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.

Member Directory

Managing Director
CIBC Private Wealth Management

You have a need for holistic wealth planning and investment management before and after an exit.

Managing Director
Live Oak Valuation

You need a business or equity valuation for corporate planning (409a/PPA/etc.), estate planning, or other purposes

Partner
Dwyer Murphy Calvert LLP

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.

Principal
Texas Next Capital

A business owner is evaluating selling his or her business.

Portfolio Manager
Brown Advisory

Please call me when you need investment management or wealth planning advice, including portfolio structure, asset allocation, manager selection, tax planning for selling a business.

Managing Partner
Bauer & Company

A company is considering an sale and needs to verify their accounting is accurate and reflects the reality of their business

Chief Executive Officer
BKA Wealth Consulting, Inc.

Exit planning, valuation, buy-sell, retention/recruitment programs, executive compensation, benefits

Managing Director
Westlake Securities

Working with a business owner who is considering selling their lower middle market company or is interested in growing inorganically through an acquisition.

Wealth Management Partner
ML&R Wealth Management

You need guidance on how to plan for your financial future as a result of a potential liquidity event.

Senior Wealth Advisor
Comercia Private Wealth Management

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.

CEO
www.authimpact.com

As a Certified EOS Implementer™, I help leadership teams of growth-oriented companies gain traction so that they systematically and permanently improve.

Partner
Atchley & Associates, LLP

You have questions about Federal or state tax planning or compliance, business valuations, entity structuring or mergers and acquisitions.

President
Precision Bookkeeping

Businesses require customized financial record keeping and controller services. We spend time upfront to understand our clients requirements and customize a plan to meet their business goals.

Attorney
Winstead PC

Estate and business planning, taxation and estate and trust administration for high net worth individuals, executives and business owners.

CEO
Echelon Advisors

Anytime

Retired
Retired

Retired

Partner
Bauer & Company, LLC

You need any audit or consulting services

CEO, Fractional CFO
AutoCFO

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.

Principal
Advanced Benefit Solutions

Clients have needs to be addressed in an exit plan that involve life insurance.

SVP
Pioneer Bank

Classicly-trained commercial banker who will serve your clients the way you do - with purpose and passion

SVP, Wealth Advisor & Trust Officer
Broadway Bank

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.

Partner
Richards, Rodriguez & Skeith, LLP

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)..

Valuation Sr. Manager
Weaver

Valuation needs arise for book, tax, pre-/post-transaction, or estate planning purposes.

Principal
Branscomb Law

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.

Director of Business Development
BKCW

You are seeking Property and Casualty Insurance for High Net Worth individuals and businesses

President
Clear Direction Sales Development

You want to scale your business and exit *Right People; Right Seats is a question *Your revenue stalled or declined* To elevate your sales team good to great* Sales team is underperforming* In growth mode and need to build or expand your sales team

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