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

Senior Vice President
First United Bank

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

M&A Attorney
Hajjar Peters, LLP

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

President
Talent Suite LLC

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

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.

Attorney at Law
Sawko & Burroughs, P.C.

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

Managing Director
CFA Dallas

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

Advisor
RMS Advisory Group

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

Agency Managing Director of Business & Estate Planning
Bluecrest FA

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

CMO
Chief Outsiders

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

Founder
New Life CFO Services, LLC.

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

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.

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.

Director of Business Development
Lane Gorman Trubitt

You need an CPA firm resource for your accounting needs!

Founder
360 Consulting

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

Managing Partner
Clavis Capital Partners

Operationally oriented private investment firm

Partner
360 Consulting

Small tyo Medium companies need help growing their sales numbers

Partner
Northaven Capital Partners

Anytime

Client Strategist - Business Advisory
BNY Mellon Wealth Management

Anytime

Managing Director
Telos Capital Advisors, LLC

Companies want to sell or raise capital

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

Business Valuation & Machinery & Equipment Appraiser and Investment Banker

Senior Vice President
Frost Bank

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

Partner, Transaction Advisory Services
Baker Tilly US

Financial Due Diligence (buy side & sell side transactions)

Director Business Development
Adams Keegan

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

CEO
Louder Co.

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

Partner
Shackelford Bowen McKinley & Norton LLP

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

Chaos Eradicating Officer (CEO)
Beyond the Chaos, LLC

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

CEO
Mobius Financial Advisors

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

President
Risch Results

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

Director
Profit Inc

Call or text (214) 202-8939 for any matter - meetings, events, coordination, etc.

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.

President
Olimyam Partners LLC

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

Vice President
Live Oak Bank

You are seeking financing to buy our sell a business.

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

Managing Partner
Stillwater Creek Advisors

Seeking technologies and solutions to address pain points

Managing Director
CFGI

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

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.

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.

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.

Principal / Advisor
CIO Suite

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

Equity Partner
Bradley

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

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
Lazear Capital Partners

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

Founding Sponsors

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