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 82 Members
Margaret Griffin
Member for 4 years
Executive Vice President, Chief Lending Officer
Somercor 504
Call me when... Financing is needed for small business owners - SBA 7(a) and SBA 504 programs
Mike McCracken
Member for 4 years
SVP - Business Banking Team Lead
Wintrust Financial
Call me when... you have a client with loan and/or treasury management needs.
Evan Orman
Member for 1 year
Partner
Orman Williams LLP
Call me when... you want to chat about M&A or raising capital for startups and SaaS companies
Connor Roll
New Member
Vice President
J.P. Morgan Private Bank
Call me when... you need actionable, relevant advice in regards to pre-transaction situations, long-term investing, cash management, strategic financing, and trust & estate planning.
Jonathan Fox
Member for 4 years
Attorney
Kelleher + Holland, LLC
Call me when... You need full service and economical representation in the areas of corporate and commercial business, mergers and acquisitions, commercial real estate and contracts law.
Josh Huseman
Member for 3 years
Sr. Director, Business Owner Advisor
FNBO
Call me when... Business owners (generally family-owned) are ready to begin discussing a proactive process to transition their business.
Erik Schlesinger
Member for 7 months
CEO
Buiild Scale Prosper
Call me when...
you have a client looking to buy or sell a business. I help them maximize value, avoid common pitfalls, and ensure a deal that aligns with their financial and legacy goals.
Sean Sebold
Member for 10 months
Founder / CEO
Sebold Capital Management
Call me when... During buisness hours
Noeli Serna
Member for 1 year
Founding Attorney
Serna Legal Services
Call me when... I'm a Spanish-speaking corporate attorney specializing in guiding ambitious entrepreneurs through business growth, strategic business purchases and sales and complex contracts.
Ryan Anderson
Member for 11 months
Financial Advisor
Morgan Stanley
Call me when... you have questions about what is possible and what is probable for your future goals, dream and legacy expectations.
Jeffrey Schulz
Member for 4 years
Principal
J. Krug
Call me when... We work with business owners and leadership teams of privately held companies, in addition to placing and servicing our clients insurance programs we develop strategies to manage and fund the risks facing their business.
James Muraff
New Member
IP Attorney / Member
McDonald Hopkins LLC
Call me when... intellectual property issues arise - inventions, brand names, and technology matters - obtaining IP rights / litigating IP rights / deals and other transactions involving IP
Robert (Bob) Happ
Member for 2 years
Vice President of Sales
5-Point Solutions - Software & IT Services
Call me when...
Scaling Business, ERP, IT Services, Cybersecurity, Regulatory Compliance
Nancy Fallon-Houle
Member for 8 years
Business Lawyer
Velocity Law, LLC
Call me when... You are thinking of selling a business, buying a business, starting a business, or raising capital from investors for a business.
Lori Cunningham
Member for 5 years
Director Business Developmentt Midwest
Trivest Partners
Call me when... you are considering a control or non-control investment, exit, recap or growth capital.
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Beckie Hayes
Member for 8 years
Certified EOS Implementer, CEPA - Certified Exit Planning Advisor
EOS Worldwide
Call me when... you have a business owner interested in building enterprise value by implementing a proven system with practical tools that helps organizations clarify their vision, become more disciplined in executing their vision, and advance as a team.
Jason Lersch
Member for 8 years
Investment Counselor
Capital Group
Call me when... I work with clients and their trusted advisers to go through an integrated planning process which will help inform an appropriate investment strategy to accomplish stated goals and objectives.
Erin Manning
Member for 4 years
Consultant
Navigate
Call me when... You have a client in need of additional finance and accounting bandwidth (QOE support, modeling, diligence)
Jim Houlihan
Member for 5 years
President
Diamond Growth Partners, LLC.
Call me when... You need an affordable and custom approach to stabilizing, scaling, or growing a business. Or to turnaround or prepare a business for sale. Experience as CEO, CFO, COO, & Head of Marketing & Sales.
Frank Washelesky
Member for 9 years
Director
Ostrow Reisin Berk & Abrams, Ltd.
Call me when... You need someone on your team that can get into the details and also provide high level advise and counsel. Someone that will do what it takes to help the client be successful.
James Junker
Member for 7 years
Managing Director
Pilot Hill Advisors
Call me when... An owner needs to consider selling and could benefit from a look at an ESOP or sale to existing management to ensure continuity, liquidity and a flexible transition.
Allen Kutchins
Member for 8 years
Certified Public Accountant
Aprio
Call me when... You need help in succession planning, estate planning, tax planning or any audit or accounting needs.
Elliot Hershik
Member for 4 years
General Manager
DECO Accounting Services
Call me when...
The Financial Accounting (Bookkeeping thru Controller) of your organization needs to be improved and you want more clarity.
Fred Stephenson
Member for 8 years
Vice President
North Coast Capital Advisors, Ltd.
Call me when... We guide sellers and buyers through every facet of the transaction; from planning and enhancing operations pre-sale through the confidential marketing, negotiations and due diligence.
