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 108 members
Jen MillerNew Member
Senior Vice President
Coastal States Bank
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
David GuttMember for 1 Year
A business owner is considering selling some or all of their ownership stake.
George H BergmarkNew Member
President and CEO
GT Solutions International LLC
Assist Private Business Owners become Executive Chairmen of their companies
Nikki EvansNew Member
You have people issues, low morale, lack of accountability, are trying to solve a tough problem or looking for the next thing
Christopher David SmithNew Member
Bristol Group Atlanta
Ray PayneMember for 4 Years
You have a complex financial life or have a complex tax transaction to prepare for.
Quinn ShearerMember for 4 Years
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.
Chris GrahamMember for 2 Years
Crown Capital Investments
You want to optimize your business.
Laura M TshilumbaMember for 1 Year
Senior International Tax Manager
HLB Gross Collins, P.C.
Email is best way to get in touch with me
Jeff ArmacostMember for 2 Years
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.
Ronald E JonesNew Member
Certified Exit Planning Advisor
Ameriprise Financial LLC
Chad D. EttmuellerMember for 1 Year
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.
Bruce McFaddenMember for 2 Years
Carr, Riggs & Ingram
You would like an objective view on an exit you might be considering from a seasoned accounting and consulting professional.
Karen L PowellNew Member
A business owner client of yours is wanting to exit but wants also to increase the business value prior to sale. Also if the Business Owner needs to determine what sale amount will produce a sustainable future income, I can help determine that.
Tiffany C WrightMember for 1 Year
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)
Rob MargetonMember for 3 Years
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
Britt FaunceNew Member
City National Bank
A $5-50MM Business needs a CFO Banker for Acquisition, Real Estate, Working Capital, or Equipment Financing or to just help streamline cash flow and financial operations in preparation for an exit.
Michael S RosenthalMember for 4 Years
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!
Alpha DialloNew Member
CapVal-American Business Appraisers
You need me
Derek CrevelloNew Member
A company needs flexible debt or minority equity for growth, add-on acquisitions, refinancings/ recaps, liquidity or dividends (must have $2.5mm+ of EBITDA).
Ari A WajnbergNew Member
Montevino Advisory Services, LLC
You are in need of preparing your business for sale, or in need of optimizing, scaling, or turning around your business
Andy ChristiansenNew Member
AC & Co.
We help businesses move from being founder-led to leadership-team-led. We also have a in person or virtual leadership masterclass that employers leaders and teams to product more ROI and ROL (return on life) better me + better you = better us.
Tim TempletonMember for 2 Years
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.
Joseph L FarachMember for 1 Year
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.
Jeremy R. BirdMember for 3 Years
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.