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

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