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
Sort by:
Rochelle O'Brien
New Member
Business Intermediary
Venture Opportunities LLC
You are need information about exit planning, preparing businesses for sale and business transactions.
Taber Wetz
New Member
Partner, Fractional CFO
C-Suite Support
You need a fractional CFO focused on growth and integration of EOS
Rod Rodriguez
Member for 1 Year
Vice President
Live Oak Bank
You are seeking financing to buy our sell a business.
Steve Conwell
Member for 3 Years
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.
Alexis Dowell
New Member
Client Relations
RISCH RESULTS
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.
Tom Bronson
New Member
President
Mastery Partners
You need help increasing business value and preparing a business for exit.
Mark D Wigder
Member for 1 Year
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
Ryan Thomas Gardner
New Member
Member and Manager
Gardner Firm PLLC
Business structuring, as well as buying and selling companies
Eric Harrison
New Member
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
Ray Croff
Member for 1 Year
CEO
Mobius Financial Advisors
You want high level expertise using life insurance in business and estate planning situations
Shelli Howlett
New Member
President
SUMMi7 | Business Scaling - Purpose Driven Company
Business Scaling and Scale to Exit Consulting
Kim Abmeyer
New Member
Comprehensive Wealth Management
Abmeyer Wealth Management
Clients have liquidity events and are looking for planning and investment advice.
Mark K. Auten
New Member
Attorney
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.
Jonathan King
Member for 1 Year
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.
Chris Goade
Member for 1 Year
Founder
360 Consulting
Sales growth, sales training, sales hiring, outsourced sales leadership
Leonard (Ladd) A Hirsch
New Member
Partner
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).
Burt Burt Copeland Copeland
Member for 1 Year
Founder
New Life CFO Services, LLC.
Companies are in need of radically improving this EBITDA and Performance in preparation for a great exit.
Julienna Viegas
New Member
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
Shei Unger
Member for 1 Year
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.
Doug Janowski
Member for 1 Year
Managing Director
Lazear Capital Partners
Want information on how ESOPs/Employee-Ownership structures work as a succession plan for clients
Wayne A Gordon
New Member
Partner
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.
Chapter Events
Tue, Jun 6th, 2023 ⋅ 7:30am - 9:30am (CDT)
Founding Sponsors
Annual Sponsors
