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 50 Members
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.
Andrew Walker
Member for 3 years
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
Gregory Kostiuk
Member for 3 years
Founder / President
StratEX Sales LLC
Call me when... You want to increase the value of your company by growing revenue in an efficient and scalable way.
James Hintz
Member for 3 years
Managing Partner
HST Tax Advisory Group, LLLP
Call me when...
7156904039
John Walker
Member for 3 years
Managing Partner
Walker Law PC
Call me when... You have a buy or sell transaction you're considering.
Don Ford
Member for 3 years
Managing Partner
Ford + Bergner LLP
Call me when... at the office during the day.
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
John McKee
Member for 3 years
Managing Director
Glaucon Capital Partners
Call me when... Considering selling or raising capital for your company
Christine Hollinden
Member for 3 years
Principal
Hollinden Marketing Solutions, LLC
Call me when...
companies are seeking growth strategy, marketing, and communications pre, during and post transaction
Chris McCarty
Member for 3 years
EOS Implementer
Entrepreneurial Operating System (EOS)
Call me when... a founder-led leadership team has outgrown how they currently run the business and needs clarity, accountability, and traction.
Colleen Migl
Member for 3 years
Shareholder
Quadros Migl & Kilmer PLLC
Call me when... You need an attorney!
Alexander Brokhin
Member for 3 years
Founder
Imperial
Call me when... Accounting consulting, audit readiness, outsourced controllership
Ryan Seifert
Member for 3 years
CEO
Teric Technology LLC
Call me when... you want to enhance your company's performance, it's vital to enhance your technology approach, simplify procedures, and integrate cutting-edge reporting, automation, and AI solutions.
Geoff Long
Member for 3 years
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.
Daniel Russell
Member for 3 years
Partner
RSM US, LLP
Call me when... Private Companies - Passthrough - Closely Held - Middle Market
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.
Ray Fernandez
Member for 3 years
Founder
Harvest Point Advisory, LLC
Call me when... Wealth Management / Private Equity / Alternative Investments / Family Office
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.
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.
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.
Robert Latham
Member for 3 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.
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.
Rich Hall
Member for 2 years
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.
Max Cameau
Member for 2 years
Financial Advisor
Stifel Nicolaus & Company, Inc.
Call me when... 7138257698
