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 43 Members
Abhi Mathews
Member for 3 years
Managing Director
Minerva Valuations
Call me when... Selling a business or raising debt capital. Also when looking for court qualified appraiser/business valuator.
Mark Austin
Member for 6 years
Managing Director
Balcones Advisory
Call me when... working with a business owner who is considering selling their lower middle market company or is interested in growing inorganically through an acquisition.
Allen Bertin
Member for 6 years
Principal
Branscomb Law
Call me when... you know an owner or executive of a privately held company in need of legal assistance in forming, growing or selling his or her business.
Jay Mezera
Member for 6 years
Partner
Atchley & Associates, LLP
Call me when... you have questions about Federal or state tax planning or compliance, business valuations, entity structuring or mergers and acquisitions.
Philip Seibel
Member for 6 years
Principal
Advanced Benefit Solutions
Call me when... Clients have needs to be addressed in an exit plan that involve life insurance.
Blair Morrison
Member for 6 years
CEO, Fractional CFO
AutoCFO
Call me when... You have a client whose company is institutionally backed and needs help communicating with their board, preparing to sell their business or preparing internal processes for rapid growth and scaling.
Mark Frazier
Member for 5 years
Managing Director
CIBC Private Wealth Management
Call me when... you have a need for holistic wealth planning and investment management before and after an exit.
Billy Murphy
Member for 5 years
Partner
Dwyer Murphy Calvert LLP
Call me when... You need corporate legal assistance and are contemplating raising capital for an operating company, investing in an operating company (private equity or venture capital) or selling or buying a business.
Elizabeth Jensen
Member for 4 years
Sr Wealth Strategist
Northern Trust
Call me when... An owner needs an advisory-focused wealth management team experienced in providing investment, banking/lending or trust expertise as they grow, prepare to exit and make informed financial decisions throughout. We advise post-liquidity event as well.
Christopher Bauer
Member for 5 years
Managing Partner
Bauer & Company
Call me when... A company is considering an sale and needs to verify their accounting is accurate and reflects the reality of their business
Brad Mayer
Member for 4 years
Senior Private Client Advisor
Texas Capital Bank
Call me when... an opportunity arises to engage a wealth management team that can guide you on maximizing the value of your business, advise you through the transition, and design a wealth management strategy to preserve your legacy.
Eric Boyce
Member for 5 years
Chief Executive Officer
Boyce & Associates Wealth Consulting, Inc.
Call me when... exit planning, valuation, buy-sell, retention/recruitment programs, executive compensation, benefits
Erin Tuggle
Member for 4 years
Partner
Jackson Walker
Call me when... a client needs legal assistance with business succession, pre-exit planning, representation on an exit, or post-exit estate or investment strategies.
Corwin Davidson
Member for 3 years
Wealth Advisor + Tax Strategy Nerd + Certified Exit Planner
Wealth Strategies Advisory Group
Call me when... you need to reduce income and capital gains taxes, coordinate all of the pieces of your financial world, and design a strategy to exit your business on your terms.
Todd Burns
Member for 5 years
Director of Business Development
BKCW
Call me when... You are seeking Property and Casualty Insurance for High Net Worth individuals and businesses
Dipti Pandey
Member for 5 years
Partner
Bauer & Company, LLC
Call me when... you need any audit or consulting services
Albert Carrion
Member for 4 years
Partner
Richards, Rodriguez & Skeith, LLP
Call me when... I counsel emerging and mid-sized companies re: ownership & protection of IP assets, licensing & selling/acquiring IP assets, and general business matters (outside general counsel)..
JC Duque
Member for 4 years
SVP, Wealth Advisor & Trust Officer
Broadway Bank
Call me when... You require all-inclusive wealth planning and investment management before and after an exit. My goal is to simplify my clients’ wealth planning, and investments complexity by providing organization, objectivity, education, and partnership.
Rob Jablonski
Member for 4 years
President
RECHARGE Consulting
Call me when... The business needs to accelerate their revenue growth, present documented processes and gain new profitable clients.
Brett Donahoo
Member for 4 years
Vice President
Marsh
Call me when... You want to know how your current insurance programs (P&C, Benefits, & Retirement) will affect the sale of your business or when buying a company and need insurance due diligence or Rep & Warranty Insurance.
Derek Ripp
Member for 3 years
Partner
Austin Wealth Management
Call me when... Business owners seeking holistic financial planning & wealth advisory
Jana Minifie
Member for 3 years
Partner
Minifie LLC
Call me when...
I provide certified business valuations/consulting for private companies with founders exiting (divorce, death, buyout, or sale). Expert in IP startups. 100+ cases assure accurate valuations. Let me help.
Michelle Sledz
Member for 3 years
Business Performance Advisor
Insperity
Call me when... your company is poised for growth and needs a proven PEO partner that serves as a scalable growth infrastructure, delivering expertise across HR/Payroll/Benefits/Culture Dev to accelerate revenue growth & optimize operations for long-term expansion.
Hi Roberts
Member for 3 years
Associate Portfolio Manager
Brown Advisory
Call me when... A business owner or investor in a business is having a liquidity event and needs help thinking through how to achieve long-term financial goals after an exit.
