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 114 Members
David Mayer
Member for 1 year
Partner
Thompson Burton PLLC
Call me when... families are considering exit planning and want estate planning strategies in conjunction with their exit
Reed Kelly
Member for 2 years
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.
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.
Lisa Roach
Member for 2 years
Corporate Banker, SVP
Old National Bank
Call me when... Versatile, multi-faceted sales executive of diverse experience in retail and commercial banking. I bring a unique skillset that address change management along with banking services.
Patrick Neuman
Member for 2 years
Owner / Investor
Inside Brand Development
Call me when... I am a self funded investor out of Brentwood, TN. Interested in service and product based businesses with $350K-$2M in SDE/EBITDA. I have owned multiple businesses in the past (product manufacturing & multiple startups).
Frank Williamson
Member for 1 year
Managing Partner / Founder
Oaklyn Consulting
Call me when... you're working with an organization that needs investment banking help and feels frustrated by not getting the service they want
Mark Patterson
Member for 2 years
Principal
Baker Tilly Advisory Group, LLC
Call me when... Due diligence (Quality of Earnings), structuring transactions for minimum tax impact, international tax issues, valuation, IT due diligence
Wade Privett
Member for 2 years
Business Development Officer
Sonata Bank
Call me when... Community Banking, Premium Finance Life Insurance, Business Treasury Services, Business and Personal Deposit and Lending
David Lister
Member for 1 year
Tax Partner | Private Client Services
Aprio
Call me when... you need to make more money or pay lesstax.
Glenn Shorey
Member for 8 months
Managing Director
Lazear Capital Partners
Call me when... education and advise is needed in an ownership transition (ESOP or Third Party)
Chris Trokey
Member for 1 year
Senior Wealth Advisor
Truist Wealth
Call me when... You or someone you know desires the empowerment to make more informed personal financial decisions about their estate, cash flow, investments, credit, and banking that will have a lasting impact on their families and the causes they care about.
Dave Toeben
Member for 2 years
President
Insight Insurance Services
Call me when... You need an expert Specializing in Buy-Sell Agreements, Key Person Insurance, Deferred Compensation, and Estate Tax Planning to Safeguard Business Continuity.
Rob Breunig
Member for 2 years
Attorney
Adams and Reese LLP
Call me when... you need a corporate or M&A attorney
Phillip Eleson
Member for 1 year
Managing Director
Murphy Business Sales - Mid South
Call me when... M&A Intermediary for Lower Middle Market business owners considering a sale or in need of a business valuation
Austin Coley
Member for 8 months
Partner
McCall Wealth Advisors
Call me when... an entrepreneur is approaching an exit and needs guidance on wealth preservation, tax strategy, or philanthropic planning.
Steven Glasgow
Member for 1 year
Managing Director
Hub International Retirement and Wealth
Call me when... Needed for financial planning, business planning, retirement plan design and admin and exit planning
Tatjana Paterno
Member for 2 years
Member
Bass Berry & Sims PLC
Call me when... You you are thinking about a deal, negotiating an LOI or have an LOI in place.
Casey Riggs
Member for 2 years
Member
Riggs Davie PLC
Call me when... you need a lawyer for an M&A transaction
Bryan Brinks
Member for 6 months
Co-Founder/Financial Advisor
Optimum Wealth Group, LLC
Call me when... When a business owner is interested in leanring more about personal financial planning and how it can help with the exit process.
Andrew Barrett
Member for 1 year
SVP, Relationship Manager
Mountain Commerce Bank
Call me when... you need a banker who specializes in business and real estate finance.
Sarah Bergman
New Member
Forensic Accountant/Transaction Advisor
Monteagle Advisory
Call me when... I provide quality of earnings and financial due diligence services for private equity firms and strategic buyers, with a focus on complex and high-risk situations. As a forensic accountant, I specialize in messy QofEs where financial reporting is inc
Garrett Williamson
Member for 2 years
Wealth Planner
Peachtree Planning
Call me when... You know a business owner that is looking to add employee benefits, get insurance, is thinking about retirement, or would like a valuation of their company! Also, personal Financial Planning for families trying to grow their wealth!
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.
Drew Digby
Member for 2 years
Financial Advisor
CAPTRUST
Call me when... a business owner needs comprehensive financial planning leading up to, during, or after a business transition.
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