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
Showing 36 members
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Allen P. Bertin
Member for 3 Years
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.
Brad Mayer
Member for 1 Year
Senior Private Client Advisor
Texas Capital Bank
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.
Michael Edwards
Member for 1 Year
President
Precision Financial Insights
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.
Eric C Boyce
Member for 1 Year
Chief Executive Officer
BKA Wealth Consulting, Inc.
Exit planning, valuation, buy-sell, retention/recruitment programs, executive compensation, benefits
Anna Talarico
New Member
Investment Banker
Young America Capital
You are looking to raise capital, sell your company/buy a company
Brett A. Donahoo
New Member
Vice President
Marsh
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.
Jay Mezera
Member for 3 Years
Partner
Atchley & Associates, LLP
You have questions about Federal or state tax planning or compliance, business valuations, entity structuring or mergers and acquisitions.
Robert Jablonski
New Member
President
Recharge Consulting
The business needs to deliver an immediate top line growth, present documented processes and gain new profitable clients.
Todd Burns
Member for 1 Year
Director of Business Development
BKCW
You are seeking Property and Casualty Insurance for High Net Worth individuals and businesses
Blair Morrison
Member for 3 Years
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.
Cristina Silingardi
New Member
VP
vcfo
When you need a speaker or panelist, and when you need strategic CFO and CHRO fractional services to help your company grow.
Mark Frazier
Member for 2 Years
Managing Director
CIBC Private Wealth Management
You have a need for holistic wealth planning and investment management before and after an exit.
Gregory J Kostiuk
New Member
Founder / President
StratEX Sales LLC
You want to increase the value of your company by growing revenue in an efficient and scalable way.
JC Duque
Member for 1 Year
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.
Abhi Mathews, CFA, CBV, AM
New Member
Managing Director
Minerva Valuations
Raising capital via private placements and valuations for estate planning, shareholder disputes, m&a and other litigation
Hi Roberts
New Member
Associate Portfolio Manager
Brown Advisory
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.
KRISTIN E ROBERTSON
New Member
President
Brio Leadership, an EOS Implementer Company
Business owners are frustrated with their people, profits, growth or control
Billy J. Murphy
Member for 1 Year
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.
Michelle Sledz
New Member
Business Performance Advisor
Insperity
You are looking to become the employer of choice by partnering with an exceptional Full Service HR, Payroll, Benefits, and Performance Management Solutions company to help drive top line growth and scalability for your growing company.
Vanessa McElwrath
Member for 2 Years
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.
Dan Leonard
Member for 2 Years
SVP
Sunflower Bank
Classically-trained commercial banker who will serve your clients the way you do - with purpose and passion
Albert A Carrion
Member for 1 Year
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)..
Samir Gulati
New Member
Managing Director
Gulati Consulting PC
Tax Credits - ERTC Employee Retention, R&D, Energy 179D
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