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

    • Profession
    • Functional Expertise
    • Client Industries
    Partner, Business Tax Services

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

    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.

    B2B CFO

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

    The Lovins Group

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

    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;

    Wallace Management Group

    Call me when your sales team is overwhelmed or not keeping up with the growth of your company and markets.

    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.

    Managing Partner
    Pinewood Consulting, LLC

    You have outgrown your bookkeeper, CPA, or accounting software. You need short-term or project finance staff (M&A, Audit, Controller, CFO). You wish to modernize your operations using software

    President & Founder
    Stony Hill Advisors

    Call me when you have a referral.

    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.

    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.

    The Success Coach

    Executive and growth strategies coaching to take your business or family business to the next level; reinvent/reignite your business and better position for an exit (DO IT BETTER -->SMARTER-->FASTER)

    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.

    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.

    Martin LLP

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

    Managing Director

    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?


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

    Director, Operations
    Hamilton Robinson Capital Partners

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

    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.

    Commercial Insurance Consultant
    ACBI Insurance

    You or your clients have a need for individualized risk management and employee benefits consulting with a white glove approach.

    Managing Director

    There are complex tax compliance and consulting planning, primarily involving personal income, fiduciary, charitable and estate and generational wealth transfer tax issues.

    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.

    Heide & Company, LLC

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

    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.

    Vice President
    TD Private Client Group

    A client is thinking about selling or in the final stages of the sale to help with the transition.

    Sales Advisor LLC

    Sales management expertise is needed to revamp and revitalize a client's sales revenue operations. A Sales Audit needs to be conducted to spotlight gaps and/or faulty sales processes and practices.

    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.

    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.

    Sr. Financial Advisor
    Congress Wealth Management

    Someone wants to build, manage, and protect their wealth.

    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.

    VP, Business Banking Relationship Manager
    Peoples United Bank

    You need financing

    PKF O'Connor Davies

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

    Managing Director
    Scout Valuations

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

    VP, Relationship Manager
    Key Bank

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

    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.

    Sr. Manager
    PKF O'Connor Davies

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

    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.

    Gesmer Updegrove LLP

    You have any tax-related needs pertaining to closely-held business or other private equity enterprises.

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

    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

    Managing Director
    Fiduciary Trust International

    A liquidity event is approaching. It is best to make sure all estate and tax planning is decided ahead of major transactions.

    M&A Advisor
    Touchstone Advisors, LLC

    A business owner is contemplating an exit from his/her business or needs a financial analysis and/or valuation for the business.

    Financial Advisor
    UBS Financial Services, Inc.

    On my cell day or evening

    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

    Managing Director

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

    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.

    Practice Director
    Vision Search Partners

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

    Managing Partner
    Hamilton Robinson Capital Partners

    Looking to partner with business owners seeking to recapitalize or transition a business to promote its next stage of growth.

    Charitable Planning Consultant
    Fidelity Charitable

    You have a client with questions about incorporating charitable planning into their exit strategy or overall financial plan

    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).

    Presbury & Associates

    You need to assess and address the key talent and retention risks in a company.

    Registered Representative
    Rainmaker Securities, LLC

    You want to buy or sell shares of private company, pre IPO stock "unicorns".

    General Network Service Inc.

    Business hour, Business days

    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.

    Strategy Sales Partners

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

    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

    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.

    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.

    AlanBoothCoach, LLC

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

    Senior Vice President

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

    Senior Vice President-Wealth Advisor

    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.

    Managing Director
    Wealthspire Advisors

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

    Vice President
    Belden Hill Partners

    Succession/liquidity planning options ("Consulting"), access to the debt or equity capital markets ("Corporate Finance"), or navigating the sale process for their business ("M&A Advisory").

    Managing Director
    Hamilton Robinson Capital Partners

    Looking to partner with business owners seeking to recapitalize or transition a business.

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