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 76 Members
Catherine Cates
Member for 5 years
CEO
EOS Worldwide
Call me when... You are a business owner who feels your business is running you. I can eliminate the chaos and help you build a strong team and great results for a successful exit.
Geoff Gober
Member for 6 years
Principal
West Paces Advisors
Call me when... At any stage of the business cycle you or your client need a wealth management partner experienced in helping coordinate efforts towards both business and personal success.
Alex Freeland
Member for 6 years
Financial Advisor, Portfolio Advisor
Merrill Lynch
Call me when... Our team establishes customized financial strategies aligned to our clients defined goals, and navigating life/business changes to build and protect our clients legacy with intention and purpose.
Dean Nolley
Member for 6 months
Chief Sales Growth Imagination Officer
Sales Growth Imagination
Call me when... If SMB Owner is planning strategic exit or new owner needs sales growth, we build sustainable sales processes that accelerate sales growth. We provide sales recruiting and sales/ leader training.
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
Ted Richardson
Member for 1 year
President
Alrich & Assoc
Call me when... Reviewing or setting up Benefits, Work Comp, HR Policies & Procedures and Compliance. Specialist in PEO Platforms.
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.
Patrick Renn
Member for 7 years
pres
The Renn Wealth Management Group
Call me when... You need to decide if you will have enough, will it remain enough, and who should eventually get it.
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.
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.
Trace Brooks
Member for 1 year
Attorney
Brightside
Call me when... your clients need a trusted partner to navigate estate planning and business succession with tax-efficient precision.
Jeff Brandon
Member for 1 year
Senior Wealth Planner
Smith + Howard Wealth Management
Call me when... financial planning or wealth management is needed or a connection is needed to CPA's that provide a wide variety of serivces.
Lorne Greenfield
Member for 6 years
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.
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.
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
Christopher Smith
Member for 3 years
M&A Advisor
Marsh Creek Advisors
Call me when... M&A Broker/Advisor
Anthony Chen
Member for 5 years
Financial Advisor
Lighthouse Financial Network, LLC
Call me when... A business is looking to consider ownership change or set up a retirement plan.
Robert Rosner
Member for 6 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.
Bret Sperling
Member for 4 years
Owner
Sperling Advisory, LLC
Call me when... I provide financial leadership for companies going thru episodic events (M&A, Bank Refi, turn around etc.
Tracy Falagrady
Member for 6 years
Private Risk Advisor
USI
Call me when... You want direction and advice with respect to insurance needs, coverages and education specific to your unique set of circumstances.
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.
John Phillips
Member for 3 years
President
Walden Businesses, Inc.
Call me when... We sell companies.
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.
Gerardo Kerik
Member for 2 years
Principal, AI Strategy and Business Transformation
WSI
Call me when... You need expert guidance to adopt AI, drive efficiencies, enhance decision-making, and turn AI into a competitive advantage during growth or transactions.
