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.

Showing 81 Members
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Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
VP of Sales
Engage PEO
Call me when... 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 4 years
Laura Liss of Liss & Lamar, P.C. | FranLaw is a member of XPX Chicago
Laura Liss
M&A and Franchise 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 5 years
Lowell Mora
CEO/CFO
Impact CFO, LLC
Call me when... Lowell Mora, President of Impact CFO, brings a wealth of expertise in leading small to mid-sized businesses. His extensive experience spans both family-owned and private equity-owned companies, making him a versatile and strategic advisor to CEOs. L
New Member
Tim Obendorf of Steward Advisors, LLC is a member of XPX Chicago
Tim Obendorf
Founder & Wealth Manager
Steward Advisors, LLC
Call me when... a client is struggling to understand how to convert the value of their business into an income stream in retirement.
Member for 6 years
Nick Niemi
Associate Advisor
Sebold Capital Management
Call me when... During buisness hours
New Member
Marc Bartolini of Entre Commercial Realty LLC is a member of XPX Chicago
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 2 years
George Stephen of Supporting Strategies | Northern Chicago is a member of XPX Chicago
George Stephen
Managing Director
Supporting Strategies | Northern Chicago
Call me when... you need outsourced enterprise level accounting solutions to startups, small businesses, and nonprofits.
Member for 4 years
Mark Gross of CSSI Inc. (Cost Segregation Services Inc.) is a member of XPX Chicago
Mark Gross
National Account Executive
CSSI Services, LLC
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 6 years
Germaine Harris of BMO is a member of XPX Chicago
Germaine Harris
Director, Private Wealth Advisor
BMO
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 4 years
Paul Pappageorge of Ashland Capital Advisors LLC is a member of XPX Chicago
Paul Pappageorge
Managing Principal
Ashland Capital Advisors LLC
Call me when... you are thinking it is time to plan an exit and/or actually selling the business.
Member for 5 years
Peter Cooper of B10 Capital is a member of XPX Chicago
Peter Cooper
Director, Professional Services
B10 Energy
Call me when... You, your clients or contacts have passive and/or C-Corp annual income tax liabilities in excess of $400K annually for a complimentary analysis of the tax impact from the purchase of discounted Renewable Energy Tax Credits.
Member for 2 years
Kevin Daugherty
Wealth Advisor
UBS Financial Services
Call me when... you feel you have, or will have, complex financial needs but don't have a coordinated comprehensive approach to addressing those needs.
Member for 5 years
Andrew Cameron
President
SOGID Management Consultants, Inc.
Call me when... Someone needs operational improvement, sales management consulting, financial management, debt and equity sourcing, M&A advisory services as well as turnaround and distressed asset management work
Member for 2 years
Noeli Serna of Serna Legal Services is a member of XPX Chicago
Noeli Serna
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.
Member for 6 months
John Jones of John P. Jones, Inc. is a member of XPX Chicago
John Jones
Mr.
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 2 years
Jeffrey Schulz
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.
Member for 3 years
Elliot Hershik of Supporting Strategies|Chicago Far West Suburbs is a member of XPX Chicago
Elliot Hershik
General Manager
Supporting Strategies|Chicago Far West Suburbs
Call me when... The Financial Accounting (Bookkeeping thru Controller) of your organization needs to be improved and you want more clarity.
Member for 4 years
Srbo Radisavljevic
Partner
Aprio Wealth Management
Call me when... Helping my clients achieve financial peace of mind.
Member for 1 year
Jake Parentis of Kelleher + Holland, LLC is a member of XPX Chicago
Jake Parentis
Associate Attorney
Kelleher + Holland, LLC
Call me when... you need reliable legal guidance on mergers and acquisitions, including contract drafting, negotiation, and comprehensive due diligence to drive a seamless and efficient transaction process.
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 8 years
Jonathan Fox of Kelleher + Holland, LLC is a member of XPX Chicago
Jonathan Fox
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.
Member for 3 years
Eric Holder
Wealth Advisor
AllianceBernstein
Call me when... you need pre-transaction planning expertise
New Member
Max Kopytko of KRD, Ltd. is a member of XPX Chicago
Max Kopytko
Audit & Assurance Manager
KRD, Ltd.
Call me when... Please contact me if you are looking for any accounting and business advisory services from a professional CPA.
Member for 6 years
Mark O'Brien of Value Growth Partners, LTD. is a member of XPX Chicago
Mark O'Brien
Managing Director
Value Growth Partners, LTD.
Call me when... 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.
Member for 4 years

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