New & Upcoming

XPX Community Exchange

New People. New Ideas. XPX is Always Growing to Help You – and Your Clients

Welcome to our Community Exchange! It’s designed to give you to get a quick snapshot of all the great new members, content and events at XPX across our network. Please explore and click through to learn more about our members and benefit from the knowledge they share with the community. If you don’t want to miss this valuable update, subscribe to our monthly email digest.

Member Renewals

Recent Renewals By 5+ Year XPX Members!

    • Profession
    • Functional Expertise
    • Client Industries
    Partner
    PKF O'Connor Davies LLP

    You or a business you know needs assistance with due diligence, tax or succession planning, an M&A transaction, or audit and accounting services.

    Attorney
    Davis Agnor Rapaport & Skalny

    "If you are starting a business, own a business, or are looking to sell a business; I enjoy working with clients in all phases of their business life, from start-up through acquisition."

    New Members

    Welcome Our New Members

    Mr.
    TP4

    A business owner needs a fractional (part time) finance or accounting professional

    Managing Member
    McCloskey Law PLLC

    Business attorney whose practice includes corporate formation, early-stage securities transactions and M&A.

    Mr.
    Stony Hill Advisors

    Daytime

    Greg Romero of Romero Solutions Group is a member of XPX Greater Boston
    Founder & Principal
    Romero Solutions Group

    Your family business needs tailored management consulting. My firm specializes in helping small- to mid-sized family businesses problem solve and create value across strategy, business operations and the "family dynamic."

    Managing Associate
    Drucker & Scaccetti

    Selling a Business

    Tax Associate
    Drucker & Scaccetti

    Tax Preparation and M&A work

    Partner
    Cole Schotz P.C.

    I can assist in minimizing state and federal income taxes on sales of businesses, minimizing estate taxes and preparing associated trusts and other estate planning documents necessary to achieve tax and non-tax objectives.

    Managing Director
    South Highland Ventures LLC

    You need an experienced lead VC/PE investor, a M&A advisor specialist, or discreet C-level operational support.

    Managing Partner
    MBA Growth Partners

    You need business or legal consultation

    Certified Business Performance Advisor
    Insperity

    Human Capital Needs and Cost Containment/Outsourced HR

    Michael Case of M.A.Case & Associates, Northwestern Mutual is a member of XPX Maryland
    Financial Advisor
    M.A.Case & Associates, Northwestern Mutual

    Your clients have financial planning questions, specifically around life insurance and/or wealth management. We focus on insuring and incentivizing key people.

    Manager
    Snyder Cohn, PC

    You need accounting, tax or related consulting services for your startup or emerging technology company

    Financial Planner
    US Wealth Management

    You are in need of a holistic financial plan incorporating all of the moving parts of your life, personal, business, estate, tax and investments.

    Jeffrey Peisach of First National Bank . Small Business Finance is a member of XPX Maryland
    Vice President
    First National Bank . Small Business Finance

    SBA Financing . For Business Acquisitions . Expansions . Debt Restructuring . Equipment

    David Jones of Sales To Innovation, LLC is a member of XPX Ohio
    President
    Sales To Innovation, LLC

    Your small business needs help managing sales performance.

    Brent Stromwall of Odigos, LLC is a member of XPX Atlanta
    CEO
    Odigos, LLC

    The owner is overwhelmed in the day-to-day and wants to transition the leadership of the business.

    President
    First United Bank

    I build trusted business relationships to help entrepreneurs grow their businesses

    Managing Partner
    Initiating Protection Law Group LLC

    You are concerned that your client is has not perfected rights in its brand(s)

    Alecia Belt of Expense Reduction Analysts is a member of XPX Charlotte
    Principal Consultant
    Expense Reduction Analysts

    You need additional profits for your bottom line in your indirect spend by optimizing your supply base.

    Investor
    Clover Capital

    Clients need capital to fund, grow, or sustain their business.

    Rick Tkaczyk of  is a member of XPX
    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.

    Founder & CEO
    U S Wealth Management

    You want a complete financial plan encompassing all of the moving parts (estate, investments, taxes, insurance, family legacy planning, business planning).

    Partner
    KLR

    You need help reducing or evaluating your business taxes.

    CEO
    Mobius Financial Advisors

    You want high level expertese using life insurance in business and estate planning situations

    Ken Nixon of Expense Reduction Analysts is a member of XPX Tri-State
    Consultant
    Expense Reduction Analysts

    Organizations need to save money and time so they can better pursue their mission and goals

    Partner
    Scheef & Stone, LLP

    Someone needs legal guidance on the business sale process, in the planning stage or at any time along the sale cycle

    SBA Business Development Officer
    Huntington National Bank

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

    Owner
    West Chester Insurance

    Your business is looking to recruit, retain, reward, or retire your team members

    CEO
    Wisdom to Wealth

    I work with business owners that struggle and help then with liquidity, earning a better lifestyle and working to ensure a legacy

    New Posts in The XPX

    Knowledge Exchange

    Owner's Academy & Advisor Exchange

    Join The Community

    Want to Know More?

    XPX is a multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. Our members have specific areas of expertise as well as a holistic understanding of the breadth of challenges an owner faces throughout the stages of the private company life cycle.

    We are unique in that we are the only open advisor network in the private company/business value transfer market. This means that we do not advocate a single approach or vendor. Instead, we endeavor to be a place where all advisors, owners and vendors can interact and collaborate.  Each XPX Chapter is a locally-controlled non-profit organized by national and regional leaders in the private company market. 

    XPX Community Exchange

    Learn More About Our Community

    Welcome to our Community Exchange! It’s designed to give you to get a quick snapshot of all the great new members, content and events at XPX across our network. Please explore and click through to learn more about our members and benefit from the knowledge they share with the community. If you don’t want to miss this valuable update, subscribe to our monthly email digest.

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