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
Kelly EnnisMember for 1 Year
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 WilsonMember for 2 Years
Your CPA says you made a profit last year, but you never have enough in the checking account.
Shelley J. LombardoMember for 9 Years
Chief Operating Officer
Client has a challenge on the Corporate Finance portion of their business.
Dan KaplanMember for 1 Year
Confident Communicators, LLC
Augusto J. MartinezMember for 2 Years
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 MillerMember 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.
Steven HellerMember for 6 Years
President/Managing General Partner
Heller Kowitz Insurance Advisors
Anabel QuinteroMember for 1 Year
Asset & Wealth Management
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 ReidMember for 9 Years
Expense Reduction Analysts
A client needs to improve their bottom line in order to increase the value of their company.
Larry J HolmesMember for 8 Years
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 ShoreMember for 3 Years
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 PlumleeMember for 4 Years
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 SandridgeMember for 5 Years
Murphy Business & Financial Corporation
Call me when you begin thinking about selling your business.
John BaierMember for 3 Years
SVP SBA Lending
To find out information on use of SBA loans or conventional small business loans for in expansion projects, and business acquisitions.
Ed Von LangeMember for 3 Years
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 ZuidemaMember for 3 Years
Chesapeake Corporate Advisors
Valuation, Exit/ Succession Planning, M&A Advisory, Sell-side representation, capital strategy, capital raise, management buyout
Mario ZumboNew 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.
Jamie WaldrenMember for 8 Years
Wells Fargo Advisors
Meetings are cancelled
Mark SauderMember for 6 Years
Wealth Management Advisor
Merrill Lynch or Bank of America may be of value or service.
Jeffrey T. AgnorMember for 6 Years
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 WelshMember for 8 Years
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. KalinoskiMember for 8 Years
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 RothsteinMember for 1 Year
Fractional C-Suite opportunities, Strategic development and leadership opportunities, board positions, GovCon business development
Scott T. BassMember for 9 Years
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 GaffinMember for 8 Years
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.