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.
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Trace Brooks
New Member
Attorney
Trace Brooks Law LLC
Call me when... your clients need a trusted partner to navigate estate planning and business succession with tax-efficient precision.
Misty Russell
Member for 9 months
Owner & Principal Business Transformation Consultant
The Process Design Group
Call me when... you need process design, improvement, or documentation help to scale for growth, build operational capabilities, manage transitions, and improve organizational efficiency and customer experience
Rosa Bitussi
New Member
Development Director
LedgerHealth
Call me when... You have a referral to pass on to me.
Carl Nicpon
Member for 1 year
Managing Director
Marsh Creek Advisors
Call me when... a business owner wants to exit their business on their terms and without regret
Sri Chakravarty
New Member
Principal Consultant
Profitability Business Solutions
Call me when... Your neighbor who owns a business is thinking of retiring but is unsure of next steps. I will be their guide from “thinking” to “selling” and help them maximize the value of their life’s work
Rose Amadi-Emina
New Member
Private Banker - Financial Advisor
J.P. Morgan Private Bank
Call me when... you have a client looking to transition from their business and needs helps with uncovering the intent for their wealth.
Angela Rehkop
Member for 4 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.
Rob Swartwood
Member for 5 years
Attorney
consilium
Call me when... Wise and experienced counsel is needed, particularly in respect to ongoing business operations, or future acquisitions or sales.
Joe Mraz
Member for 2 years
Financial Advisor
Raymond James
Call me when... A client is unsure they of how much they will need from the sale to keep them retired.
Meredith Fingarson
Member for 1 year
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.
Matt Losanno
Member for 2 years
Wealth Manager
Cinder Wealth Advisors
Call me when... When you have a business owner that is quickly approaching (or way past) the lifetime gift exemptions. My firm excels at minimize estate taxes and maximizing the transfer to future generations.
Mark Norris
Member for 1 year
Business Coach
Compass Business Coaching
Call me when... you have a company who doesn't make it to the closing table. I can coach them towards improvement on virtually any topic (financial and non-financial) so they become better prepared to make closing a reality.
Ari Wajnberg
Member for 2 years
Principal
Montevino Advisory Services, LLC
Call me when... You are in need of preparing your business for sale, or in need of optimizing, scaling, or turning around your business
Jeremy Bird
Member for 5 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.
Adam Tolliver
Member for 1 year
Partner, Advisor
Artisan Financial Strategies LLC
Call me when... Your client needs a collaboration friendly wealth advisor familiar with the exit planning process. Financial Planning, Investment Management and Insurance Planning.
Steven Keck
Member for 1 year
President
Span The Chasm
Call me when... A Seller of a Business needs to enhance the value of their exit through org structure optimization and by clarifying the culture of the business, improving alignment to the purchaser and it's employees.
Billy Amberg
Member for 11 months
President
Bloomwood
Call me when... capital gains tax on sale is an issue. My firm specializes in deferring and eliminating gains on the sale of businesses.
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.
Chris Graham
Member for 4 years
CEO
Crown Capital Investments
Call me when... you want to optimize your business.
Robert Rosner
Member for 5 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.
Steven Lustig
Member for 1 year
CEO and Founder
Lustig Global Consulting
Call me when... Lustig Global Consulting that helps companies create risk management programs, establish robust manufacturing and supply chain strategies, and enable sustainability initiatives.
Emma Foulkes
Member for 5 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.
John Phillips
Member for 2 years
President
Walden Businesses, Inc.
Call me when... We sell companies.
Bruce Wood
Member for 5 years
Director
Applied Economics
Call me when... the value of a business or business interest drives a material decision in your client's life.
