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

Vice President, Business Development
Atlantic Data Forensics

There is an issue regarding the integrity of data, theft of intellectual property, when civil or criminal litigation is a possibility, and M&A requires IT security due diligence.

Wealth Planner
LPL Financial

You need planning that incorporates your business and personal considerations in a way that combines the best of personal services and the newest innovations.

Member
Gordon Feinblatt LLC

Before you raise capital or sign any contract.

First Vice President
Truist

A Growing Operating Business is in need of a Commercial Banking Partner.

Sr. Accountant
Gross Mendelsohn

You need accounting, tax or litigation support expertise.

Vice President Commercial Banking
Sandy Spring Bank

You need individualized financing solutions in the middle market that include; real estate acquisitions, equipment purchases, business acquisitions, inventory management and working capital solutions.

Director
Expense Reduction Analysts

A client needs to improve their bottom line in order to increase the value of their company.

Director, Technical Applications
BullFrog A.I. Holdings, Inc.

Strategic advising/portfolio development in biomedicine and digital health

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.

Managing Director
Tucker & Meltzer

A business valuation or financial opinion is needed

President
Forecast Strategic Advisors

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

Attorney
Niles, Barton & Wilmer, LLP

Your clients anticipate a business succession or liquidity event because both significantly impact estate, trust, and asset transition planning.

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.

Principal and Chair of Business and Transactions Practice
Offit Kurman, PA

A CLOSELY-HELD OR ENTREPRENEURIAL DRIVEN COMPANY IS SEEKING PRACTICAL GUIDANCE FROM THE BUSINESS AND LEGAL PERSPECTIVE.

President
PL Consulting Bookkeeping Plus

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.

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.

Vice President, Head of Office (Baltimore)
Goldman Sachs Personal Financial Management

You're ready to have an Honest Conversation(r) about your financial life

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.

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.

Senior Vice President
Sandy Spring Bank

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.

Financial Advisor
M.A.Case & Associates, Northwestern Mutual

Your clients are moving into higher tax brackets and looking to retain, spend or pass on more of their wealth; scaling or planning to exit businesses which rely on partners or other key personnel; expecting a liquidity event.

Pres.
Entrepid, Inc.

Your CPA says you made a profit last year, but you never have enough in the checking account.

President
Brand3

...when you have a client who needs a brand marketing strategy at any stage of business. Specialize in providing a fast, cost effective way to refresh their brand image and message.

Vice President
First National Bank . Small Business Finance

SBA Financing . For Business Acquisitions . Expansions . Debt Restructuring . Equipment

Principal
Offit Kurman, P. A.

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

Managing Partner
MBA Growth Partners

You need business or legal consultation

Wealth Management Advisor
Merrill

Merrill or Bank of America may be of value or service.

Vice President
N/A

Your client is looking to put more in their pocket and less in the IRS'. Our firm focuses on helping clients climb the mountain of tax efficiency on their assets during pre and post retirement.

President
Strategic Sales Solutions, LLC

A business owner needs help to scale their revenue by building a sales process, sales infrastructure and sales strategy with the right sales leadership.

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.

Principal
Tandem Partners

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

CEO Attorney Mediator
Baltimore Mediation
Financial Advisor
Morgan Stanley

When you need someone to quarterback the client's exit planning and value acceleration process and coordinate between all parties (Client, Attorney, CPA, Banker, Broker, etc.)

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.

Partner
B2B CFO

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.

Whiteford, Taylor & Preston, LLP
Founder & CEO
Cerebro Capital

A company is looking to source or refinance a corporate loan. My tech company offers an online platform to access over 70+ lenders, run a streamlined RFP process and manage loan compliance.

Lead Advisor & Director of Investment Strategy
Moore Wealth Inc.

A client needs help structuring their business and personal finances to keep the most money in their pocket.

Managing Director
Chesapeake Corporate Advisors

Valuation, Exit/ Succession Planning, M&A Advisory, Sell-side representation, capital strategy, capital raise, management buyout

Private Family Advisor
Aquilo Private Wealth Advisors

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.

President & CMO
Incite Creative

You or your clients are in need of CMO or senior marketing leadership help increasing brand value via brand messaging, identity, and/or communicating brand value via qualitative and quantitative analytics and other KPIs.

Partner
Davis, Agnor, Rapaport & Skalny

Any time you have a tax, legal, M & A or estate planning need.

