Members

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.

Showing 68 Members
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Michael Landers of UHY LLP is a member of XPX Houston
Michael K Landers
Partner
UHY LLP

Call Me When... 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.

Member for 1 Year
Wendy Ghormley
Senior Lender
Live Oak Bank

Call Me When... Merger and Acquisition and Owner Occupied Real Estate Finance

New Member
Joe Corkin of Davis/Chambers & Company, LLC is a member of XPX Houston
Joe Corkin
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.

Member for 1 Year
Jared Thomas Davis
Partner, Senior Wealth Adviser
Quotient Wealth Partners

Call Me When... liquidity events, financial planning, when to take business distributions, tax advice, retirement planning, investment management, estate planning

New Member
Tri Nguyen
President
Tri Nguyen Law Office PC

Call Me When... Transactional attorney focused on M&A, business, corporate, contracts, private placements, commercial real estate, and entity structuring.

New Member
Rusty Smith of EOS Worldwide is a member of XPX Houston
Rusty Smith
President
EOS Worldwide

Call Me When... Client needs greater clarity and focus, improved communication and alignment, increased accountability, improved decision-making, greater scalability and growth.

Member for 1 Year
Michael Thornton of APEX Management Partners LLC is a member of XPX Houston
Michael S Thornton
Managing Partner
APEX Management Partners LLC

Call Me When... A client is willing to review their customer & product (service) mix to increase profitability by two to four percent of revenue and be positioned for accelerated organic growth.

New Member
John Walker of Walker Law PC is a member of XPX Houston
John H. Walker
Managing Partner
Walker Law PC

Call Me When... You have a buy or sell transaction you're considering.

Member for 1 Year
Emily Schreiber of PNC Bank is a member of XPX Houston
Emily Schreiber
VP, Senior Philanthropy Advisor
PNC Bank

Call Me When... 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.

Member for 1 Year
Felipe Suarez of Financially Sound Solutions is a member of XPX Houston
Felipe S. Suarez
Managing Partner
Financially Sound Solutions

Call Me When... “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.

Member for 1 Year
Frank R. deVay
Managing Director
Chaffe & Associates, Investment Bankers

Call Me When... Needed

New Member
Shelina Hawkins of Hawk INS Group, LLC is a member of XPX Houston
Shelina Hawkins
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.

Member for 1 Year
Clay McKenna
Wealth Advisor
Private Bank at JPMorgan

Call Me When... you have Tax, Trust, Estates, etc. questions

New Member
Ray J Fernandez
CPA / PFS, CFP
Certified Public Accountant / Certified Financial Planner professional

Call Me When... Wealth Management / Private Equity / Alternative Investments / Family Office

New Member
Robert Latham of IBG / Altapraem M&A Advisors is a member of XPX Houston
Robert Latham
Managing Partner
IBG / Altapraem 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.

New Member
Christine Hollinden of Hollinden Marketing Solutions, LLC is a member of XPX Houston
Christine M Hollinden
Principal
Hollinden Marketing Solutions, LLC

Call Me When... companies are seeking growth strategy, marketing, and communications pre, during and post transaction

Member for 1 Year
Mason Brady
President
Brady CFO

Call Me When... Your clients need assistance in preparing for due diligence, stronger financial strategy and reporting, and raising capital.

New Member
William Wu
Principal
Expense Reduction Analysts

Call Me When... The client may be overpaying for products and services. We provide strategic cost advisory in over 50+ different cost categories and maximize the value of our clients' spend.

New Member
Joanne Ericksen
Founder
The Ericksen Law Firm PLLC

Call Me When... you need legal advice steeped in experience, transparency and integrity.

New Member
Mike Dowhan of Bedrock Sales Strategy LLC is a member of XPX Houston
Mike Dowhan
President and Founder
Bedrock Sales Strategy LLC

Call Me When... My mission is to provide sales strategy and leadership expertise to small and medium-businesses (SMB) resulting in long-term, sustainable revenue growth. I go beyond sales consulting by partnering with business owners and taking a hands-on approach.

Member for 1 Year
Andrew Walker of Bernstein Private Wealth is a member of XPX Houston
Andrew L Walker
Vice President/Private Wealth Advisor
Bernstein Private Wealth

Call Me When... you or clients need customized wealth management advise and financial planning that protects and grows your wealth

Member for 1 Year
Nikolay Gergov of Plains State Bank is a member of XPX Houston
Nikolay Gergov
Senior Vice President
Plains State Bank

Call Me When... you need a commercial lender and banker

New Member
Amy Polak
Co.Founder, Owner, Coach
Entre Results

Call Me When... you need help putting together a strategic plan, need accountability implementing your plan &/or when you and your team need training/coaching in various areas of your business.

New Member
Will Bateman
Business Development
UHY

Call Me When... You need transaction advisory or audit services.

New Member
Lisa Guidry
CEO
ETI Professional Search

Call Me When... Executive or Professional Search / Recruiting ; Consulting on Talent Acquisition/ Team and Board Build; Executive Coach

New Member

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