Members

Members

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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Christian Williams
Manager
Carr, Riggs & Ingram, LLC

Call Me When... Call anytime - I specialize in QofEs (buy and sell-side), Business Valuations, and the traditional auditing and taxation services

Member for 1 Year
Daniel Miller of Bernstein Private Wealth Management is a member of XPX Atlanta
Daniel Miller
Vice President
Bernstein Private Wealth Management

Call Me When... You want to quantify advice you are giving to business owners - to give them confidence to move forward

Member for 2 Years
Mark Beal of Instead of Flowers is a member of XPX Atlanta
Mark Beal
CEO
Instead of Flowers

Call Me When... you want to do something nice for someone you care about, and you're not sure what to get them!

New Member
Ron Carmichael of Morgan Stanley Wealth Management is a member of XPX Atlanta
Ron Carmichael
Financial Advisor
Morgan Stanley Wealth Management

Call Me When... clients that needs financial planning and alternative funding solutions

Member for 2 Years
Jake P Foster
Associate Investment Banker
Forvis Capital Advisors LLC

Call Me When... Company owners need experienced assistance in formulating and executing their growth and exit strategies

New Member
Samuel Richmond of Nvestfit, LLC/ LPL Financial is a member of XPX Atlanta
Samuel Richmond
CFP(r)
Nvestfit, LLC/ LPL Financial

Call Me When... You desire a partner that truly understands what’s most important to you and employs an established process to build personalized strategies to assist you in reaching your goals with greater confidence and peace of mind.

Member for 3 Years
Bob Tankesley of Neri Capital Partners is a member of XPX Atlanta
Bob Tankesley
M&A Advisor
Neri Capital Partners

Call Me When... Call me when you plan to sell your company (or make an acquisition), now or in the future. I work with private companies in the lower mid-market.

Member for 5 Years
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Financial Advisor
Lighthouse Financial Network, LLC

Call Me When... A business is looking to consider ownership change or set up a retirement plan.

Member for 2 Years
Emma Foulkes of Collective Wealth Partners is a member of XPX Atlanta
Emma I Foulkes
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.

Member for 4 Years
Lorne Greenfield of Capital Concepts USA LLC is a member of XPX Atlanta
Lorne Greenfield
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.

Member for 4 Years
Joe Mraz of Raymond James is a member of XPX Atlanta
Joe Mraz
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.

Member for 1 Year
David Mills
Senior Vice President - Wealth Management
Morgan Stanley

Call Me When... Helping families align business interests with personal goals and/or succession planning. We prioritize service and provide a solutions based approach.

Member for 4 Years
Dominick Wallace of Wallace Capital Funding is a member of XPX Atlanta
Dominick Wallace
Managing Director
Wallace Capital Funding

Call Me When... We help entrepreneurs, real estate investors and business owners get access to capital in the shortest period of time with minimum efforts and maximum profits!

Member for 2 Years
Eric Togneri of Neri Capital Partners is a member of XPX Atlanta
Eric Togneri
Managing Director
Neri Capital Partners

Call Me When... Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.

Member for 5 Years
Mark Parker of BIP Wealth is a member of XPX Atlanta
Mark Parker
VP - Strategic Growth
BIP Wealth

Call Me When... You need more than a traditional wealth manager. BIP Wealth is constantly working and consistently innovating to make your money go further.

Member for 1 Year
Robert M Rosner
Mr.
Robert M. Rosner & Associates, Inc.

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.

Member for 4 Years
John Lepto
Managing Director of Commercial Growth
E78 Partners

Call Me When... You have a CFO that is in need of consulting/advisory services within Operational/Strategic Finance, Executive Serivces Placement. Also for Private Equity and their port co's.

New Member
Frank Herron of Sterling Seacrest Pritchard Insurance is a member of XPX Atlanta
Frank Herron
Risk Advisor
Sterling Seacrest Pritchard Insurance

Call Me When... businesses need help reducing their total cost of risk.

Member for 1 Year
Brian O'Neill of Cahaba Wealth Management is a member of XPX Atlanta
Brian O'Neill
President
Cahaba Wealth Management

Call Me When... Needing to marry investment management with true, holistic financial planning.

Member for 1 Year
Bret Sperling
Owner
Sperling Advisory, LLC

Call Me When... I provide financial leadership for companies going thru episodic events (M&A, Bank Refi, turn around etc.

Member for 2 Years
Ben Nicholson of Fortis Business Advisors is a member of XPX Atlanta
Ben T Nicholson
President
Fortis Business Advisors

Call Me When... Helping small to lower middle market businesses in healthy or distressed situations with performance optimization, asset maximization, turnaround management, and liquidation.

New Member
Ronald Jones of Ameriprise Financial LLC is a member of XPX Atlanta
Ronald E Jones
Certified Exit Planning Advisor
Ameriprise Financial LLC

Call Me When... a business owner looking to consider ownership change who wants to sell for the highest multiple.

Member for 1 Year
Sara Burden of Walden Businesses, Inc. is a member of XPX Atlanta
Sara B. Burden
President
Walden Businesses, Inc.

Call Me When... You have a client considering the sale of their privately held manufacturing, distribution or business-to-business service company.

Member for 4 Years
Vrinda Upadhye
Client Strategist
BNY Mellon

Call Me When... As an advisor to business owners, I have a passion for providing high-end wealth planning and investment advice as it pertains to the sale of a privately held business, transferring ownership and wealth to the Nextgen, and navigating retirement

New Member
John Charleston of Murphy Business Sales is a member of XPX Atlanta
John B. Charleston
Business Broker Intermediary - Murphy Franchise Owner
Murphy Business Sales

Call Me When... a business owner is interested in selling their business or receiving a valuation of their business; or when a prospective buyer is searching for a business to acquire.

New Member

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