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
Showing 108 members
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Jen Miller
New 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 Gutt
Member for 1 Year
VP
BNY Mellon
A business owner is considering selling some or all of their ownership stake.
George H Bergmark
New Member
President and CEO
GT Solutions International LLC
Assist Private Business Owners become Executive Chairmen of their companies
Nikki Evans
New Member
CEO
Ridgeline Coaching
You have people issues, low morale, lack of accountability, are trying to solve a tough problem or looking for the next thing
Ray Payne
Member for 4 Years
Cerner Capital
You have a complex financial life or have a complex tax transaction to prepare for.
Quinn Shearer
Member for 4 Years
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.
Laura M Tshilumba
Member for 1 Year
Senior International Tax Manager
HLB Gross Collins, P.C.
Email is best way to get in touch with me
Jeff Armacost
Member 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.
Chad D. Ettmueller
Member 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 McFadden
Member for 2 Years
Partner
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 Powell
New Member
CEO
ASC
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 Wright
Member for 1 Year
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)
Rob Margeton
Member for 3 Years
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
Britt Faunce
New Member
VP-Business Banking
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 Rosenthal
Member 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!
Derek Crevello
New Member
Managing Director
MSouth Capital
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 Wajnberg
New Member
Principal
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 Christiansen
New Member
Partner
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 Templeton
Member 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 Farach
Member for 1 Year
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.
Jeremy R. Bird
Member 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.
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