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 76 members
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Tim Obendorf
Member 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 Marcheschi
New Member
Vice President/Director
Daniel & Henry Insurance and Risk Managment
Insurance Broker and Risk Manager focusing on privately held emerging and middle market firms.
Laura Liss
Member 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 Parker
Member for 4 Years
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.
Peter Cooper
New Member
Regional Director - Midwest
B10 Capital
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 Hornstein
Member for 5 Years
Owner
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 Turek
Member for 1 Year
Managing Partner
MW Supply Chain Services
Business Brokering for companies under $25M in sales
Elliot L Hershik
Member for 2 Years
General Manager
Supporting Strategies|Chicago Far West Suburbs
A Financial Accounting (Bookkeeping thru Controller) needs to be improved.
Ejaz Syed
Member for 1 Year
SBA Lending Specialist
Huntington National Bank
I can provide SBA financing to complete an acquisition or partner buyout.
Carlos Sava
Member for 2 Years
Principal/CFO
ProCFO Partners
A business needs a financial leader to increase the value of the company
Beckie Hayes
Member for 6 Years
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.
Jason Luksis
New Member
Tax Manager
Kutchins, Robbins & Diamond, Ltd.
Call me when you have questions about the tax possibilities concerning a new venture or transaction.
Michael J Schodrof
New Member
Financial Advisor
UBS
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 Harris
Member 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'Brien
Member for 2 Years
Managing Director
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 Milkie
New Member
Managing Director
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 Lersch
Member for 6 Years
Investment Counselor
Capital Group
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. Holton
Member for 6 Years
Managing Director
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 Palys
Member 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 Anderson
Member 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-Houle
Member for 6 Years
Business Lawyer
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 Gard
Member for 6 Years
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
Jeffrey Schulz
Member for 1 Year
Principal
J. Krug
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 Cunningham
Member for 2 Years
Director Business Developmt Midwest
Trivest Partners
You are considering a control or non-control investment, exit, recap or growth capital.
Roger Osborn
Member for 1 Year
Manager, Business Tax Services
RubinBrown LLP
Please call me anytime on my cell 2925-5677122
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