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 77 Members
Greg Silberman
Member for 3 years
Managing Director
Ritterband Tax & Accounting Solutions LLC
Call me when... you need a CPA with extensive knowledge of accounting, tax planning and preparation, investments, private equity and M&A
Joe Mraz
Member for 3 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.
John Charleston
Member for 2 years
Business Broker Intermediary
Murphy Business Sales
Call me when... a business owner is interested in selling their business, needs a business valuation, or growing through strategic acquisition; or when a prospective buyer is searching for a business to acquire.
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.
Christopher Smith
Member for 3 years
M&A Advisor
Marsh Creek Advisors
Call me when... M&A Broker/Advisor
Samantha Jones
New Member
Ms.
Walden M&A
Call me when... your client has built something real in manufacturing or distribution. I've run and sold one so I know what it is like to sit on both side of the table.
Paul Raufman
New Member
Vice President - SBA Banker
Regions Bank - SBA Group
Call me when... You are a Privately Owned Business and Need Capital to Acquire/Construct/Refinance a Fixed Asset, Acquire an Existing Business or Franchised Businesses, Buy-Out an Existing Partner, Obtain Permanent Working Capital, Need Access to Revolving Credit
Farrell Middleton
New Member
Owner/President
The Bell Curve of Life, LLC
Call me when... An organization has challenges with their internal environment, which can include culture, leadership, vision/direction, employee engagement, customer service, communication, and other internal metrics and directives.
Sib Sheikh
New Member
Private Wealth Advisor
SignatureFD
Call me when... A business owner needs a Holistic Financial Plan encompassing Pre Exit, Exit and Post Exit stages
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.
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.
James Custer
New Member
President
ROI Performance Group, Inc.
Call me when... your clients want to find & fix their profit leaks to increase the business value and EBITDA.
Alok Gupta
Member for 2 years
CEO, Founding Managing Partner
Loki Group, Inc.
Call me when... Lower middle and middle market companies need help figuring out and executing on both, organic and inorganic growth opportunities.
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.
Jeff Stemple
Member for 1 year
Managing Director
StempleCrites
Call me when... Equipment values are relevant. StempleCrites can address the pitfalls and provide solutions through the nuanced calculation of values through the life-cycle of the asset under any usage scenario.
Robert Douglass
Member for 2 years
Managing Partner
Corbet Capital Advisors
Call me when... ...you are working with a business owner who is contemplating selling or recapitalizing their company. We can assist with pre-sale planning before the event and with wealth management after liquidity has been taken out of the company.
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
Anthony Chen
Member for 4 years
Financial Advisor
Lighthouse Financial Network, LLC
Call me when... A business is looking to consider ownership change or set up a retirement plan.
Quinn Shearer
Member for 6 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.
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Ron Nocera
New Member
Director of Business Development
Sync-Up Business Services
Call me when... You're ready to stop guessing and start growing. We offer small business advisory, consulting, and tax planning services built on the bedrock of accurate bookkeeping.
Steven Hutchison
Member for 1 year
Principal
Walden Merger & Acquisitions
Call me when... an owner needs sell their business
Ben Benson
Member for 6 months
Managing Partner
Apexion Advisors
Call me when... your clients need help with M&A, raising capital, exit planning, and strategic planning
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.
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.
