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.
Showing 28 Members
Nolan Duck
Member for 3 years
CEO
DBG Advisors
Call me when... You have a client who wants to sell their company.
Cary Clayborn
Member for 3 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.
Leonard (Ladd) Hirsch
Member for 3 years
Partner
Bradley LP
Call me when... 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).
Burt Copeland
Member for 3 years
Founder
New Life CFO Services, LLC.
Call me when... Companies are in need of radically improving this EBITDA and Performance in preparation for a great exit.
Sarah Waterman
Member for 2 years
Business Development Executive
Wealthbuilder 1031
Call me when... you need a 1031 exchange
Jaime Hochhausen
Member for 3 years
Director of Business Development & Firm Counsel
Chiron Finance
Call me when... Lower middle market Investment bank that also provides advisory for companies in distress
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.
Stan Eigenbrodt
Member for 1 year
Member
Frederic Dorwart, Lawyers PLLC
Call me when... you know someone who needs a seasoned buy-side or sell-side M&A laywer
Joy Goldblatt
New Member
Partner
Bennett Thrasher LLP
Call me when... You need a proactive, strategic tax CPA
Aari Zaveri
Member for 6 months
Owner
Quantumleap Endeavors Inc. (DBA Schooley Mitchell of Plano)
Call me when... You want to increase your bottom line, we help you drive margin expansion in Operation areas—like telecom, shipping, and merchant services—without cutting staff or changing vendors and with ZERO upfront cost
Mark Avery
Member for 3 years
M&A Attorney
Hajjar Peters, LLP
Call me when... You need an attorney to help you buy, sell or reorganize a company.
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
Chris Goade
Member for 4 years
Founder
360 Consulting
Call me when... Sales growth, sales training, sales hiring, outsourced sales leadership
Kelly Finnell
Member for 2 years
President
Executive Financial Services, Inc.
Call me when... You have questions about ESOPs or clients who may be interested in learning whether an ESOP may be an appropriate strategy to address their planning needs.
Eric Harrison
Member for 3 years
Director, Business Development & Value Acceleration
DBG Advisors
Call me when... You have a client that needs help to grow their profits and value, access to expert business valuation, and guidance through the exit planning process leading to a successful sale
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
Mudar Sapatwalla
New Member
CEO
Teamlogic IT 64341
Call me when... a client is preparing for a sale, needs IT due diligence, has cybersecurity risks that could affect valuation, or requires post-acquisition technology integration.
Ryan Gardner
Member for 3 years
Member and Manager
Gardner Firm PLLC
Call me when... Business structuring, as well as buying and selling companies
Brian Moen
Member for 2 years
Fractional CFO/CEPA
NewLifeCFO
Call me when... I help small business owners turn sweat equity into gold. Small business owners need financial strategy, operational guidance in meeting their business goals. Getting them ready to exit some day.
Daniel Drabinski
Member for 3 years
Agency Managing Director of Business & Estate Planning
Bluecrest FA
Call me when... A business requires risk management, planning, recruiting/retention or financial planning
Jordan Pence
Member for 3 years
Partner
Advisors Resource Company
Call me when... When a business owner needs life insurance planning, selective / non-qualified plans, golden handcuffs, key-person insurance, and buy-sell funding
Paul Whitley
Member for 3 years
CEO
C-Suite Support
Call me when... Client needs to prepare for sale, needs funding, needs financials ready for quality of earnings
Eric Eager
Member for 3 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
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