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

Tax Supervisor
Kutchins Robbins & Diamond

If you need tax assistance please reach out to me.

Financial Advisor
UBS Financial Services Inc.

You feel you have, or will have, complex financial needs but don't have a coordinated comprehensive approach to addressing those needs.

General Manager
Supporting Strategies|Chicago Far West Suburbs

A Financial Accounting (Bookkeeping thru Controller) needs to be improved.

Sr. Director, Business Owner Advisor
FNBO

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

Director Business Developmt Midwest
Trivest Partners

You are considering a control or non-control investment, exit, recap or growth capital.

Manager, Business Tax Services
RubinBrown LLP

Please call me anytime on my cell 2925-5677122

President
Matlin Financial Services

You need a financial projection of your retirement income to help make your money last as long as you do; or, you want a better 401(k) or retirement plan for your company.

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.

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.

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.

Wealth Advisor
UBS Financial Services

You feel you have, or will have, complex financial needs but don't have a coordinated comprehensive approach to addressing those needs.

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.

Senior Vice President - Wealth Management
UBS Financial Services, Inc.

You would like to explore forming a strategic partnership to help each other grow our practices and add significant value to your business owner clients.

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.

SBA Lending Specialist
Huntington National Bank

I can provide SBA financing to complete an acquisition or partner buyout.

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.

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

Shareholder
Lavelle Law, Ltd.

You have a legal need regarding general corporate, commercial lending, M&A and estate/succession planning matters.

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

AVP, Relationship Manager
Busey Bank

Call me for all of your Banking needs whether it be lending, depository, cash management, or wealth management.

Managing Partner
MW Supply Chain Services

Business Brokering for companies under $25M in sales

Managing Director
Literal North, LLC

Business owners are preparing their company for sale and are looking to uncover hidden opportunities and profit. If you are an investment bank, your Sellers will benefit by controlling the commercial due diligence process up front.

Wealth Advisor
Strategic Wealth Partners

To Mike the most gratifying part of helping people manage their wealth is bringing them a sense of control and confidence about the future.

President
SOGID Management Consultants, Inc.

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

Principal
ExecHQ

CEO ADVISOR & CONTRACT CFO, PROVIDING SOLUTIONS FOR BUSINESSES - HELPING STARTUP, SCALE, RESTRUCTURE AND/OR TRANSITION.

SVP - Business Banking Team Lead
Wintrust Financial

You have a client with loan and/or treasury management needs.

Executive Vice President, Chief Lending Officer
Somercor

Financing is needed for small business owners - SBA 7(a) and SBA 504 programs

Co-Founder & CFO
Moor's Brewing Company

There are networking opportunities

Director
RKG Consulting Group, Inc.

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.

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.

Consultant
Navigate

You have a client in need of additional finance and accounting bandwidth (QOE support, modeling, diligence)

Attorney
Kelleher + Holland, LLC

You need full service and economical representation in the areas of corporate and commercial business, mergers and acquisitions, commercial real estate and contracts law.

Vice President
North Coast Capital Advisors, Ltd.

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.

Attorney
Grogan Hesse & Uditsky, P.C.

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.

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.

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.

Audit & Assurance Supervisor
Kutchins, Robbins & Diamond, Ltd.

Please contact me if you are looking for any accounting and business advisory services from a professional CPA.

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!

Managing Director
Supporting Strategies | Northern Chicago

You need outsourced enterprise level accounting solutions to startups, small businesses, and nonprofits.

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.

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.

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.

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.

Part Time CFO / Consultant
Brace MCS

When you need a sounding board to test your strategy, goals and plans or to solve a sales trend, earnings or cash flow problem.

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.

Regional Sales Manager
Commercial Funding, Inc.

Your company, or a business you know of, needs working capital for any reason.

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.

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.

Principal/CFO
ProCFO Partners

A business needs a financial leader to increase the value of the company

Senior Managing Director
Bradford Allen Realty Services

You or your client has a question about an office space lease and is looking for guidance on a renewal, a relocation or to renegotiate your current lease.

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.

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.

SBA Business Development Officer
Huntington National Bank

You want to inquire about an SBA Loan (7a, 504, Express)

Business Performance Advisor
Insperity

HR Specialist- I help C suite exec's & small business owners grow their top line, mitigate risk and cut costs through human capital management

Founder
The Pepper Group, Inc.

You feel a professional marketing system would help to build value in a company. We are a full-service marketing communications firm helping B2B businesses leverage their brand, educate their audiences and engage prospects and clients.

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.

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.

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

President
Mart Partners

You have a business owner who is within a few years of selling their business or is ready to sell now.

Business Banker
Busey Bank
Wealth Advisor
UBS

We often work with really successful family-owned businesses who want a team with enough firepower to proactively handle their personal wealth planning.

President
May Law Firm, LLC

You want thorough and personalized legal representation related to the purchase, sale, or operation of a business in a timely manner.

Vice President-Sr.SBA Business Development Officer
First Internet Bank

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.

Certified Public Accountant
KRD, Ltd.

You need help in succession planning, estate planning, tax planning or any audit or accounting needs.

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.

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