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 149 Members
Richard Glassman
Member for 5 years
Partner
ESOP Plus LLC
Call me when... Whenever a shareholder in a privately-held business is looking for a liquidity event.
Jonathan Bello
Member for 2 years
Owner and Founder
One 8 Solutions, LLC
Call me when... When a company needs an Client Accounting Services Firm
Ed Pierce
Member for 7 years
CFO
Coos Bay Partners
Call me when... You need help to understand your cash flow, establish and measure key indicators of performance or stage your operation for the rigor of a due diligence review or to perform a due diligence review.
Kyle Scandore
Member for 2 years
Attorney
McLane Middleton, P.A.
Call me when... A business owner is ready to sell or begin transferring their business
Mike Bowden
Member for 2 years
Founder
Bay Farm Advisory
Call me when... A client is looking to increase the performance of their business financially and operationally.
Paul Schmid
Member for 5 years
Partner
ArentFox Schiff LLP
Call me when... you need legal advice for a M&A transaction, debt financing, or other corporate transaction.
Benjie Hughes
New Member
founder & creative strategist
Hopeless Marketing
Call me when... A company’s doing great work but is struggling to grow. That’s a marketing clarity issue. We re-message, rebrand and relaunch so they get better conversions – and better valuation.
Kevin Jolley
New Member
Managing Director
Shields & Company
Call me when... You have a client that is interested in selling their business now or would like to prepare in advance to sell their business in the future.
William Stewart
Member for 1 year
Managing Director
First Street Acquisitions
Call me when... you have questions regarding valuations and selling your company
Anne Gouthro
Member for 6 months
Financial Planner
Napier Financial
Call me when... you are ready for financial clarity from the owner’s box. I bring transparency, strategy, and coordination to clients financial life to help them avoid blind spots, make confident decisions, and stay on track—no matter what life throws their way.
Raffi Yardemian
Member for 3 years
President
Boston Sales Solutions
Call me when... Sales need to grow. Fractional Chief Revenue officer helping SMB clients develop and grow their sales team and sales revenues.
Philip Dytko
Member for 10 months
Corporate Advisory & Banking
Brown Brothers Harriman
Call me when... you/your clients need a trusted, independent thought partner with +200 years of expertise in family/private business succession, capital allocation, M&A
Kevin McAuliffe
Member for 4 years
Wealth Advisor
Fiduciary Trust Company
Call me when... Your clients are interested in the sale of their business and would like guidance prior, during and after the sale to ensure their goals are met in the most efficient way possible.
Akhil Patel
New Member
Managing Director
Brown Brothers Harriman
Call me when...
stewards of private businesses need a trusted team for unbiased advice
Ross Yogel
Member for 2 years
Partner, Director of Business Valuation | Financial Forensics
LGA LLP
Call me when... You need an independent closely held business valuation assessment, quality of earnings and due diligence needs, or a financial forensic investigator.
William Wilcoxson
Member for 5 years
Senior M & A Advisor
Osage Advisors
Call me when... you are considering selling your company or have a client looking to sell
Greg Romero
Member for 4 years
Founder & Principal
Romero Solutions Group
Call me when... your family business clients need help with strategic planning, profitability, organizational sustainability, professionalism, operating rhythm effectiveness and unexpected problem solving.
Dan Corcoran
Member for 4 years
Managing Director
MCRC
Call me when... need capital for management buyouts, partner buyouts, acquisitions, growth
Dan Seaman, CPA
Member for 3 years
Partner
AAFCPAs
Call me when... clients need guidance on minimizing taxes, achieving liquidity, and in providing for surviving family members after a business transaction.
Scott Loring
Member for 13 years
Mediator and Coach
Cooperative Coaching & Mediation
Call me when... conflict between business owners and their internal or external partners impedes company profitability or cultural cohesion.
Paul Oliveira
Member for 4 years
CEO
KLR
Call me when... you need help reducing or evaluating your business taxes.
Ellie Myers
Member for 3 years
Associate
Nutter McClennen & Fish LLP
Call me when...
I work with companies in a variety of industries through the life cycle of their businesses, counselling clients on both buy-side and sell-side mergers and acquisitions and representing emerging and established companies in VC/PE financings.
Rich Weiner
Member for 13 years
Partner
AAFCPAs
Call me when... The tax structure of a transaction requires evaluation and understanding
Robert Leonard
Member for 5 years
Principal
BerryDunn
Call me when... a client needs GAAP Financials.
