XPX Chicago
Members

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 72 members
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James Junker of Pilot Hill Advisors is a member of XPX Chicago
James Junker
Managing Director
Pilot Hill Advisors
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.
Member for 5 Years
James Van Ham, CFP, CLU, ChFC of Van Ham and Tan Financial is a member of XPX Chicago
James J. Van Ham, CFP, CLU, ChFC
Owner
Van Ham and Tan Financial
You need an Independent Advisor who is a Certified Financial Planner and a proven "Tax Diversification Specialist" with over 40 years of experience with business owners and high net-worth individuals
Member for 5 Years
Tim Carroll of Busey Bank is a member of XPX Chicago
Tim Carroll
AVP, Relationship Manager
Busey Bank
Call me for all of your Banking needs whether it be lending, depository, cash management, or wealth management.
Member for 3 Years
Carlos Sava
Principal/CFO
ProCFO Partners
A business needs a financial leader to increase the value of the company
Member for 1 Year
Arlene Martin
Vice President
Huntington Bank
Your business experiences growth and expansion that requires access to capital. SBA lending offers a variety of terms that are flexible and support the growing needs of businesses.
Member for 1 Year
Larry Gard of Hamilton-Chase Consulting is a member of XPX Chicago
Larry Gard
Consulting Psychologist
Hamilton-Chase Consulting
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
Member for 6 Years
Anthony Mulé of Valbridge Property Advisors - Chicago Metro is a member of XPX Chicago
Anthony S. Mulé
Managing Director and Principal
Valbridge Property Advisors - Chicago Metro
There is a need for a credible commercial real property appraisal or valuation service. We provide an array of commercial property valuation services.
Member for 2 Years
Nicole Ross of Literal North, LLC is a member of XPX Chicago
Nicole Lev Ross
Managing Director
Literal North, LLC
Your C-Suite wants to grow top-line revenue and you are ready to listen to candid feedback from your customers. You are 1-2 years from selling your B2B business or are under LOI to buy a business.
Member for 2 Years
Matthew Parker of JP Morgan Private Bank is a member of XPX Chicago
Matthew Parker
Banker
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.
Member for 4 Years
Brad Mart of Mart Partners is a member of XPX Chicago
Brad Mart
President
Mart Partners
You know a business owner who is interested in buying or selling a company now or in the next 5 years.
Member for 2 Years
Marc Bartolini
Commercial Real Estate Broker
Entre Commercial Realty LLC
There are any needs or questions in regards to commercial real estate. I'm happy to help in any way I can.
New Member
James Robbs of Sassetti is a member of XPX Chicago
James Robbs
Partner
Sassetti
You need to prepare for business transition, have tax issues or need independent financial statements. We also have access to a full array of advisory services.
Member for 6 Years
Lori A Cunningham
Director Business Developmt Midwest
Trivest Partners
You are considering a control or non-control investment, exit, recap or growth capital.
Member for 2 Years
MARTY BRACCO of Tandem HR is a member of XPX Chicago
MARTY BRACCO
Business Development Consultant
Tandem HR
A business owner says: “I can’t get my arms around employee healthcare costs”, “ I can’t find and keep good people”, or “I need to take better care of my people”. We become the HR department for SMB CEO's and help increase business value.
New Member
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
SBA Lending Specialist
Huntington National Bank
I can provide SBA financing to complete an acquisition or partner buyout.
Member for 1 Year
Mike Lindert of Sales Xceleration is a member of XPX Chicago
Mike Lindert
Fractional CSO
Sales Xceleration
CEO ADVISOR & FRACTIONAL CSO, PROVIDING SALES SOLUTIONS FOR B2B BUSINESSES. Top Line Revenue Growth, Sales Strategy, Sales Structure, Sales Assessments, Sales Staffing, Resource Optimization, On-Site Sales Leadership.
Member for 1 Year
Rick Tkaczyk of Century Sales Solutions, LLC is a member of XPX Chicago
Rick Tkaczyk
President
Century Sales Solutions, LLC
I help small to mid-size businesses put get their revenue generation back on track by building a solid sales infrastructure that addresses strategy, processes and execution creating a path to sustainable sales growth.
Member for 1 Year
Mark Gross of CSSI Inc. (Cost Segregation Services Inc.) is a member of XPX Chicago
Mark Gross
National Account Executive
CSSI Inc. (Cost Segregation Services Inc.)
We generate substantial cash flow for commercial property owners by accelerating depreciation with quality, affordable, engineering-based tax analysis studies reducing IRS taxes.
Member for 4 Years
Beckie Hayes of EOS Worldwide is a member of XPX Chicago
Beckie Hayes
Professional EOS Implementer
EOS Worldwide
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.
Member for 5 Years
Joel Goldberg of G2G Strategies is a member of XPX Chicago
Joel C Goldberg
Principal
G2G Strategies
You or your company needs to explore options on selling or prior to retirement planning. Goldberg Heinze specializes in manufacturing companies, metalworking, companies up to $25M in revenue.
Member for 3 Years
Germaine Harris of BMO is a member of XPX Chicago
Germaine Harris
Director, Private Wealth Advisor
BMO
You need the help of a team of experts to address complex planning issues around: Business transition, Wealth transfer, Sophisticated income and tax planning. My team consists of a Private Banker, Wealth Planner, and a Trust professional.
Member for 2 Years
Frank Washelesky of Ostrow Reisin Berk & Abrams, Ltd. is a member of XPX Chicago
Frank L Washelesky
Director
Ostrow Reisin Berk & Abrams, Ltd.
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.
Member for 6 Years
Allen Kutchins
Certified Public Accountant
KRD, Ltd.
You need help in succession planning, estate planning, tax planning or any audit or accounting needs.
Member for 5 Years
Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
VP of Sales
Engage PEO
A business has a "getting better" agenda and needs to contain costs on health insurance, reduce employment risk, offload administrative duties and become a better place to work!
Member for 2 Years
Kevin King of Merrill Lynch is a member of XPX Chicago
Kevin T King
Financial Advisor
Merrill Lynch
You are looking for a Financial Advisor that is part of a team that has over 100 years of experience and has the ability to utilize both the expertise of Merrill Lynch and Bank of America
Member for 4 Years

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