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 77 members
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Elliot Hershik of Supporting Strategies|Chicago Far West Suburbs is a member of XPX Chicago
Elliot L Hershik
General Manager
Supporting Strategies|Chicago Far West Suburbs

Call Me When... a Financial Accounting (Bookkeeping thru Controller) needs to be improved.

Member for 2 Years
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.)

Call Me When... 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 5 Years
Peter Holton of Caber Hill Advisors is a member of XPX Chicago
Peter J. Holton
Managing Director
Caber Hill Advisors

Call Me When... Caber Hill Advisors is committed to working with business owners and CEO’s so they cansuccessfully fulfill their personal and professional legacies.

Member for 7 Years
Bob Haney of Grogan Hesse & Uditsky, P.C. is a member of XPX Chicago
Bob Haney
Grogan Hesse & Uditsky, P.C.

Call Me When... you have any question or issue, regardless of whether you think it's a legal question. If I don't know the answer, I can connect you with somebody who does.

Member for 3 Years
Marc Bartolini
Commercial Real Estate Broker
Entre Commercial Realty LLC

Call Me When... There are any needs or questions in regards to commercial real estate. I'm happy to help in any way I can.

Member for 1 Year
Seth Deutsch
Managing Member
Samson Operating Partners

Call Me When... you are preparing to take a company through a transformation in order to position it as a platform or add on for PE investors.

New Member
Frank Washelesky of Ostrow Reisin Berk & Abrams, Ltd. is a member of XPX Chicago
Frank L Washelesky
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.

Member for 7 Years
Michael Azzaro of American Community Bank & Trust is a member of XPX Chicago
Michael Azzaro
Assistant Vice President - Commercial Banking
American Community Bank & Trust

Call Me When... Call me when a business owner you know is feeling anxious or frustrated that they do not have access to the capital needed to run and grow their business.

Member for 3 Years
Robert Greisman of RKG Consulting Group, Inc. is a member of XPX Chicago
Robert S. Greisman
RKG Consulting Group, Inc.

Call Me When... You have a business owner client needing help finding and fixing problems standing in the way of achieving greater success. I find and fix problems in business systems and processes.

Member for 7 Years
Mark Gaffin of SLS Capital Advisors & The Gaffin Group is a member of XPX Maryland
Mark Gaffin
Managing Partner
SLS Capital Advisors & The Gaffin Group

Call Me When... in need of robust, strategy-linked organic and inorganic growth opportunities - end to end M&A from search to screen, from structuring to close, to post-merger integration.

Member for 9 Years
Raymond Palys of CoreStrata Management Consulting is a member of XPX Chicago
Raymond Palys
Founder and Managing Director
CoreStrata Management Consulting

Call Me When... You need to accelerate the growth, performance, and profitability of businesses in all life-stages and levels of performance.

Member for 7 Years
Kevin King of Merrill Lynch is a member of XPX Chicago
Kevin T King
Financial Advisor
Merrill Lynch

Call Me When... 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 5 Years
John Jones of John P. Jones, Inc. is a member of XPX Chicago
John P Jones
John P. Jones, Inc.

Call Me When... You, your business or your acquaintances are threatened by IRS or state collection activities for unpaid taxes

Member for 1 Year
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
Laura Liss
Franchise & Corporate Attorney
Liss & Lamar, P.C. | FranLaw

Call Me When... Buying or selling their business, expansion through licensing or franchising, protecting their brand through trademarks, negotiate a lease, or generally has legal questions.

Member for 4 Years
Michael J Schodrof
Financial Advisor

Call Me When... 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.

New Member
Fred Stephenson
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.

Member for 6 Years
James Montesantos of Joseph James Business Advisors LLC is a member of XPX Chicago
James Montesantos
Broker / Advisor
Joseph James Business Advisors LLC

Call Me When... Your Expert and Reliable Partner for Merging, Selling and Valuing Closely Held Manufacturing and Related Services Corporations. Business Brokering for companies under $25M in sales.

New Member
Paul Pappageorge of Ashland Capital Advisors LLC is a member of XPX Chicago
Paul Pappageorge
Managing Principal
Ashland Capital Advisors LLC

Call Me When... Call me when you are thinking it is time to plan an exit and/or actually selling the business.

Member for 4 Years
Joel Goldberg of G2G Strategies is a member of XPX Chicago
Joel C Goldberg
G2G Strategies

Call Me When... 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
Robert "Bob" F. Happ
Director, Sales Development
5-Point Solutions - Software & IT Services

Call Me When... Scaling Business, ERP, IT Services, Cybersecurity, Regulatory Compliance

New Member
Jeff Milkie
Managing Director
Principal Alternative Credit - Direct Lending

Call Me When... We provide creative and customized structured debt solutions to support acquisitions, growth capital, refinancings, and recapitalizations (ownership transfers, distributions, etc.)

New Member
Nancy Fallon-Houle of Velocity Law, LLC is a member of XPX Chicago
Nancy Fallon-Houle
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.

Member for 6 Years
Josh Huseman
Sr. Director, Business Owner Advisor

Call Me When... Business owners (generally family-owned) are ready to begin discussing a proactive process to transition their business.

Member for 2 Years
Eli Everett of Goldman Sachs is a member of XPX Chicago
Eli Everett
Goldman Sachs

Call Me When... N/A

Member for 1 Year
Germaine Harris of BMO is a member of XPX Chicago
Germaine Harris
Director, Private Wealth Advisor

Call Me When... 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 3 Years

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