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.
Member Directory
Showing 86 members
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Kelly Ennis
Member for 1 Year
CEO
The Verve Partnership
You need a full Office/Workplace Strategey this includes: Real Esate Analysis, Organizational Culture Analysis as it pertains to how your employees work, interact and engage and a full Brand Analysis relating to Who you Are/What you Do/Why you Matter
Ronald L Wilson
Member for 2 Years
Pres.
Entrepid, Inc.
Your CPA says you made a profit last year, but you never have enough in the checking account.
Shelley J. Lombardo
Member for 9 Years
Chief Operating Officer
Evergreen Advisors
Client has a challenge on the Corporate Finance portion of their business.
Augusto J. Martinez
Member for 2 Years
Managing Director
Freedom Strategy
You need CFO/COO services to improve cash flow, obtain bank loans, grow profitably, plan strategically, or prepare a business to sell and manage the process; maximizing price and minimizing deductions at the time of due diligence.
Leonard J Miller
Member for 6 Years
President and CEO
Leonard J. Miller & Associates, Chartered
You are looking for creativity and the ability to provide proactive advice. Our goal is to identify our clients' needs before they do.
Anabel Quintero
Member for 1 Year
Asset & Wealth Management
MV Financial
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.
D. Michael Reid
Member for 9 Years
Director
Expense Reduction Analysts
A client needs to improve their bottom line in order to increase the value of their company.
Larry J Holmes
Member for 8 Years
Managing Director
Columbia Consulting Group
Your organization has a need for talented management executives and/or difficult to recruit positions. We recruit individuals "not looking for a job" which are usually the top successful people.
Michael Shore
Member for 3 Years
PNC Bank
Your client wants to enhance its closely held company's value in a ramp up to an exit or if an exit is on the horizon.
Steven Plumlee
Member for 4 Years
CEO
Certified CIO
You have a client who is looking to have their computer infrastructure and applications better aligned with their business which results in more productivity and less downtime.
Justin W Sandridge
Member for 5 Years
Business Broker
Murphy Business & Financial Corporation
Call me when you begin thinking about selling your business.
John Baier
Member for 3 Years
SVP SBA Lending
EagleBank
To find out information on use of SBA loans or conventional small business loans for in expansion projects, and business acquisitions.
Ed Von Lange
Member for 3 Years
Vice President
Wealthspire Advisors
You want a fiduciary who has your best interest in mind and will guide you in making prudent financial decisions for your business or yourself!
Michael Zuidema
Member for 3 Years
Managing Director
Chesapeake Corporate Advisors
Valuation, Exit/ Succession Planning, M&A Advisory, Sell-side representation, capital strategy, capital raise, management buyout
Mario Zumbo
New Member
Founder & President
Preserve Private Wealth
You have a business owner or entrepreneur who needs a comprehensive wealth advisor to quarterback their financial life before, during or after a liquidity event.
Mark Sauder
Member for 6 Years
Wealth Management Advisor
Merrill Lynch
Merrill Lynch or Bank of America may be of value or service.
Jeffrey T. Agnor
Member for 6 Years
Attorney
Davis Agnor Rapaport & Skalny
"If you are starting a business, own a business, or are looking to sell a business; I enjoy working with clients in all phases of their business life, from start-up through acquisition."
Stuart Welsh
Member for 8 Years
President
EGT Advisors
You have a client that has been approached by a buyer or who wants a deeper dive into the exit options. My CFO background also serves clients interested in growing and building business value.
Robert D. Kalinoski
Member for 8 Years
Attorney
Kalinoski & Riordan, P.A.
You have an issue involving business or corporate law, tax,estate planning or estate administration, business growth or business succession planning.
Edward Rothstein
Member for 1 Year
Partner
Newport LLC
Fractional C-Suite opportunities, Strategic development and leadership opportunities, board positions, GovCon business development
Scott T. Bass
Member for 9 Years
Managing Director
Bengur Bryan & Co., Inc.
You need merger and acquisition advice, private placements of equity and debt, and financial advisory services including valuations, fairness opinions and restructuring advice
Mark Gaffin
Member for 8 Years
Managing Partner
The Gaffin Group
In need of robust, strategy-linked organic and inorganic growth opportunities - end to end M&A from search to screen, from structuring to close, to post-merger integration.
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