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 59 Members
Matt Whitaker
Member for 2 years
Managing Director, M&A
Quantive Financial Advisors
Call me when... I provide M&A advisory services to lower middle market companies. Call me when you have a client who is thinking about selling.
Ron Moore
Member for 3 years
Business Optimization Specialist
Schooley Mitchell
Call me when... a business desires to keep more of the money they earn to increase profits, improve cash flow, and have more funds available to invest in their business.
Eric Ashburn
Member for 6 months
Partner, Private Wealth Advisor
Argent Bridge Advisors
Call me when... Balancing personal and business goals—especially during a transition, exit, or divorce. I help with retirement plan reviews, investment proceeds, and risk protection like key person insurance
Jason Apolenis
Member for 7 years
Principal
Avenue Wealth
Call me when... You want to coordinate your business, personal, and charitable goals
Brent Chism
New Member
Go-to-Market & Growth Operator
Traction Insights
Call me when... Your customer value is proven, but sales depends on the founders, and you need a repeatable growth to support an exit.
Jenifer Flynn
Member for 13 years
Manager
Tucker and Meltzer
Call me when... you or your client are in need if business valuation services.
Steven Collins
Member for 6 years
Wealth Manager
XML Financial Group
Call me when... one is looking for a partner to help engage, educate and empower them toward the utilization of a wide range of investment tools in order to achieve their most important life's objectives.
Edward Snyder
Member for 15 years
CPA
Snyder Cohn
Call me when... your business or nonprofit organization is looking ahead and would like a partner with good experience and a pro-active attitude. Our tax and accounting service is reliable and personal
John Yun
Member for 7 years
Senior Vice President – Financial Advisor
Yun Wealth Management Group at RBC
Call me when... you are expecting a major liquidity event related to your company at any future time and need exit planning organization across multiple advisors or if retirement from an employer is within five years
Corby Megorden
Member for 10 years
Principal
Ennis Legacy Partners
Call me when... You find a business owner who desires to exit their business, lacks a plan and is unsure of where to begin.
Liam Mulcahy
Member for 2 years
Financial Advisor
Raymond James
Call me when... you or a client needs investment management, tax management, lending, corporate trustee, or estate planning services.
Drew Rossi
Member for 2 years
Director
Oppenheimer
Call me when... You have a client looking to sell or acquire a business or raise debt or equity capital to fund the growth of their business.
Gary Altman
Member for 9 years
Mr.
Altman Associates
Call me when... I help individuals and business develop successful plans to dispose of assets and business interests in a tax efficient manner that will, eventually, protect the inheritance for children and heirs.
Chris Blandamer
New Member
District Manager
ADP
Call me when... I work with Executives to strengthen the organization and minimize risk making the companies more attractive to PE Firms, private investors and anyone looking to do business with you.
David Ross
Member for 8 years
Partner
Garris Horn LLP
Call me when... you need advice or representation re: shareholder/member disputes, business-to-business transactions and disputes, franchise law issues, or employment law issues.
Melinda Merk
Member for 2 years
Estates and Trusts/Tax Attorney
McCandlish Lillard, PC
Call me when... seeking legal and tax advice for business owners and high net worth individuals in the areas of estate planning, estate and trust administration/litigation, asset protection, business succession and pre-sale planning and charitable giving.
Ted Smith
Member for 4 years
Wealth Advisor
Next Capital Management
Call me when... You are thinking about thinking about selling your business.
Jeremy Bendler
Member for 15 years
Partner
Bendler & Company, PC
Call me when... you are considering the tax ramifications of a transaction. Managing the tax burden associated with a deal is often critical in taking the deal to closing.
Joel Susco
Member for 10 years
Partner
Withum Smith + Brown
Call me when... you are seeking more personal attention or you are no longer interested in handling your own tax and accounting needs.
Brian Oettinger
Member for 6 months
Managing Partner
Vintage Financial Partners
Call me when... a business owner is starting to think seriously about life after the business—financially, emotionally, and personally.
Kris Kornemann
Member for 14 years
Financial Advisor, CFP®
Financial Advantage Associates
Call me when... Someone needs help making sense of their financial situation and wants to leverage their opportunities for their future
Rich Volin
Member for 9 years
Attorney
Volin Employment Law, PLLC
Call me when... you want to grow as a business, you are transitioning in your career, or you have litigation (and litigation avoidance) needs.
Hans Ploeg
Member for 2 years
Private Client Leader, Private Client Insurance
NFP, an Aon Company
Call me when... I provide exclusive, tailored insurance solutions for high-net-worth individuals and families, addressing unique needs with comprehensive coverage for peace of mind.
Bernard Suissa
Member for 3 years
Private Wealth Financial Advisor
Suissa Private Wealth Group of RBC
Call me when... You or your client is seeking a high level of investment and financial management with care, honesty and transparency
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