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 67 members
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Steve Conwell of Final Ascent LLC is a member of XPX Dallas
Steve Conwell
Final Ascent LLC

Call Me When... 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 4 Years
Daniel Vermeire of CFA Dallas is a member of XPX Dallas
Daniel K Vermeire
Managing Director
CFA Dallas

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

Member for 1 Year
Tim Kiernan
360 Consulting

Call Me When... Small tyo Medium companies need help growing their sales numbers

Member for 1 Year
Mindy Passmore
Maximum Possibilities LLC

Call Me When... you would like to sell or buy a business

New Member
Burt Burt Copeland Copeland
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.

Member for 1 Year
Peter Hickey
MOUS & The Institute of Advisors

Call Me When...

Member for 1 Year
Keren Shamay of Insperity is a member of XPX Dallas
Keren Shamay
Certified Business Performance Advisor

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.

Member for 2 Years
Rod Rodriguez of Live Oak Bank is a member of XPX Dallas
Rod Rodriguez
Vice President
Live Oak Bank

Call Me When... You are seeking financing to buy our sell a business.

Member for 1 Year
Robert Rough of Telos Capital Advisors, LLC is a member of XPX Dallas
Robert M Rough
Managing Director
Telos Capital Advisors, LLC

Call Me When... companies want to sell or raise capital

Member for 1 Year
Lindsay Kline of Sakline Bookkeeping is a member of XPX Dallas
Lindsay Nichole Kline
Sakline Bookkeeping

Call Me When... You or your clients need bookkeeping services

New Member
Jeff Laceky of Frost Bank is a member of XPX Dallas
Jeff W. Laceky
Senior Vice President
Frost Bank

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

Member for 1 Year
Bill King CM&AA
Regional Sales Manager
Velocity SBA

Call Me When... Borrowers need debt financing, particularly SBA lending

New Member
Jonathan King
Executive Coach
System & Soul

Call Me When... 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
Barrett Lidji of Northaven Capital Partners is a member of XPX Dallas
Barrett Lidji
Northaven Capital Partners

Call Me When... anytime

Member for 1 Year
Joe Ruzicka
Director Business Development
Adams Keegan

Call Me When... Boutique HR outsourcing for middle market companies including payroll, HR, benefits, COVID policy

Member for 1 Year
Melanie Shaffer of Talent Suite LLC is a member of XPX Dallas
Melanie Shaffer
Talent Suite LLC

Call Me When... you have a client with people problems (hiring, performance issues, leadership development)

Member for 1 Year
Jaime Hochhausen of Perkins Coie is a member of XPX Dallas
Jaime Hochhausen
Business Development Director
Perkins Coie

Call Me When... 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.

Member for 1 Year
Mark Auten of Plunk Smith, PLLC is a member of XPX Dallas
Mark K. Auten
Plunk Smith, PLLC

Call Me When... clients are considering selling or purchasing a business and need legal counsel to advise them on the legal ramifications of their deal.

New Member
Jeffrey Gonzales
Sakline Bookkeeping

Call Me When... Call me when you can

New Member
Todd Dauphinais
Managing Partner
Clavis Capital Partners

Call Me When... Operationally oriented private investment firm

Member for 1 Year
Chris Goade of 360 Consulting is a member of XPX Dallas
Chris Goade
360 Consulting

Call Me When... Sales growth, sales training, sales hiring, outsourced sales leadership

Member for 1 Year
Senthil Kumar of Olimyam Partners LLC is a member of XPX Dallas
Senthil Kumar
Olimyam Partners LLC

Call Me When... You want to learn value building using technology and flawless execution of digital transformation strategies

Member for 1 Year
Mark Avery
M&A Attorney
Hajjar Peters, LLP

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

Member for 1 Year
Sarah Waterman
Business Development Executive
Wealthbuilder 1031

Call Me When... you need a 1031 exchange

New Member
Eric Harrison of 4Impact Data is a member of XPX Dallas
Eric Harrison
Market Development Director
4Impact Data

Call Me When... 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

Member for 1 Year

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