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

Owner
HCRMA, LLC

Before you sell your business to discuss tax efficiency, succession and estate planning g.

Managing Director
Bank of America Private Bank

An individual, family, or not for profit organization, is looking for a customized solution to a complex situation involving investments, financing of personal assets, or the sale of a business.

Managing Director
Scout Valuations

A business valuation is needed for business planning, estate planning or litigation.

President/Owner
Albu Consulting LLC

A company is interested in improving performance through strategy management - strategic planning and execution.

Personal & Commercial Risk Advisor
Levitt-Fuirst Associates, Ltd.

You are seeking insurance solutions to protect business and family assets. Our key liability coverage segments are: Construction, Real Estate, Retail, and Personal Home/Auto/Umbrella.

Managing Director
Wealthspire Advisors

Client is seeking to build a plan for managing wealth (pre or post-sale).

Director, Operations
Hamilton Robinson Capital Partners

Always in the market for LMM deals in the industrial sector and investors who like this space.

Partner
PKF O'Connor Davies, LLP

If you have any accounting, audit, tax and/or advisory needs in either the commercial or non profit space please reach out.

Managing Director
CFO Consulting Partners

Fractional/interim CFO Services; you're in the hiring process, or you don't have a CFO and need someone to assist you in planning, cash flow, finance/accounting.

President
Sandler Training PEAK Sales Performance

We coach Executives, as well as Business Owners, in the definition of their expected top line growth curve, especially where the top line has flattened and sales competency needs to be raised.

Vice President/Sr. Relationship Manager
Key Bank

You have a financing need whether for business acquisition or for business expansion, equipment purchases, or working capital needs, or you need a new Relationship Managed account with a bank.

Managing Partner
Cornell Global LLC

A company recognizes the opportunity or the need to drive increased business value through talent management strategies. I know how to build value through people.

President & Founder
Stony Hill Advisors

Call me when you have a referral.

Owner
The Lovins Group

Your family business is going through a generational transition or family issues are getting in the way of making business decisions.

Partner, Business Tax Services
KPMG LLP

You need assistance with domestic and international tax planning needs in connection with your business operations or a potential exit transaction.

Associate
Martin LLP

Whenever you need advice on corporate or governance matters or when you’re considering a transaction.

Senior Vice President
UBS

There is a need for a Wealth Management team that has significant experience helping families work through transition events during their lifetime.

Principal
Footnote Journal LLC

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.

Private Wealth Advisor
Twenty Four Wealth

You would like to have a Certified Financial Planner™️ with over 25 years of experience review your investments and financial planning goals.

Partner
Martin DeCruze & Co. LLP

You have you have a client who has a question related to planning for an exit to bounce it off me.

Managing Partner
Belden Hill Partners

Clients want growth capital (debt or equity), or wish to derisk (take some chips off the table) and access shareholder liquidity, in part (minority position sale), or, in whole (merger or acquisition).

Managing Director
MPI

I do valuations of private companies for estate planning, financial reporting and litigation.

Esq.,
Law Office of Andrew N. Karlen

A business owner is or should be thinking about their ultimate departure from their business; Particularly when the client is an owner of or stakeholder in a family owned business;

Senior Vice President-Wealth Advisor
UBS

My team provides detailed financial plans and investments for business owners/sellers and others.
Our goal is to help our clients make the best, informed, and thoughtful financial decisions.

Senior Vice President
Wealthspire Advisors

Trusts and estates expertise is needed.

Managing Director
Albu Consulting

We help CEOs and their Leadership teams make strategy happen. We accomplish that by collaboratively working with clients to develop achievable strategies and plans.

Sr. Finance and Operations Consultant
Robert Pravder Consulting, LLC

You need an entrepreneurial, growth-oriented finance executive who has served as CFO for high-potential middle-market companies, and can transform or turnaround your business.

PARTNER
B2B CFO

A privately held company needs help with traditional CFO financial planning and analysis, controls, strategic planning and transition planning.

President
Strategy Sales Partners

When a top executive needs to grow revenue while still maximizing ROI.

Partner
PKF O'Connor Davies LLP

You or a business you know needs assistance with due diligence, tax or succession planning, an M&A transaction, or audit and accounting services.

Practice Director
Vision Search Partners

You need to hire finance staff all the way up to CFO.

Managing Director
CSG Partners

Your client is thinking about: (i) succession planning; (ii) selling a business; or (iii) establishing a new employee retirement benefit plan. An ESOP solution could have significant advantages

Partner
PKF O'Connor Davies

You need an expert in business valuation, purchase price allocations and/or financial forensics.

Chairman
General Network Service Inc.

Business hour, Business days

Managing Director
UBS

When planning for liquidity and/or transition events. What will a sale or a transition mean for you, your family and your employees? Have you really planned this out?

Partner and Portfolio Manager
Brown Advisory

A family or executive is about to enter a period of transition whether that is starting or selling a business or considering any major life/professional changes

President
AlanBoothCoach, LLC

Staff is not meeting your expectationsLiving in chaos with your business or firmNeed confidential guidance to resolve a problem

VP, Relationship Manager
Key Bank

SBA lending, conventional lending, FX, Private Bank/Wealth Management

Financial Advisor
RBC Wealth Management

You or your client would like advice on how to efficiently grow and diversify existing wealth, or to convert recently generated liquid assets into reliable current and future income streams.

partner
Reynolds & Rowella, LLP

For assistance with traditional accounting services, including tax and audit, as well as planning for a successful exit for closely - held business owners.

Founder & General Manager
VISTA HIGHLAND LLC

You, or your client, seek to sell your business to a trusted and experienced operator committed to directly managing and growing it for the long run

Partner
Citrin Cooperman

Clients entrust me with a great responsibility: to guide them and help grow and preserve their assets. I work tirelessly each day to preserve their assets for their lifetime and for future generations

CEO
Heide & Company, LLC

A multi-generational family business needs to improve its value in preparation for an exit

Partner
Coastal Bridge Advisors

You need to answer the question “What Happens Next”? I work with wealthy clients and their families to achieve their vision of financial fulfillment, particularly in times of transition.

Advisor
Associated Benefit Consultants

You encounter a business owner who would benefit from an independent review of an existing retirement plan (401K, profit sharing, cash balance), or looking to start a new plan.

Sr. Manager
PKF O'Connor Davies

I'm an auditor at PKF O'Connor Davies.

Partner
Martin LLP

You need legal or business advice regarding mergers and acquisitions, debt or equity finance, joint ventures, securities, and other general corporate and commercial matters or transactions.

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