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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Steven Migala
Member for 5 years
Shareholder
Lavelle Law, Ltd.
Call me when... You have a legal need regarding general corporate, commercial lending, M&A and estate/succession planning matters.
Nancy Fallon-Houle
Member for 8 years
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.
Jim Houlihan
Member for 4 years
President
Diamond Growth Partners, LLC.
Call me when... You need an affordable and custom approach to stabilizing, scaling, or growing a business. Or to turnaround or prepare a business for sale. Experience as CEO, CFO, COO, & Head of Marketing & Sales.
Margaret Griffin
Member for 4 years
Executive Vice President, Chief Lending Officer
Somercor 504
Call me when... Financing is needed for small business owners - SBA 7(a) and SBA 504 programs
Chris Webb
New Member
President
Webb Insurance Group
Call me when... Companies have an insurance or executive benefit need
Ryan Anderson
New Member
Financial Advisor
Morgan Stanley
Call me when... you have questions about what is possible and what is probable for your future goals, dream and legacy expectations.
Matthew Parker
Member for 6 years
Banker
JP Morgan Private Bank
Call me when... You need solutions to complex financial problems. I specialize in pre- and post-transaction wealth planning. Focused on a goals-based approach.
Christen Plotkin
Member for 4 years
Financial Advisor
UBS Financial Services Inc.
Call me when... you need more than an advisor. Call me when you need leader who will help bridge the gap between what you think is possible and what is actually possible.
Srbo Radisavljevic
Member for 1 year
Partner
Aprio Wealth Management
Call me when... Helping my clients achieve financial peace of mind.
David Bogetz
Member for 1 year
Managing Partner
Burnham Capital Partners
Call me when... Your clients need help making more money and increasing the equity value of their business.
Derek Zacarias
Member for 1 year
Director
DAK
Call me when... You are looking to maximize the value of your business by selling your company, making an acquisition or looking to maximize capital structure...
Peter Holton
Member for 8 years
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.
Jake Parentis
New Member
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.
Ann Kim
New Member
Financial Advisor
The ESOP Group at Morgan Stanley
Call me when... you are looking for liquidity from a private business, want to reward your employees and retain a legacy. I specialize in employee stock ownership plans (ESOPs), which is a flexible structure to buy your company.
Allen Kutchins
Member for 8 years
Certified Public Accountant
Aprio
Call me when... You need help in succession planning, estate planning, tax planning or any audit or accounting needs.
Chris Zdunich
Member for 4 years
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!
Michael Azzaro
Member for 5 years
Assistant Vice President - Commercial Banking
American Community Bank & Trust
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.
Lowell Mora
Member for 8 months
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
James Montesantos
Member for 2 years
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.
Jason Lersch
Member for 8 years
Investment Counselor
Capital Group
Call me when... 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.
Josh Huseman
Member for 3 years
Sr. Director, Business Owner Advisor
FNBO
Call me when... Business owners (generally family-owned) are ready to begin discussing a proactive process to transition their business.
Larry Gard
Member for 8 years
Consulting Psychologist
Done With Work Retirement Coaching and Consulting
Call me when... I provide brief pre-retirement coaching to help your clients transition to a satisfying next chapter. Please visit www.donewithwork.org
Evan Orman
Member for 1 year
Partner
Orman Williams LLP
Call me when... you want to chat about M&A or raising capital for startups and SaaS companies
Doug Marcheschi
Member for 2 years
Vice President/Director
Daniel & Henry Insurance and Risk Managment
Call me when... Insurance Broker and Risk Manager focusing on privately held emerging and middle market firms.
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