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 25 Members
Trevor Crow
Member for 1 year
Attorney
Doida Crow Legal LLC
Call me when... I'm an M&A attorney that helps buyers and sellers navigate the M&A process for a successful deal.
Tyler Moloney
New Member
Managing Director
Bernstein Private Wealth
Call me when... You need help navigating complex business and wealth issues
Mark Ahern
Member for 1 year
President
AMP Business Valuations
Call me when... there is a need or question regarding business valuation, value growth, or exit planning.
Kevin Jones
Member for 1 year
Wealth Planning Advisor
BenchWealth
Call me when... You have questions about investing strategies. From a better understanding to unique strategies tailored to meet your specific goals.
Darren Kanthal
Member for 11 months
President | Executive Coach
The Kanthal Group
Call me when... The negative voice in your head is dominating the conversation.
Scott Carlson
Member for 1 year
Insurance and Risk Advisor
CRS Insurance Brokerage
Call me when... Companies need assistance on analyzing their current insurance programs to control their total cost of risk regarding short term M&A activities or long-term planning for M&A activities
Zachary De Lisa
Member for 1 year
Integrator | CFO Advisor
Level10 CFO
Call me when... I can help make an introduction or offer insights to unique business problems.
Kristen Burke
Member for 1 year
Attorney and Partner
CrestPoint Law PLLC
Call me when... you need legal advice in connection with selling or buying a small business.
Katie Todd
Member for 1 year
CEO
Blue Sky Business Guides
Call me when... you are preparing an owner for an exit.
Dave Kriese
New Member
Business Broker
Sunbelt Business Brokers of Colorado
Call me when... ...you have a small business owner ready to sell or one who wants to better understand the business sale process
Ted Caulkins
New Member
Partner
BizNavigators
Call me when... you or someone you know needs help selling their lower market business
Will Petter
Member for 1 year
Principal
American Dream Legacy Advisors
Call me when... Provide business owners with a tailored exit plan that preserves their legacy, rewards employees with wealth creation, and secures future growth for employees and transitioning owners
Rick Gardner
Member for 1 year
Value and Growth Advisor - EOS
EOS Worldwide
Call me when... I help entrepreneurs and their leadership teams clarify, simplify and achieve their vision. I help implement a complete, proven system with a set of practical tools that help them grow and increase business value.
Lexi Feack
Member for 6 months
Tax Partner
Kurtz Fargo LLP
Call me when... you need a professional partner in tax planning and advice, assurance, and advisory services tailored to the needs of emerging growth, small, and mid-sized businesses.
Dave VanderJagt
Member for 1 year
Chief Revenue Officer (Fractional)
VanderJagt CRO
Call me when... 1) Inconsistent Sales Performance, 2) Marketing & Sales Hiring Misfires, 3) Revenue or Client Mix Issues, 4) Profitable Growth Feel Unattainable
Philip Brewer
Member for 1 year
VP, Relationship Manager
Comerica Bank
Call me when... Commercial lending & cash/treasury management
Joshua Moreland
New Member
Vice President
AllianceBernstein
Call me when... You need a resource or a partner for wealth management or market related issues or questions, or if you know someone you think I should meet.
Michael Johns
Member for 6 months
Tax Partner
Kurtz Fargo LLP
Call me when... you need a professional partner in tax planning and advice, assurance, and advisory services tailored to the needs of emerging growth, small, and mid-sized businesses.
Amanda Kearney-Smith
Member for 1 year
Co-Founder and Principal
The Nonprofit Strategy Group
Call me when... you have questions about nonprofit engagement, meaningful gifts, and/or board governance!
Jonathon Rapacki
Member for 2 years
Managing Director
GWS M&A Advisory
Call me when... You need an experienced advisor to help support you in selling or buying a business
Ron Gerrans
Member for 9 months
Managing Director
Alpine Growth Partners
Call me when... an owner signals they’re ready to sell; I’ll surface operational risks and value levers pre-LOI to speed diligence, protect valuation and terms, and frame a clear post-close upside.
Andrea Garnett
Member for 7 months
AVP - Loan Officer
Live Oak Bank
Call me when... you are ready to grow through ownership, real estate, or expansion — with SBA capital that gets it done.
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