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 58 Members
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Michael Landers
Member for 2 years
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.
Max Cameau
Member for 1 year
Financial Advisor
Stifel Nicolaus & Company, Inc.
Call me when... 7138257698
Craig Bergez
Member for 1 year
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)
John Walker
Member for 2 years
Managing Partner
Walker Law PC
Call me when... You have a buy or sell transaction you're considering.
Don Ford
Member for 2 years
Managing Partner
Ford + Bergner LLP
Call me when... at the office during the day.
Felipe Suarez
Member for 2 years
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.
Shelina Hawkins
Member for 1 year
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.
Billy Bray
New Member
President
Outsourced Risk Managers
Call me when... You need volunteers to help, or with commercial insurance questions
Joe Corkin
Member for 1 year
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
New Member
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.
Robin Sturgis
Member for 8 months
CEO
infoFluency
Call me when... Visual analytics are needed for company growth or data room / due diligence
Lisa Guidry
Member for 7 months
CEO
ETI Professional Search
Call me when... Executive or Professional Search / Recruiting ; Consulting on Talent Acquisition/ Team and Board Build; Executive Coach
Anil Chandy
New Member
Senior Vice President / Senior Banking Advisor
Northern Trust
Call me when... you are planning to sell your business and need a proper investment/lending/estate & trust plan put into place.
Mostafa Aly
New Member
Managing Director
Cadence Bank
Call me when... A business need a line of credit secured by it's assets.
Rusty Smith
Member for 1 year
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.
Katherine Lacey
Member for 9 months
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.
Christopher Hatten
Member for 10 months
Director
PKF Texas
Call me when... Transactional assistance (QofE, Due Diligence, Tax Planning) that may be needed.
Will Bateman
Member for 1 year
Business Development
UHY
Call me when... You need transaction advisory or audit services.
Gary Jones
New Member
President
Exit Factor Houston NW
Call me when... Business Owners are seeking holistic Exit Planning and Value Growth tailored to their business and personal goals
Sean Barnes
New Member
President
WSS Solutions
Call me when... You are in need of Leadership Development and Management Consulting
Nathan Klatt
Member for 9 months
Managing Director
Rockport Partners
Call me when... Complex corporate valuation and business owner advisory on deals, buyouts, transfers of shares
Geoff Long
Member for 1 year
Partner
Daniels & Tredennick PLLC
Call me when... Corporate Attorney with extensive M&A and start-up experience. I have also worked as an unofficial outside GC to many clients.
Dustin Williamson
Member for 1 year
Managing Director
vcfo
Call me when... vcfo provides an integrated suite of finance, HR and recruiting support, including outsourcing and consulting solutions that improve operational performance and optimize productivity.
Austin Lortie
Member for 6 months
Director, M&A Services
Align Business Advisory
Call me when... If you know someone interested in selling there business in the next 5-7 years.
Doug Winnie
Member for 2 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
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