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 106 Members
Nancy Stabell
Member for 2 years
Managing Member
Wood Stabell Law Group, PLLC
Call me when... Lower Middle Market Exit Opportunties
Natalie Vantrease
New Member
Of Counsel
Prosser & Johnson
Call me when... you have investment related legal disputes (both on the customer or financial advisor side) as well as employment or regulatory disputes for stockbrokers/investment advisors.
Casey Riggs
Member for 1 year
Member
Riggs Davie PLC
Call me when... you need a lawyer for an M&A transaction
Mike Prokop
Member for 2 years
Financial Planner/VP of Sales
Strategic Financial Partners
Call me when... We work with clients on pre and post transaction planning.
Charles Goldberg
Member for 10 months
Attorney
Baker, Donelson, Bearman, Caldwell & Berkowitz
Call me when... you have legal needs for tax, business and/or estate planning
Tinsley Dempsey
Member for 3 years
VP of Development & Strategy
Sofer Advisors
Call me when... you are preparing for a sale, ownership transition, shareholder buyouts, or disputes
Colin Price
New Member
Founder
Pinebrook Legacy
Call me when... a friend or client wants to sell their business to a local owner/operator.
McLean Hudson
Member for 9 months
Principal
Radnor Lake Capital
Call me when... A small business owner wants a read on how a a LMM-focused investors thinks about their valuation / exit opportunities or how to maximize value at exit.
Mindy Gayer
Member for 2 years
Vice President Business Development
Greenwich Capital Group
Call me when... your client is looking to sell their company or take chips off the table. We are a middle market investment bank advising private family owned businesses on selling their business, capital raising, ESOP and other advisory services.
Matt Matthews
Member for 2 years
SBA Lender
Old National Bank
Call me when... you want a low fixed rate on sba loans for business acquisitions, real estate, partner buy outs, etc.
Andrew Barrett
Member for 11 months
SVP, Relationship Manager
Mountain Commerce Bank
Call me when... you need a banker who specializes in business and real estate finance.
Elise Cambournac
Member for 6 months
Founder
The Catalyst Multiplier
Call me when... you're thinking about scaling your culture, strengthening your leadership team, or simply building deeper engagement across your organization
Jason Rappoport
Member for 1 year
Director of Business Development
NOW CFO
Call me when... you're in need of first-rate fractional CFO and Controller services.
Leah Veloce
Member for 2 years
Owner
Outsourced Accounting Solutions
Call me when... Accurate financial data is needed to analyze true profit for current past and future planning
Chris Godwin
Member for 1 year
Partner
Highland Rim Capital
Call me when... a business owner is looking to sell and wants to maintain the legacy, culture and employee base of the business.
Traci Barrett
Member for 2 years
President & Co-Founder
Navigate the Journey
Call me when... you have a client that is looking for clarity and confidence on their next chapter in life, especially if they are considering selling their business and do not know what to do post-sale.
Kevin Grady
Member for 1 year
Self
Self
Call me when... Always available on a no-charge basis to discuss options when significant change is desired or required for either Financial or Operational challenges.
Chris Albert
Member for 1 year
Director of Business Development
Clarity Family Office
Call me when... an individual or business owner with an entrepreneurial mind set is needing ideas and consultation to significantly reduce their taxes, protect their assets, transfer wealth and grow generational wealth.
Megan Ganschow
Member for 2 years
Private Wealth Advisor
Smart Bank
Call me when... You are looking for someone to provide you with a comprehensive approach to your wealth planning that includes trust and estate plans, investments, business succession plans, banking and credit needs, and tax planning.
Christopher Tasik
New Member
Wealth Manager/Financial Planner
Tasik Financial Strategies
Call me when... need a financial planner who works with your whole team—law, tax, and business—to make exits smoother and preserve our clients wealth.
Derek Church
Member for 2 years
President & COO
Pendleton Square Trust Company, LLC
Call me when... you are considering using a trust pre or post liquidity for tax, asset protection, or other reasons.
Doug Gray
New Member
CEO, Founder
Action Learning Associates
Call me when... you need a business psychologist to assess leaders, succession, emotional conflicts, or mediate conflicts
Kerri Poe
Member for 1 year
Structured Annuity Specialist
Arcadia
Call me when... a seller wants to minimize taxes and create a guaranteed income stream.
Benjamin Cohen
Member for 11 months
Director - M&A
20/20 Capital Advisory Group
Call me when... You have a business owner who would like to explore strategic options like a sale, capital raise, or to take chips off the table.
