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 53 Members
Craig Bergez
Member for 2 years
Partner
Porter Hedges LLP
Call me when... You are planning a transaction involving the sale, purchase, or investment of or in a business or real estate project (including a joint venture)
Devaron Yates
New Member
President
Wealth Development Strategies LLC
Call me when... Financial Services
Steven Kesten
Member for 2 years
Mr.
BoyarMiller
Call me when... you need quality, affordable legal advice for a business that is considering a transaction, entering into a transaction, or wants to better position itself for a future transaction.
Don Ford
Member for 3 years
Managing Partner
Ford + Bergner LLP
Call me when... at the office during the day.
Shelina Hawkins
Member for 3 years
Owner
Hawk INS Group, LLC
Call me when... You need your Business Insurance quoted whether it's for a new venture or to reducing overhead expenses.
Natalie Masin
New Member
CEO, Founder
Masin Advisory Group, LLC
Call me when... You're thinking about selling, buying, or restructuring — and want a clear-eyed read on value, risk, and what needs to happen before you go to market.
Todd White
New Member
CEO Founder, CEPA®
ClearPeg LLC
Call me when... leadership risk, decision bottlenecks, or people-dependence could undermine a transaction, succession, or exit.
Dave Key
Member for 1 year
Managing Director
Murphy Business and Financial
Call me when... You want to Sell your company at the highest value leveraging the best resources in private buyers, private equity, tax professional wealth management,, banks and estate tax planners.
David Tolson
Member for 1 year
President
Arete Advisors
Call me when... A business owner needs overall transition leadership, developing & empowering a leadership team or integrating their personal financial planning into their business planning.
Joe Corkin
Member for 3 years
Principal
Davis/Chambers & Company, LLC
Call me when... You need a business valuation - tax and estate planning, buy-sell, M&A, share-based comp, dispute resolution / litigation support, ESOPs, etc. We also assist clients with the sale process.
John Lionberger
Member for 1 year
Executive Director
DGP Capital
Call me when... When someone has a client preparing for an exit within the next year or so and would like to start putting their plan together. Also, call if someone needs an investment banker for an upcoming deal regardless of time frame.
Mostafa Aly
Member for 1 year
Managing Director
Cadence Bank
Call me when... A business need a line of credit secured by it's assets.
Katherine Lacey
Member for 2 years
Managing Director
KPMG
Call me when... you have a client in need of tax compliance and consulting. We can assist with succession planning, asset transfers, wealth preservation, and charitable giving.
Ray Fernandez
Member for 3 years
Founder
Harvest Point Advisory, LLC
Call me when... Wealth Management / Private Equity / Alternative Investments / Family Office
Keith Young
Member for 1 year
Certified Business Intermediary
Sunbelt Business Brokers
Call me when... the owner of a privately held business is considering selling the business now or in the future, would like to learn more about the M&A process, and wants a realistic expectation of the selling price for their business in today’s market.
Johanna Watson
Member for 1 year
CEO
Artemis Partners
Call me when... If you need any assistance with key hires or executive searches, looking for training & development for your team or executive team, need support for outplacement, require a speaker to discuss a key topic for your organization tailored to your needs.
Patrick Johnston
Member for 1 year
Managing Director
IBG Business
Call me when... You want to get the maximum value for your business, you need help navigating the complexities of the M&A process, you want to find the right buyer, save time and reduce stress, and achieve a successful and profitable exit.
Frank deVay
Member for 3 years
Managing Director
Chaffe & Associates, Investment Bankers
Call me when... Needed
Steven Novotny
Member for 1 year
Wealth Advisor
Icon Wealth Partners
Call me when... Your clients want to reduce their taxes, reduce their business risk, and transfer wealth to the next generation or charitable cause
Doug Winnie
Member for 3 years
President
ActionCOACH of Central West Houston
Call me when... Want to take a company from good to great. International Professional Speaker on topics from marketing and sales to belief systems and improving team performance
Max Cameau
Member for 2 years
Financial Advisor
Stifel Nicolaus & Company, Inc.
Call me when... 7138257698
Robert Latham
Member for 2 years
Managing Partner
IBG Business M&A Advisors
Call me when... You have a client that is looking to sell their business. We help owners and founders sell their business confidentially and for maximum value.
Colleen Migl
Member for 3 years
Shareholder
Quadros Migl & Kilmer PLLC
Call me when... You need an attorney!
