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.
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Jon Rice
Member for 3 years
CMO
Chief Outsiders
Call me when... a CEO is frustrated that growth has stalled and is unclear how their sales and marketing efforts are performing
Keren Shamay
Member for 3 years
Certified Business Performance Advisor
Insperity
Call me when... 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.
Joe Ruzicka
Member for 3 years
Director Business Development
Adams Keegan
Call me when... Boutique HR outsourcing for middle market companies including payroll, HR, benefits, COVID policy
Mindy Passmore
Member for 2 years
Founder
Maximum Possibilities LLC
Call me when... you would like to sell or buy a business
Eric Eager
Member for 2 years
CEO
4impactdata
Call me when... There is a small-medium sized owner/business who needs to get their analytics house cleanup and exit ready
Chris Goade
Member for 3 years
Founder
360 Consulting
Call me when... Sales growth, sales training, sales hiring, outsourced sales leadership
Jen Colby
Member for 2 years
Wealth Advisor
Bernstein
Call me when... an owner is on the fence with their offers. Bernstein can model their lifestyle goals to show how those offers will fit their desires and needs.
Jolene Risch
Member for 3 years
President
Risch Results
Call me when... We help leaders find the right talent for their growing organizations every single time, with custom talent searches.
Kevin Woltjen
Member for 3 years
Equity Partner
Nelson Mullins
Call me when... Someone needs a solution focused business lawyer, particularly regarding M&A, capital raising, employment dispute, business dispute.
Mark Avery
Member for 2 years
M&A Attorney
Hajjar Peters, LLP
Call me when... You need an attorney to help you buy, sell or reorganize a company.
Ryan Gardner
Member for 2 years
Member and Manager
Gardner Firm PLLC
Call me when... Business structuring, as well as buying and selling companies
Paula Feinberg
Member for 1 year
Wealth Manager/Senior Vice President
GranVida Wealth at Steward Partners
Call me when... someone is asking about me; there is a special opportunity; to be invited to present
Anna Porter
Member for 1 year
VP, SBA Business Development Officer, Sr
Huntington National Bank
Call me when... I would be happy to help if anyone is interested in getting an SBA loan to purchase their business, buy a partner out, help them buy a building, start a business, expand their business, working capital and more. We have a 1% referral fee.
Tom Bronson
Member for 2 years
President
Mastery Partners
Call me when... You need help increasing business value and preparing a business for exit.
Tim Kiernan
Member for 2 years
Partner
360 Consulting
Call me when... Small tyo Medium companies need help growing their sales numbers
Daniel Drabinski
Member for 2 years
Agency Managing Director of Business & Estate Planning
Bluecrest FA
Call me when... A business requires risk management, planning, recruiting/retention or financial planning
Julienna Viegas
Member for 2 years
Regional Director
B10 Capital
Call me when... You need a consultation and free analysis on implementing tax strategies to offset tax burden on high ordinary income and unusual capital gain. Employee Retention Tax credit, Research & Development Tax Credit, Cost Segregation and 45L Tax Credit
Alison Reiff-Martin
Member for 1 year
CPE/CEPA
Reiff Martin CPA & Business Advisory Services
Call me when... in need of a CPA and CEPA
Paul Whitley
Member for 2 years
CEO
C-Suite Support
Call me when... Client needs to prepare for sale, needs funding, needs financials ready for quality of earnings
Shelli Howlett
Member for 2 years
U.S. Franchise Manager
Boomerang Networking
Call me when... Clients are NOT ready for selling Co. Need Business Scaling and need Organizational Mgmt
Mark Wigder
Member for 2 years
Counsel
Coats Rose
Call me when... 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
Justin Turner
Member for 3 years
Partner, Transaction Advisory Services
Baker Tilly US
Call me when... Financial Due Diligence (buy side & sell side transactions)
Cary Clayborn
Member for 2 years
Director
Profit Inc
Call me when... 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.
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