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

Showing 58 members
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Marie Diaz
Chief Visionary and Owner of CEO CLUBS IMPACT WORLDWIDE
New Member
Rochelle O'Brien
Business Intermediary
Venture Opportunities LLC
You are need information about exit planning, preparing businesses for sale and business transactions.
New Member
Taber Wetz of C-Suite Support is a member of XPX Dallas
Taber Wetz
Partner, Fractional CFO
C-Suite Support
You need a fractional CFO focused on growth and integration of EOS
New Member
Rod Rodriguez of Live Oak Bank is a member of XPX Dallas
Rod Rodriguez
Vice President
Live Oak Bank
You are seeking financing to buy our sell a business.
Member for 1 Year
Steve Conwell of Final Ascent LLC is a member of XPX Dallas
Steve Conwell
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.
Member for 3 Years
Alexis Dowell
Client Relations
Your organization is growing and you're having trouble finding great talent. We use a research based approach to find talent in the market that will best complement your organization. We have a 100% fill rate this year.
New Member
Eric Schwarz of Wells Fargo is a member of XPX Dallas
Eric W Schwarz
Wells Fargo
Family Office and Trust Services
New Member
Tom Bronson of Mastery Partners is a member of XPX Dallas
Tom Bronson
Mastery Partners
You need help increasing business value and preparing a business for exit.
New Member
Mark D Wigder
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
Member for 1 Year
Ryan Gardner of Gardner Firm PLLC is a member of XPX Dallas
Ryan Thomas Gardner
Member and Manager
Gardner Firm PLLC
Business structuring, as well as buying and selling companies
New Member
Eric Harrison of 4Impact Data is a member of XPX Dallas
Eric Harrison
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
New Member
Nolan Duck of DBG Advisors is a member of XPX Dallas
Nolan Duck
DBG Advisors
You have a client who wants to sell their company.
New Member
Ray Croff of Mobius Financial Advisors is a member of XPX Dallas
Ray Croff
Mobius Financial Advisors
You want high level expertise using life insurance in business and estate planning situations
Member for 1 Year
Shelli Howlett
SUMMi7 | Business Scaling - Purpose Driven Company
Business Scaling and Scale to Exit Consulting
New Member
Kim Abmeyer of Abmeyer Wealth Management is a member of XPX Dallas
Kim Abmeyer
Comprehensive Wealth Management
Abmeyer Wealth Management
Clients have liquidity events and are looking for planning and investment advice.
New Member
Mark Auten of Plunk Smith, PLLC is a member of XPX Dallas
Mark K. Auten
Plunk Smith, PLLC
Clients are considering selling or purchasing a business and need legal counsel to advise them on the legal ramifications of their deal.
New Member
Paul Moreno
Live Oak Bank
You are seeking financing to buy our sell a business.
Member for 2 Years
Jonathan King of System & Soul is a member of XPX Dallas
Jonathan King
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.
Member for 1 Year
Chris Goade of 360 Consulting is a member of XPX Dallas
Chris Goade
360 Consulting
Sales growth, sales training, sales hiring, outsourced sales leadership
Member for 1 Year
Leonard (Ladd) A Hirsch
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).
New Member
Burt Burt Copeland Copeland
New Life CFO Services, LLC.
Companies are in need of radically improving this EBITDA and Performance in preparation for a great exit.
Member for 1 Year
Julienna Viegas of B10 Capital is a member of XPX Dallas
Julienna Viegas
Regional Director
B10 Capital
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
New Member
Shei Unger of The Northern Trust is a member of XPX Dallas
Shei Unger
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.
Member for 1 Year
Doug Janowski of Lazear Capital Partners is a member of XPX Dallas
Doug Janowski
Managing Director
Lazear Capital Partners
Want information on how ESOPs/Employee-Ownership structures work as a succession plan for clients
Member for 1 Year
Wayne A Gordon
Glaucon Capital Partners
Glaucon Capital Partners is a registered broker dealer & FINRA member firm focused on sell-side M&A advisory services and capital issuances.
New Member

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