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 76 members
Tim ObendorfMember for 4 Years
Founder & Wealth Manager
Steward Advisors, LLC
A client is struggling to understand how to convert the value of their business into an income stream in retirement.
Doug MarcheschiNew Member
Daniel & Henry Insurance and Risk Managment
Insurance Broker and Risk Manager focusing on privately held emerging and middle market firms.
Laura LissMember for 3 Years
Franchise & Corporate Attorney
Liss & Lamar, P.C. | FranLaw
Buying or selling their business, expansion through licensing or franchising, protecting their brand through trademarks, negotiate a lease, or generally has legal questions.
Matthew ParkerMember for 4 Years
JP Morgan Private Bank
You need solutions to complex financial problems. I specialize in pre- and post-transaction wealth planning. Focused on a goals-based approach.
Peter CooperNew Member
Regional Director - Midwest
Your income tax liabilities personally or in your business are too high. Our mission is to help high net worth individuals and businesses reduce their biggest expense TAXES.
Jeff HornsteinMember for 5 Years
The Hornstein Law Office, P.C.
You are ready to sell or buy a business or have a dispute to resolve with another business or your partner
Joseph TurekMember for 1 Year
MW Supply Chain Services
Business Brokering for companies under $25M in sales
Elliot L HershikMember for 2 Years
Supporting Strategies|Chicago Far West Suburbs
A Financial Accounting (Bookkeeping thru Controller) needs to be improved.
Ejaz SyedMember for 1 Year
SBA Lending Specialist
Huntington National Bank
I can provide SBA financing to complete an acquisition or partner buyout.
Carlos SavaMember for 2 Years
A business needs a financial leader to increase the value of the company
Beckie HayesMember for 6 Years
Professional EOS Implementer
Want to implement a complete proven system with simple practical tools that helps organizations clarify their vision, become more disciplined in executing their vision and advance as a team.
Jason LuksisNew Member
Kutchins, Robbins & Diamond, Ltd.
Call me when you have questions about the tax possibilities concerning a new venture or transaction.
Michael J SchodrofNew Member
You need someone with a wealth of experience in your advisory circle as a small business owner. I have 25 years of Financial Services experience. Through the platform at UBS, I have access to a boutique investment banking network to aid in a sale.
Tom HarrisMember for 1 Year
Regional Sales Manager
Commercial Funding, Inc.
Your company, or a business you know of, needs working capital for any reason.
Mark O'BrienMember for 2 Years
Value Growth Partners, LTD.
A business leader or owner is thinking about transitioning the management or ownership of a business. The best transitions start 5 years ahead of the actual transtion.
Jeff MilkieNew Member
Principal Alternative Credit - Direct Lending
We provide creative and customized structured debt solutions to support acquisitions, growth capital, refinancings, and recapitalizations (ownership transfers, distributions, etc.)
Jason LerschMember for 6 Years
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.
Peter J. HoltonMember for 6 Years
Caber Hill Advisors
Caber Hill Advisors is committed to working with business owners and CEO’s so they cansuccessfully fulfill their personal and professional legacies.
Raymond PalysMember for 6 Years
Founder and Managing Director
CoreStrata Management Consulting
You need to accelerate the growth, performance, and profitability of businesses in all life-stages and levels of performance.
Patti AndersonMember for 2 Years
Vice President-SBA Commercial Banker
First National Bank Small Business Finance
You have questions about SBA lending. Happy to talk to colleagues and clients that are either buying a business OR existing businesses looking for expansion capital at any stage of the business cycle.
Nancy Fallon-HouleMember for 6 Years
Velocity Law, LLC
You are thinking of selling a business, buying a business, starting a business, or raising capital from investors for a business.
Larry GardMember for 6 Years
1. A client feels unsure about retirement (or their next chapter) and could benefit from coaching to sort through the head and heart issues. 2. You would like a pre-retirement workshop. Please visit www.donewithwork.org
Jeffrey SchulzMember for 1 Year
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.
Lori A CunninghamMember for 2 Years
Director Business Developmt Midwest
You are considering a control or non-control investment, exit, recap or growth capital.
Roger OsbornMember for 1 Year
Manager, Business Tax Services
Please call me anytime on my cell 2925-5677122