Attorney
Saul Ewing Arnstein & Lehr LLP

Clients need help structuring a transition

CEO, Principal and Managing Director
Blue Ridge ESOP Associates

When a company needs a third party administrator for their ESOP and/or 401k retirement plan or guidance on implementing an ESOP.

Managing Director, Partner
Verdence Capital Advisors

Verdence Capital Advisors is a planning based RIA uniquely focused the allocation and transfer of first and second generation wealth.

Commercial Banking Group
Sandy Spring Bank

Any business or person is interested in buying or selling a business or real estate

President
Atlantic Leadership Group

Results through forward-thinking creativity and strategy for transitions/succession, practice management/growth, leadership development and productivity improvement.

Attorney
Davis, Agnor, Rapaport & Skalny, LLC

You want an attorney who speaks business.

Vice President
Computer Services Unlimited, Inc. (CSU)

You need a network or cyber security assessment and support to make sure your IT infrastructure aligns with your business needs.

Manager
RS&F, LLC

Call me before you are considering selling your company, merging with another company or acquiring a company to discuss options and if you are ready.

Mr.
Adelberg, Rudow, Dorf & Hendler, LLC

You are in need of business counsel with transaction, tax and business questions.

Vice President, Sales, Baltimore Region
Hartman Executive Advisors

Hartman works with executive management to align innovative IT solutions with overall business strategy. We are an independent technology advisory firm providing unbiased guidance and leadership.

Partner
Newport LLC

Fractional C-Suite opportunities, Strategic development and leadership opportunities, board positions, GovCon business development

CFO
Capital Services, Inc.

At Capital Services, we provide our clients with unparalleled HR Consulting expertise with the goal of creating a "best-in-class" HR infrastructure to allow you to accomplish your goals and objectives

Principal Consultant
Prescott HR

You have a client or prospect that has employees.

President
E3Insights

Your company is in need of executive level support in the area of accounting, IT, or operations. As your company goes through a period of rapid growth or change, we can provide the part-time support needed without the full-time commitment.

President
Your Daily Finances, LLC

You or a client want to place the accounting and bookkeeping in the hands of a professional you can trust

CEO
HUMANS AT WORK

You have a pre-divestiture CEO/owner client who needs personal coaching to effectively lead the implementation of an exit strategy, or a post-sale CEO/owner client who needs help cultural integration

Director
KatzAbosch

You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.

Attorney
Davis, Agnor Rapaport & Skalny, LLC

Clients need experienced counsel with business succession planning and mergers and acquisitions.

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

Financial Advisor
Griffin Wealth Management of Raymond James

We help privately held business owners looking to grow or transfer their busines, access the Capital Markets and meet their Financial Planning and Insurance needs.

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."

Strat-Wealth

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!

Managing Member
Steiner Law Group, LLC

A business has unmanageable debt and a bankruptcy or receivership may be the best exit strategy.

Chief Operating Officer
Evergreen Advisors

Client has a challenge on the Corporate Finance portion of their business.

Partner
Niles, Barton & Wilmer, LLP

You need assistance with a transactional, employment, or regulatory compliance matter.

Sr Fin Adv
Arthur Stein Financial

You want to improve your decision-making, communication, and conflict-resolution with your business partner (or successor or prospective partner)

Owner & CEO
Oxford Planning Group, LLC

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.

Director, Business Valuation and Litigation Services
Gorfine Schiller & Gardyn

You need to know what all or part of your business or someone else's business is worth, whether you're buying, selling, complying with financial- or tax- compliance reporting requirements

Business Broker
Murphy Business & Financial Corporation

Call me when you begin thinking about selling your business.

Owner - Managing Director
Supporting Strategies - Chesapeake Region

You need bookkeeping, payroll, and Controller services on an outsourced basis.

Executive Managing Director
Newmark Knight Frank

You want to optimize either the occupancy cost or operational layout of your physical facilities in order improve the profitability of your company.

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.

Managing Director M&A
Baltimore Washington Financial Advisors

You or your client is interested in buying or selling a business.

President/Managing General Partner
Heller Kowitz Insurance Advisors
SVP, SR Relationship Manager
Firstrust Bank

Your business owner needs assistance in managing their financial needs with a bank.

Tax Manager
Katzabosch

You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.

Accountant
BDO USA, LLP

You are looking for assistance with business valuation, forensic consulting, or expert witness services.

CEO
The Van Sant Consulting Group Sandler Training

When you are looking for help with sales, management issues, hiring, and when you need a change of outlook

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