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 86 Members
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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
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.
Shaun Eddy
Member for 8 years
Owner & CEO
Oxford Planning Group, LLC
Call me when... Oxford Planning Group, LLC provides solutions to help simplify our clients financial lives. We provide financial planning and investment planning advice to individuals, families and businesses.
Greg Stone
Member for 2 years
Patent and General Intellectual Property Attorney
Whiteford, Taylor & Preston, LLP
Call me when... your clients have created new products, services, or branding that should be protected against copying by third parties, and when they need to maximize valuation of intellectual property assets for an upcoming exit
Brian Taylor
Member for 6 years
Vice President Commercial Banking
Sandy Spring Bank
Call me when... you need individualized financing solutions in the middle market that include; real estate acquisitions, equipment purchases, business acquisitions, inventory management and working capital solutions.
Craig Decker
Member for 3 years
Managing Director – Client Advisor
Alex. Brown
Call me when... When an owner is within two to three years of monetizing part or all of the business or looking for a growth partner to help carry the load.
Timothy Lorber
Member for 1 year
CFO
Timothy J. Lorber, CPA
Call me when... Business consultant and fractional CFO to businesses in transition
Patrick Guthrie
Member for 1 year
Director, Valuation Services
Evergreen Advisors LLC
Call me when... a valuation of business or interest in a business is needed for estate planning, financial reporting or management planning.
Dan Flynn
Member for 1 year
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
Mike Cammarata
Member for 1 year
Partner, CFP
Tide Creek Financial Group
Call me when... You are a business owner or high net worth individual who is looking for comprehensive financial planning.
Abimbola Audena
Member for 3 years
Managing Partner
MBA Growth Partners
Call me when... You need business or legal consultation
Michael Singer
Member for 5 years
Co-Founder & Partner
Singer Damareck Real Estate
Call me when... Consultative real estate brokerage for small business and midsized enterprises
Abby Holmes
New Member
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.
Erik Moore
Member for 6 years
Partner & Director of Investment Strategy
Moore Wealth Inc.
Call me when... A client needs help structuring their business and personal finances to keep the most money in their pocket.
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.
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.
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Frank Jones
New Member
Partner
Whiteford Law
Call me when... you need a legal advisor to provide strategic advice to help you succeed, grow and ultimately pass on or realize the value of your business
Dennis Buck
Member for 2 years
Managing Director
Grant Point Group
Call me when... You or your client needs help with M&A.
Chris Marasco
Member for 9 years
Senior Vice President
Sandy Spring Bank
Call me when... When you want a banker and bank that provides custom lending & deposit solutions and sound advice on how to structure and utilize those solutions effectively and efficiently.
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.
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.
Michael Shaw
Member for 6 years
Managing Partner
The Shaw Law Group, LLC
Call me when... you learn of a financial advisory firm/professional in need of legal advice on an acquistion/sale, SEC/FINRA/CFP Board investigation, complyiing wtih a new regulation, or an employment issue.
Brian MacMillan
Member for 9 years
Managing Director M&A
Baltimore Washington Financial Advisors
Call me when... you or your client is interested in buying or selling a business.
Mimi Schwarz
Member for 8 years
President
Your Daily Finances, LLC
Call me when... You or a client want to place the accounting and bookkeeping in the hands of a professional you can trust
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