XPX Dallas
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

President
Risch Results

We help leaders find the right talent for their growing organizations every single time, with custom talent searches.

CEO
Final Ascent LLC

A middle-market business owner would like to sell their company in 12 to 24 months, and they're not prepared to go to market.

Business Development Director
Perkins Coie

You need legal counsel on exit strategy as well negotiating the best deal terms. We also maintain relationships with many PE funds across the country.

Chaos Eradicating Officer (CEO)
Beyond the Chaos, LLC

You need to be freed from the day-to-day of your business operations.

Sr. Wealth Strategist - Certified Exit Planning Advisor
The Northern Trust

You have a business owner client that expresses an interest in de-risking their position in their company or could use help with succession planning.

M&A Attorney
Hajjar Peters, LLP

You need an attorney to help you buy, sell or reorganize a company.

Founder & Principal
National Business Valuation Services, Inc. and National Transaction Advisors, Inc.

Business Valuation & Machinery & Equipment Appraiser and Investment Banker

Founder
360 Consulting

Sales growth, sales training, sales hiring, outsourced sales leadership

Partner
Bradley LP

My practice focuses on Business Divorce matters. Call me when your clients have conflicts with their business partners, or when they are seeking to create a Buy-Sell agreement or other corporate pre-nup (partner exit plan).

Senior Vice President
First United Bank

You need any commercial banking services from any commercial loan product to cash management services.

President
Olimyam Partners LLC

You want to learn value building using technology and flawless execution of digital transformation strategies

Founder
New Life CFO Services, LLC.

Companies are in need of radically improving this EBITDA and Performance in preparation for a great exit.

Equity Partner
Bradley

Someone needs a solution focused business lawyer, particularly regarding M&A, capital raising, employment dispute, business dispute.

Director Business Development
Adams Keegan

Boutique HR outsourcing for middle market companies including payroll, HR, benefits, COVID policy

Managing Director
Lazear Capital Partners

Want information on how ESOPs/Employee-Ownership structures work as a succession plan for clients

President
Talent Suite LLC

You have a client with people problems (hiring, performance issues, leadership development)

Counsel
Coats Rose

I am an M&A and securities attorney. Please call me if you are undertaking a securities offering and need securities counsel. Please call me if you want to position your company in advance of an exit and need a professional to coordinate

Managing Director
CFA Dallas

A Business Owner is looking to sell all or part of the business, or seeking a financial partner. .

President
Sandene Strategies, LLC

Business owners deserve a 360-degree approach to their exit planning. This includes the business owner's personal financial planning and post-exit wealth management.

Director
Profit Inc

Call or text (214) 202-8939 for any matter - meetings, events, coordination, etc. Profit Inc HQ is in Fort Worth, but I live/work from Frisco TX.

Managing Partner
Clavis Capital Partners

Operationally oriented private investment firm

Comprehensive Wealth Management
Abmeyer Wealth Management

Clients have liquidity events and are looking for planning and investment advice.

Advisor
RMS Advisory Group

A business owner would like to discuss exit options, prepare for an exit, or sell their business

Principal / Advisor
CIO Suite

Technology is hindering your business and you don't know what to do.

Principal
Block & McNeill

You need to start a new business, sell a business or have a contract reviewed or prepared

Managing Director
CFGI

Business owner needs assistance with acquiring or selling his or her business.

Partner
Shackelford Bowen McKinley & Norton LLP

Business Formation & Transactions | Business Succession Planning | Wills, Trusts & Estates | Probate Administration

CEO
Mobius Financial Advisors

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

Partner
360 Consulting

Small tyo Medium companies need help growing their sales numbers

Founder/Broker
REATA Commercial Realty, Inc.

A company has a lease expiring, needs to expand or contract, or wants to evaluate buying versus leasing

Vice President
Live Oak Bank

You are seeking financing to buy our sell a business.

Managing Director
Seale Wealth Management of Raymond James

A business owner wants to optimize and tax mitigate their transaction while implementing a financial plan for their next act in life. Also for introductions to Raymond James Investment Bank and lower middle market partner banks

CEO
4impactdata

There is a small-medium sized owner/business who needs to get their analytics house cleanup and exit ready

Executive Coach
System & Soul

No matter how successful your business is, one of two things will happen to your organization. You're either going to experience growth so great it will outstrip your control or you will hit a ceiling you can't breakthrough.

Principal Consultant
Expense Reduction Analysts

An owner or c-suite contact has revenue of >$10M, has done what they can on expenses but want to find more cash flow to fund projects or prep for exit but lack the knowledge or staff to find it.

CEO
C-Suite Support Inc.

Client needs to prepare for sale, needs funding, needs financials ready for quality of earnings

Senior Vice President
Bulkley Capital, LP

A business owner wants to understand his or her liquidity options and is interested in a targeted and confidential process to maximize shareholder value.

CMO
Chief Outsiders

A CEO is frustrated that growth has stalled and is unclear how their sales and marketing efforts are performing

Partner, Transaction Advisory Services
Baker Tilly US

Financial Due Diligence (buy side & sell side transactions)

Client Strategist - Business Advisory
BNY Mellon Wealth Management

Anytime

Founder
EC Endeavors LLC

Seeking capital to invest in privately-owned businesses

Managing Director
Telos Capital Advisors, LLC

Companies want to sell or raise capital

Partner
Northaven Capital Partners

Anytime

Market Development Director
4Impact Data

You or your client needs affordable access to impactful data to help them prepare for business transition or need key insights into financial and operational business metrics

CEO
Louder Co.

You'd like to see more profits through Artificial Intelligence and Better Operations

Senior Vice President
Frost Bank

There is evidence of a need for financial/banking/risk mitigation strategic or tactical advice

Partner
The Macro Advisors

When a business owner needs life insurance planning, selective / non-qualified plans, golden handcuffs, key-person insurance, and buy-sell funding

Certified Business Performance Advisor
Insperity

You want to attract, retain, and maintain top level talent. You are looking for help with risk mitigation, or you value the bottom line increase that comes with long term cost containment.

Attorney at Law
Sawko & Burroughs, P.C.

We assist small to medium sized businesses and provide full service.

Managing Partner
Stillwater Creek Advisors

Seeking technologies and solutions to address pain points

Director of Business Development
Lane Gorman Trubitt

You need an CPA firm resource for your accounting needs!

Agency Managing Director of Business & Estate Planning
Bluecrest FA

A business requires risk management, planning, recruiting/retention or financial planning

Founding Sponsors

Annual Sponsors