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 109 Members
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George Haytko
Member for 1 year
Owner
Haytko & Associates
Call me when... Fractional CFO since 1995, starting in Silicon Valley, now Nashville. Experienced with privately held companies in sales transactons - due diligence requests, preparation of financial statements, planning for the transaction.
Kevin Grady
Member for 6 months
Partner
SeatonHill LLP
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.
Jeremy Bisceglia CFP®
New Member
Vice President-Financial Advisor
Morgan Stanley
Call me when... When you are looking to form a team that can advise a business owner from a triggering event to an exit. My team can help a business from start up to IPO.
ASHLEY ARRINGTON
Member for 1 year
PERSONAL WEALTH ADVISOR
BIP WEALTH
Call me when... life happens! There is never a bad time to start planning for your financial future whether it be for your career, your children, your retirement or your legacy.
Vlad Jefferson
Member for 11 months
Vice President
MGG Investment Group LP
Call me when... Companies (family or sponsor owned) are seeking debt or pref equity capital
Meagan Chaffin
Member for 1 year
Founder & CEO
LUCA Solutions
Call me when... Business owner is ready to sell their business (M&A Intermediary)
Terrence Wittman
New Member
Financial Advisor
Iron Arrow Strategies
Call me when... You are Starting a Business, Thinking of Transitioning your Business and when you are selling your business and would like to defer Capital Gains Taxes!
Daniel Meek
Member for 1 year
Vice President
Gestalt Business Solutions, LLC
Call me when... an owner needs support executing and operating their business while they set the vision and direction, particularly when approaching their business for growth and to maximize value.
Erik Ginsberg
Member for 1 year
Managing Partner
Slate Capital Group
Call me when... you are considering partnering with an investor to help grow your business services company. We are private equity investors and have a lot of experience in business exit preparation and process.
Tatjana Paterno
Member for 1 year
Member
Bass Berry & Sims PLC
Call me when... You you are thinking about a deal, negotiating an LOI or have an LOI in place.
Stephen Sypek
Member for 10 months
Senior Vice President
Hudson Independent Partnerships
Call me when... you know of a home or field services company (currently focused on HVAC) who wants to sell in the next few years but doesn't know where to start. We will help them get their business in prime selling position and help them through the whole process.
Derek Church
Member for 1 year
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.
Matt McConnell
New Member
Senior Tax Manager
Aprio, LLC
Call me when... you are starting to think about exiting a business. There is no better time to start planning than now.
Andrew Barrett
New Member
SVP, Relationship Manager
Mountain Commerce Bank
Call me when... you need a banker who specializes in business and real estate finance.
Jack Eakin
Member for 2 years
Managing Director, Investment Banking
Pinnacle Capital Markets
Call me when... Investment Banking, predominately sell-side M&A advisory -- we work with owner operators on exit
Craig Stanley
Member for 1 year
Partner
Nextward Advisors, LLC.
Call me when... At NeXtward Advisors, we help business owners that are looking for an exit find suitable buyers.
Timothy Barrett
Member for 1 year
Entrepreneur
Timothy Barrett
Call me when... I am an EOS Implementer
Dave Patterson
Member for 1 year
Managing Director
A. Neumann & Associates
Call me when... SMB owners begin to consider the sale of their business.
Benjamin Cohen
New Member
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.
Matt Craine
Member for 2 years
Principal
Upside Growth 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.
Gary Aldridge
Member for 8 months
Owner
Aldridge Valuation Advisors, LLC
Call me when... you need to measure, grow, or sell business value.
Michael Pedrotti
Member for 7 months
VP
Deloitte
Call me when... I lead business development for Deloitte in Tennessee. I am primarily aligned to our tax practice but can support your clients and network relationship needs in any of our service areas such as audit, advisory, consulting, and M&A.
Tinsley Dempsey
Member for 2 years
VP of Development & Strategy
Sofer Advisors
Call me when... you are preparing for a sale, ownership transition, shareholder buyouts, or disputes
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