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 22 Members
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Liane Khim
New Member
FVP, Commercial Banking Officer
American Savings Bank
Call me when...
you are looking for solutions for financing (acquisitions, ESOPs, equipment, real estate and working capital) and cash management products and services.
Phillip Chou
Member for 1 year
Senior Managing Director
Ambrose Advisors
Call me when... business owners seek actionable intelligence regarding ESOPs, M&A, growth capital, and valuation.
Bryan Chee
New Member
Director
Torkildson Katz
Call me when... you are considering an ownership change in your business or acquiring a different business.
Daniel Lam
Member for 1 year
Partner
Goodsill Anderson Quinn & Stifel LLP
Call me when... M&A and Exit Planning Attorney
Alexander Fowler
Member for 1 year
Financial Advisor
Morgan Stanley
Call me when... you need guidance on corporate benefits, business sales (pre and post sale), financial planning, and legacy protection for business owners and high net worth families.
Kyle Shelly
Member for 8 months
Director & Senior Vice President
American Savings Bank
Call me when...
Banking - Commercial Markets
Joseph Dane
New Member
Attorney
Goodsill Anderson Quinn & Stifel
Call me when... You have a question about Hawaii taxes
Darryl Nitta
Member for 11 months
Partner
Accuity LLP
Call me when... you need help navigating and complying with tax law
Michael O'Malley
Member for 11 months
Partner
Goodsill Anderson Quinn & Stifel
Call me when... You need advice re tax planning or corporate M&A transactions or representation in a tax dispute
ERIKA MARQUEZ
New Member
SENIOR MANAGER TAX CONSULTING
ACCUITY, LLP
Call me when... you need tax advisory services—whether for one-time transactions or optimizing operational efficiencies. I’m here to help you navigate tax complexities with ease!
Arlene Guerrero
New Member
Business Broker, Intermediary, M&A Advisor
Xcllusive Business Sales Ltd.
Call me when... someone is looking to take their business in the marketplace, sell/buy their business, understand how much their business is worth in the marketplace, or help with negotiations
Kelly Zane
New Member
President
Pacific Business Valuation Inc.
Call me when... you need a business valuation
Scott Simon
Member for 10 months
Founder/Coach
Simon Leadership Group
Call me when... Make your exit a success story. Scott Simon’s leadership coaching and strategic facilitation will support future leaders as part of a succession development plan.
Daniel Kaanana
New Member
Assistant Vice President, Corporate Banking
American Savings Bank
Call me when...
you have any banking needs (financing, depository, cash management services, etc.)
Erin Takamine
New Member
Partner
Accuity LLP
Call me when... for inquiries on financial analysis or tax planning strategies
Geal Talbert
Member for 1 year
Senior Vice President - Financial Advisor
Morgan Stanley
Call me when... your client wants to know how long their money will last, to confirm their assets will pass effectively and efficiently to their heirs.
Joan Fujita
Member for 1 year
Tax Principal
Accuity LLP
Call me when... Please contact me for estate tax planning, estate tax returns, small business succession planning, sale or restructuring of closely held businesses.
Brandon Park
Member for 1 year
Executive Director, Wealth Management
Morgan Stanley
Call me when... A business owner/founder is looking to exit their business in 2-5 years and needs pre-exit planning, formation of an executive exit team, and evaluating exit options to maximize the after-tax value of sale.
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