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 146 Members
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Michelle Orr
Member for 4 years
Vice President
Live Oak Bank
Call me when... You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.
Justine Perdomo
New Member
Financial Advisor
Valent Wealth
Call me when... Business Value’s growth should transition to a tax-free environment. Cash Flow improvements would have an impact. Estate planning & multi-generational wealth transfer should be designed.
Michael Engelhart
Member for 5 years
Owner
HCRMA, LLC
Call me when... Before you sell your business to discuss tax efficiency, succession and estate planning g.
Wiktor Wozniak
Member for 4 years
Financial Advisor
UBS Global Wealth Management
Call me when... on my cell day or evening
Michael Delgass
Member for 4 years
Managing Director
Wealthspire Advisors
Call me when... client is seeking to build a plan for managing wealth (pre or post-sale).
Timothy Paradis
New Member
Partner, Wealth Manager
Crestwood Advisors
Call me when... you want peace of mind by creating a customized wealth roadmap while planning for, in the middle of, or post transaction.
Mark Nuelle
Member for 6 years
PARTNER
B2B CFO
Call me when... a privately held company needs help with traditional CFO financial planning and analysis, controls, strategic planning and transition planning.
James Osborn
Member for 6 months
Founder/Partner
Envest Asset Management
Call me when... you're looking for an independent wealth manager and planner focused on sustainability.
Tyler Champagne
Member for 9 months
Tax Manager
AAFCPAs
Call me when... Closely held businesses and their owners are in search of tax expertise delivered with top tier client service.
Dennis O'Rourke
Member for 1 year
Partner
Moritt Hock & Hamroff LLP
Call me when... With over 20 years of corporate law experience, I specialize in all facets of complex mergers, acquisitions, securities offerings, corporate transactions and general counsel matters.
Scott Larson
Member for 1 year
OutFin group
Call me when... A business wants to maximize its value BEFORE they sell. We are an outsourced CFO firm that helps businesses increase their value leading up to an exit.
Andrew Ritter
Member for 1 year
Partner
Wiggin and Dana LLP
Call me when... you need assistance with M&A
Ron Reuter, CTP/CVA
Member for 9 years
Managing Director
RJ Reuter Business Consulting
Call me when... There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale
Danielle Kelly
Member for 3 years
Vice President, Charitable Planning Consultant
Fidelity Charitable
Call me when... your client is looking to make a charitable donation in advance of a business exit.
Gail Harris
Member for 8 years
Director
Wealthspire Advisors
Call me when... An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.
Thomas Kilfoyle
Member for 7 years
Principal
Footnote Journal LLC
Call me when... Business owner(s) interested in developing a risk profile. We take a systematic approach to risk and investment in order to generate liquidity and sustainable income streams.
Greg Wozniak
Member for 1 year
CPA
Marcum LLP
Call me when... neeed for Tax consulting, Entity Structure, Qaulity of Earnings and transaction advisory
Omid Zareh
Member for 7 months
Managing Partner
Weinberg Zareh Malkin Price LLP
Call me when... Your business is planning a major decision, planning for succession, or is in the middle of. nightmare.
Andrew Marks
Member for 1 year
Wealth Investment Mentor | Co-Founder
World Creative & World Chic
Call me when... You want to expand and grow your investing strategy to secure an optimal diversified stock portfolio that protects your wealth.
Jonathan Hill
Member for 1 year
Vice President
City National Bank
Call me when... Wealth planning, asset management, debt placement or trust and estate execution or advice is needed.
Richard Baum
Member for 2 years
Managing Partner
Consumer Growth Partners
Call me when... Consumer Growth Partners (CGP) is a private equity investment and advisory frm with an exclusive focus on retail and non-perishable branded consumer products companies in the lower middle market with $2.5-10mm of EBITDA.
Jason Liu
Member for 8 years
Chairman
General Network Service Inc.
Call me when... Business hour, Business days
