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 87 Members
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Anabel Quintero
Member for 3 years
Asset & Wealth Management
MV Financial
Call me when... you want an independent asset & wealth management firm and fiduciary that is data driven and offers conflict-free advice for investors that demand a higher standard. We act in your best interests all the time, not just some of the time.
Margaret Wilson
Member for 5 years
Principal
Tandem Partners
Call me when... A family owned company wants to begin talking about succession planning and the future of the family enterprise and doesn't know how to begin the conversation
Duncan Brooks
Member for 2 years
Producer
Alliant Insurance Services, Inc.
Call me when... Clients have issues with their insurance programs
Tom Hagigh
Member for 3 years
CFP®, CEPA® - Financial Advisor
EPE Wealth Advisors
Call me when... You need an experienced CERTIFIED FINANCIAL PLANNER™ and CEPA® to collaborate with the exit planning team for your business.
Timothy Ward
Member for 11 years
Director
KatzAbosch
Call me when... You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.
Edward Kidner
Member for 7 years
Partner
Davis, Agnor, Rapaport & Skalny
Call me when... Any time you have a tax, legal, M & A or estate planning need.
Dan Flynn
Member for 2 years
Director of Development, Marketing & Communications
Community Foundation of Howard County
Call me when... your client needs is interested in philanthropy, needs information on charitable giving and/or wants to leave a legacy in the community
John Baier
Member for 5 years
SVP SBA Lending
EagleBank
Call me when... To find out information on use of SBA loans or conventional small business loans for in expansion projects, and business acquisitions.
Scott Breza
Member for 1 year
Managing Partner
Breza & Associates, LLC
Call me when... a small business owner is contemplating a transaction
Mac Winchester
New Member
Senior Director - SMB Advisory
Principal Asset Management
Call me when... needed
Kimberly Prescott
Member for 6 years
President
Prescott HR
Call me when... you have a client or prospect that has employees.
Augusto Martinez
Member for 4 years
Principal
Freedom Strategy
Call me when... You need fractional CFO/COO services, implementation of metrics-based compensation, preparing a business to sell, or M&A advisory.
Abby Holmes
Member for 6 months
Managing Director, Wealth Advisor
Cresset Capital
Call me when... you need a CFP, CEPA to support business owners 1 - 2 years pre-liquidity and who is interested in a fiduciary family office advisor.
Greg Boucher
Member for 12 years
BANKER
CrossCountry Mortgage
Call me when... Home or investment property income is a consideration for growth equity or when as an HR advisor or benefits manager, you would like to provide discounts on mortgages for employees.
Jeff Kordela
Member for 6 years
Owner - Managing Director
Supporting Strategies
Call me when... You need an accountant who provides information to support your decision-making, or your bookkeeping consumes too much of your time, or you've outgrown your current controller's capabilities.
Edward Rothstein
Member for 3 years
Partner
Newport LLC
Call me when... Fractional C-Suite opportunities, Strategic development and leadership opportunities, board positions, GovCon business development
David Kuzma
Member for 6 years
Private Family Advisor
Aquilo Private Wealth Advisors
Call me when... Your Client needs to plan on how to integrate their business, financial and personal life to achieve a life of purpose and want to make the world a better place.
Clarke Langrall
Member for 9 years
President
Forecast Strategic Advisors
Call me when... An owner needs an "architect" who creates "blueprints" that allow for an owner to gain the correct set of priorities and bring the correct advisors to achieve a successful exit
Scott Osborn
Member for 9 years
Attorney
Davis, Agnor Rapaport & Skalny, LLC
Call me when... clients need experienced counsel with business succession planning and mergers and acquisitions.
Glenn Solomon
Member for 8 years
Principal
Offit Kurman, P. A.
Call me when... you need a business lawyer to represent you in the transition, sale or purchase of a business who will act to protect your interests and as a facilitator to get the deal done, not as an obstructionist
Paul Khazansky
Member for 1 year
Principal
Cascade Capital
Call me when... Background in finance and commercial real estate, including development and bridge-lending. Avid passive real estate investor.
Pat Isaac
Member for 11 years
CEO
Capital Services, Inc.
Call me when... We have helped thousands of organizations transition successfully through our Mergers & Acquisitions du-diligence process. Our Human Capital division is well known and respected.
Edwards Holliday
Member for 11 years
President
Atlantic Leadership Group
Call me when... Results through forward-thinking creativity and strategy for transitions/succession, practice management/growth, leadership development and productivity improvement.
Philippe Lerner
Member for 11 years
President
PL Consulting Bookkeeping Plus
Call me when... PL Consulting is a team of Full Time and Part Time highly trained bookkeepers who serve as the bookkeeping and live accounting arm for small businesses and CPA firms across the MD/DC/No. VA region.
