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 76 Members
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Larry Felts of 4focusLLC is a member of XPX Nashville
Larry W. Felts
Managing Member

Call Me When... you are looking for someone to build a collaborative team to assist an owner in strategic activities to build and more attractive and valuable business, or to assist in the sell side diligence support for a transaction.

New Member
Wes Scott of Epstein Beck Green, P.C. is a member of XPX Nashville
Wes Scott
Epstein Beck Green, P.C.

Call Me When... you want peace of mind while buying or selling a business.

New Member
Heidi Phillips of Fourth Capital Bank is a member of XPX Nashville
Heidi Phillips
VP Commercial & Private Banking RM
ServisFirst Bank

Call Me When... clients would like an advisor and partner in their banking. I am able to help with their lending needs; everything from office space, equipment, partner buy in/buy outs, and everything in between. I also specialize in cash mngmt. Value add so impt

Member for 1 Year
Josh Briggs
Financial Advisor
TBH Advisors.

Call Me When... I has over 24 years of investment experience and have started several successful businesses. Due to this experience I can offer not only wealth planning but also business strategies

New Member
Douglas Song
Managing Partner
Prodos Capital LLC

Call Me When... Private Equity / Elegant Exits for Owners

Member for 1 Year
Matt Craine of MSouth Equity Partners is a member of XPX Nashville
Matt Craine
Vice President
MSouth Equity Partners

Call Me When... I'm a Southern-based, private equity investor and advisor with experience in healthcare, business services, niche manufacturing, specialty distribution, & financial services.

Member for 1 Year
Nancy W Stabell
Managing Member
Wood Stabell Law Group, PLLC

Call Me When... Lower Middle Market Exit Opportunties

New Member
Shea Wood
SVP - SBA Business Development Officer
United Community Bank

Call Me When... You need financing for your business.

New Member
Ben Todd of 4focus, LLC is a member of XPX Nashville
Ben Todd
Managing Director
4focus, LLC

Call Me When... We'd love to help when the obvious need for a fractional CFO services arise or more specifically when friends are having difficulty in obtaining timely, relevant, and accurate financial information.

New Member
Rob Breunig of Adams and Reese LLP is a member of XPX Nashville
Rob Breunig
Adams and Reese LLP

Call Me When... you need a corporate or M&A attorney

New Member
Matt Matthews of Regions Bank is a member of XPX Nashville
Matt Matthews
SBA Lender
Regions Bank

Call Me When... you need to buy a business/buy out a partner or finance owner occupied commercial real estate above the SBA 7a loan limits (at more attractive terms).

New Member
David Zickler of Brown Brothers Harriman is a member of XPX Nashville
David Zickler
VP - Corporate Advisory
Brown Brothers Harriman

Call Me When... A private business is seeking capital or corporate finance advice

Member for 1 Year
Reed Kelly
Senior Advisor
Viking Mergers and Acquisitions

Call Me When... We are a privately held M&A firm headquartered in Charlotte NC with offices in 13 cities across the SE, including Nashville TN where I am located. Our firm specializes in providing comprehensive business acquisition services.

New Member
William Crenshaw
Grow Solutions LLC

Call Me When... the sale or purchase of a privately held asset is being contemplated.

New Member
Michael Balstad of Bizleavable LLC is a member of XPX Nashville
Michael Balstad
Bizleavable LLC

Call Me When... You've had the "a-ha" moment realizing that one day you'll move on from your business, and don't know where to begin - We'll get you on track!.

New Member
Tatjana Paterno
Bass Berry & Sims PLC

Call Me When... You you are thinking about a deal, negotiating an LOI or have an LOI in place.

New Member
Lisa Bashinsky

Call Me When... you need legal advice in connection with the purchase or sale of a business.

New Member
Brian Adams of Polsinelli PC is a member of XPX Nashville
Brian Adams
Corporate & Transactional Attorney
Polsinelli PC

Call Me When... In need of corporate and transactional advisory services

Member for 1 Year
Mason Porritt of BIP Wealth is a member of XPX Nashville,
Mason Porritt
Personal Wealth Advisor
BIP Wealth

Call Me When... you need specialized financial guidance, investment strategies, or estate planning solutions for a client particularly in the context of exit planning and business transitions... Especially when privately backed.

New Member
Lisa Kaufman of Dinan Capital Advisors is a member of XPX Nashville
Lisa Kaufman
Managing Director
Dinan Capital Advisors

Call Me When... you have a question regarding the way to maximize the outcome of a founder's exit, including how to value the company, family/exit considerations, how to prepare a company for sale and the best process to meet clients' objectives.

New Member
Erik Ginsberg
Managing Partner
Slate Capital Group

Call Me When... I am a private equity investor, acquiring business service companies. I have a lot of expertise around the business exit preparation and process.

New Member
James Bertram of Baynes Investment Council is a member of XPX Nashville
James Bertram
Wealth Advisor, CEPA
Baynes Investment Council

Call Me When... anytime

New Member
Shelby Allmon of NOW CFO is a member of XPX Nashville
Shelby Allmon
Market President

Call Me When... Operational Accounting needs

Member for 1 Year
Stacy Deru of 414 Capital is a member of XPX Nashville
Stacy Deru
Client Development Director
414 Capital

Call Me When... an accurate value is needed for a transaction, including tax, estate, exits/sales, and compliance

New Member
Megan Ganschow of Regions Bank is a member of XPX Nashville
Megan Ganschow
Private Wealth Advisor
Regions 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.

New Member

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