables 2) Double your revenue 3) How to be rich AND happy

Partner
Adams Capital

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.

SBA Banker
Atlantic Capital Bank

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.

Trusted Advisor - Mergers and Acquisitions
Neri Capital Partners

As a CPA and business owner for over three decades, I bring a unique combination of business insights and real-world experiences to help guide you through the different M&A processes.

Financial Advisor
Morgan Stanley Wealth Management

Clients that needs financial planning and alternative funding solutions

CEO
Crown Capital Investments

You want to optimize your business.

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.

Managing Partner
Cagle Consulting Partners

You need to:- Accelerate Revenue Growth- Innovate New Services or Products- Build/Scale Your Organization

Principal
10x Profit Blueprint

We help businesses grow their bottom line by 50% within 12 - 18 months while helping owners create tax advantaged income and exit strategies. Make More, Take More Time Off, and Pay Less in Taxes (Keep More)

Partner
Founders Legal | Bekiares Eliezer LLP

You need a driven, experienced, and business-focused corporate attorney to help structure efficient transactions, close deals, and provide legal guidance to technology, software, and IT companies.

CEO
Fujiyama Wealth Management

You have a client who went through life's transition such as Sale of Business, Divorce, Inheritance, Retirement, and Widowhood who need wealth management in investment consulting.

Managing Partner
Initiating Protection Law Group LLC

Your client's brand rights have not been recognized legally

Senior Wealth Manager
Mercer Advisors

If you want to build and protect your wealth, mitigate your taxes, and understand how your business and its value can help you accomplish the goals that you have for yourself and your family

ChFC, CFP
Financial Care Providers

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.

Managing Partner
Bristol Group

As a business broker, I help owners of privately held businesses successfully transition business ownership.

Branch Manager
Bay Equity Home Loans

Buying, refinancing, or pulling cash out of your primary home, second home or investment properties.

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.

Principal
Neri Capital Partners

When you want to build your business value, develop Exit Strategy or Sell your Business e for the next phase whether that be internal succession or third party sale.

Partner - Valuation and Transaction Advisory
Aprio, LLP

Aprio is a full-service CPA-led advisory firm. We work with our clients on valuation, tax, and accounting matters throughout their exit planning process to ensure a successful business transition.

Partner
Newport LLC

Creative dealmaker with real-world experience as entrepreneur and attorney focused on maximizing value, reducing risk and preparing companies to be “transaction ready” for achieving successful exits

Attorney
Bridgeford LLC

Your business needs experienced legal guidance through a sophisticated transaction such as an angel or venture capital financing or a merger or acquisition.

Director
Expense Reduction Analysts

You have a client or prospect that feels there is incremental cash flow hidden in their supply base and they would like to uncover it to put back to work in the business or improve the bottom line.

CEO
ActionCoach

Business Owners need help with teams, time, systems, and money. They want to sell, expand, or use their business as passive income.

Retirement Planner
Steadfast Wealth Systems

Call me when…. Someone desires to transition to the 3rd quarter of life but lacks confidence for whatever reason to pull the trigger. Because you don’t get do-overs in retirement, I take great lengths helping clients maximize their return on life n

Business Attorney, Founder
Smithers + Ume-Nwagbo, LLC

Your client does not have an attorney on staff or a relationship with the law firm that is providing comprehensive general counsel services.

CEO
Odigos, LLC

The owner is overwhelmed in the day-to-day and wants to transition the leadership of the business.

Director
Mr.

Families with $2-10 million of investable assets that have a need for financial planning and/or financial advocacy.

Financial Consultant
Family Business Wealth

Cash flow projections are an important factor in deciding whether an exit will enable an owner to enjoy a successful retirement. This is where I may add value to the team + asset & risk management. Helping clients to be ready for what's next

Owner
Sperling Advisory, LLC

I provide financial leadership for companies going thru episodic events (M&A, Bank Refi, turn around etc.

Vice President
Corporate Real Estate Advisors, ITRA Global

You have questions and thoughts regarding commercial real estate.

Vice President - Wealth Management
Morgan Stanley

Helping families align business interests with personal goals and/or succession planning. We prioritize service and provide a solutions based approach.

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.

Managing Director
Wallace Capital Funding, LLC

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!

Principal
West Paces Advisors

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.

CEO
Automated Solutions Consulting Group

Call me when a client needs to validate the value and assess potential cyber vulnerabilities of the digital infrastructure in a business planning or by/sell proposition.

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