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 72 Members
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.
Jeffrey Leonard
Member for 7 years
Attorney
Cohen Pollock Merlin Turner P.C.
Call me when... your business owner client needs legal help - whether it's planning what will happen to their business if something happens to them, or just wants to build a more valuable, transferable business.
Ray Payne
Member for 7 years
Cerner Capital
Call me when... You have a complex financial life or have a complex tax transaction to prepare for.
Maria Forbes
Member for 7 years
President, Chief Engagement Officer
FIREPOWER Business Catalyst, LLC.
Call me when... 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.
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.
Patrick Renn
Member for 7 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.
Will Lee
Member for 2 years
Director
Applied Economics
Call me when... Valuation, Investment Banking & ESOP Advisory
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.
Quinn Shearer
Member for 7 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.
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.
Jeremy Bird
Member for 6 years
VP Life Sales
Arthur J. Gallagher
Call me when... 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.
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.
Emma Foulkes
Member for 6 years
Partner
Collective Wealth Partners
Call me when... your client is getting serious about an offer to sell, so we can explore highly effective tax strategies.
Tom Fulton
Member for 6 years
Principal
Neri Capital Partners
Call me when... you have questions about the value of your company or are interested in discussing the future.
Tracy Falagrady
Member for 6 years
Private Risk Advisor
USI
Call me when... You want direction and advice with respect to insurance needs, coverages and education specific to your unique set of circumstances.
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.
Alex Freeland
Member for 6 years
Financial Advisor, Portfolio Advisor
Merrill Lynch
Call me when... 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.
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.
Diana Murphy
Member for 5 years
Executive Coach
Diana Murphy Coaching, LLC
Call me when... 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.
Jeff Armacost
Member for 5 years
Brand Consultant, Builder, Storyteller
Brand Capital
Call me when... 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.
John Ray
Member for 5 years
Author, Pricing and Business Development for Professional Services Firms, Podcast Host and Strategist
John Ray Co.
Call me when... you find a B2B professional who needs help with business development, their value proposition, and pricing their services
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.
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.
Catherine Cates
Member for 5 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.
