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 76 Members
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Lisa Guidry
Member for 11 months
CEO
ETI Professional Search
Call me when... Executive or Professional Search / Recruiting ; Consulting on Talent Acquisition/ Team and Board Build; Executive Coach
Rich Hall
Member for 1 year
Exit Planning Advisor
Rich Hall Group
Call me when... A business owner is ready for a transition but not sure of the right path to follow.
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.
Kim Petersen
Member for 7 months
Managing Director
Checchi Capital Advisers
Call me when... As Managing Director at Checchi Capital, Kim runs our Houston office and specializes in advising executives, business owners and ultra-high net worth individuals with wealth planning, philanthropic and credit strategies, and navigating transitions.
Steven Kesten
Member for 1 year
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.
Michael Thornton
Member for 1 year
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.
Jack Chang
Member for 2 years
Managing Director
DGP Capital
Call me when... 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 obtaining financing.
Christine Hollinden
Member for 2 years
Principal
Hollinden Marketing Solutions, LLC
Call me when... companies are seeking growth strategy, marketing, and communications pre, during and post transaction
Will Bateman
Member for 1 year
Business Development
UHY
Call me when... You need transaction advisory or audit services.
David Velez
Member for 1 year
FVP, SBA Lending
44 Business Capital- A Division of Berkshire Bank
Call me when... you need an SBA Expert who can do deals nationwide. We are a top 20 SBA Lender Nationwide
Spencer Collins
Member for 1 year
Private Wealth Advisor
Goldman Sachs
Call me when... you anticipate realizing a liquidity in the next 24 months.
Nancy Cailleteau Mills
Member for 1 year
Business Transition Advisor
Lowenberg Consulting Group LLC
Call me when... A business owner or stakeholder wants to learn how to learn how to transition their business when they want, to whom they choose, for the money they need. We can engage companies in any country with at least 25 employees and $1 mil. profit.
Johanna Watson
New Member
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.
Luis Chaves
Member for 1 year
LPL Financial Advisor
Pangea Financial Group
Call me when... you want to improve the benefits package for your employees and save thousands of dollars
Rich Rector
Member for 1 year
SVP, Middle Market Banking
Veritex Bank
Call me when... Equipment, working capital or acquisition funding; relationship banking
Samuel Diaz
Member for 1 year
Coach
Excellence Attained, LLC
Call me when... when you aren't getting what you want from your business.
David Tolson
New Member
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.
Steven Novotny
New Member
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
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Amy Holmes
Member for 1 year
Attorney
Goodrow Holmes, PLLC dba Goodbiz.Law
Call me when... I represent buyers and sellers of businesses - guiding owners and investors before, during and following transactions.
Robin Sturgis
Member for 11 months
CEO
infoFluency
Call me when... Visual analytics are needed for company growth or data room / due diligence
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