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

    • Profession
    • Functional Expertise
    • Client Industries
    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.

    Managing Director
    CIBC Private Wealth Management

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

    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.

    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 Director
    Live Oak Valuation

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

    Pioneer Bank

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

    Echelon Advisors


    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.

    Collaborative Planning Group

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

    Texas Next Capital

    A business owner is evaluating selling his or her business.

    CEO, Fractional CFO

    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.

    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.


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

    Winstead PC

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

    Atchley & Associates, LLP

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

    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

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