Members

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

Showing 21 members
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Doug Winnie of ActionCOACH of Central West Houston is a member of XPX Houston
Doug Winnie
President
ActionCOACH of Central West Houston
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
New Member
John Walker of Walker Law PC is a member of XPX Houston
John H. Walker
Managing Partner
Walker Law PC
You have a buy or sell transaction you're considering.
New Member
Emily Schreiber of PNC Bank is a member of XPX Houston
Emily Schreiber
VP, Senior Philanthropy Advisor
PNC Bank
Advisor and partner to business owners and families in the articulation of their values and implementation of desired impact by layering tax efficiency with purpose-driven capital deployment.
New Member
Geoff A Long
Consulting Counsel
Holland & Knight
Corporate Attorney with extensive M&A and start-up experience. I have also worked as an unofficial outside GC to many clients.
New Member
Luis Chaves of Pangea Financial Group is a member of XPX Houston
Luis Chaves
LPL Financial Advisor
Pangea Financial Group
You want to improve the benefits package for your employees and save thousands of dollars
New Member
Don D. Ford
Managing Partner
Ford + Bergner LLP
At the office during the day.
New Member
Jack Chang of DGP Capital is a member of XPX Houston
Jack Chang
Managing Director
DGP Capital
You're a business owner, or know of a business owner, that needs an investment bank or M&A firm to manage the entire process of selling/buying a business or raising debt/equity financing.
New Member
Shelina Hawkins
Owner
Hawk INS Group, LLC
You need your Business Insurance quoted whether it's for a new venture or to reducing overhead expenses.
New Member
Kevin Davis of BNY Mellon is a member of XPX Houston
Kevin Davis
Sr Client Strategist
BNY Mellon
A client is experiencing a liquidity event and looking for comprehensive advice to support their overall financial health. (Wealth Management, Trust/Fiduciary Services, Lending, Private Banking and Family Office Services.)
New Member
James Hintz of HST Tax Advisory Group, LLLP is a member of XPX Houston
James Hintz
Managing Partner
HST Tax Advisory Group, LLLP
7156904039
New Member
Felipe Suarez of NOW CFO is a member of XPX Houston
Felipe S. Suarez
Market President
NOW CFO
“A well-prepared business gets more offers, and usually better offers, than does a less-prepared one. A well-prepared business also advances the sale more quickly. Chances are your business can be improved in ways that enhance a buyer’s confidence.
New Member
Michael Landers of UHY LLP is a member of XPX Houston
Michael K Landers
Partner
UHY LLP
You are in need of audit or transaction advisory services. I specialize in companies and transactions where there is either some clean-up or complex matters that need to be addressed.
New Member
Christine Hollinden of Hollinden Marketing Solutions, LLC is a member of XPX Houston
Christine M Hollinden
Principal
Hollinden Marketing Solutions, LLC
Companies are seeking growth strategy, marketing, and communications pre, during and post transaction
New Member
Brett Moyer of Moyer Lewis LLP is a member of XPX Houston
Brett McMahon Moyer
Partner
Moyer Lewis LLP
Providing legal counsel to privately held business owners in everything from startup to exit
New Member
John McKee of Encore Advisory Group is a member of XPX Houston
John A. McKee
Principal
Encore Advisory Group
Need help managing growth, and exit and transition planning.
New Member
Joe Corkin of Davis/Chambers & Company, LLC is a member of XPX Houston
Joe Corkin
Principal
Davis/Chambers & Company, LLC
You need a business valuation.
New Member
Kevin Foyteck of Stout is a member of XPX Houston
Kevin Foyteck
Vice President
Stout
A client needs a business valuation for gift/estate tax purposes, divorce, contemplated sale, or financial reporting. In addition, we can assist with investment banking, transaction advisory, and commercial real estate appraisal services.
New Member
Andrew Walker of Bernstein Private Wealth is a member of XPX Houston
Andrew L Walker
Vice President/Private Wealth Advisor
Bernstein Private Wealth
You or clients need customized wealth management advise and financial planning that protects and grows your wealth
New Member
Shelia Darby
Ms.
BizWorth
Anytime from 8 AM - 6 PM
New Member
Daniel Magill of ClearPath Results is a member of XPX Houston
Daniel Magill
CEO / Founder
ClearPath Results
Call me when you know a business leader who is frustrated and/or wants to: grow__stay ahead of the curve__level-up their leadership__ systemize how they run the company.
New Member
Gregory Kostiuk of StratEX Sales LLC is a member of XPX Houston
Gregory J Kostiuk
Founder / President
StratEX Sales LLC
You want to increase the value of your company by growing revenue in an efficient and scalable way.
New Member

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