Members

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 101 Members
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Sean Queener of Puryear & Noonan, CPAs is a member of XPX Nashville
Sean A. Queener
Partner
Puryear & Noonan, CPAs

Call Me When... you have questions on tax costs or savings when considering buying or selling a business.

New Member
Joseph Campbell of Highland Services Group is a member of XPX Nashville,
Joseph L Campbell
Founder/CEO
Highland Services Group

Call Me When... you are either interested in transformational growth through organic sales, operational or process improvement, or by growing through acquisition. I work with business owners and their teams to achieve results; or divest of their business.

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
Casey W. Riggs
Member
Riggs Davie PLC

Call Me When... you need a lawyer for an M&A transaction

New Member
Michael Anthony of Bayfield Partners is a member of XPX Nashville
Michael P Anthony
Vice President
Bayfield Partners

Call Me When... you're selling a company.

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
Matt Randall of Transworld of Nashville is a member of XPX Nashville
Matt Randall
Partner
Transworld of Nashville

Call Me When... you know a business owner who is interested in selling their company. Our office also assists with capital raises and any securities based deals.

New Member
Patrick Neuman of Inside Brand Development is a member of XPX Nashville
Patrick Neuman
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).

New Member
Mark Wyzgowski of CLA is a member of XPX Nashville
Mark Wyzgowski
Principal
CLA

Call Me When... owner transition advisory, tax planning and compliance

Member for 1 Year
Craig Stanley of Nextward Advisors, LLC. is a member of XPX Nashville
Craig Stanley
Partner
Nextward Advisors, LLC.

Call Me When... At NeXtward Advisors, we help business owners that are looking for an exit find suitable buyers.

New Member
Tyson Bickley
Holland & Knight LLP

Call Me When... you are buying or selling a business

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... We provide valuation, financial advisory, and litigation support services to a diverse range of clients across various industries.

New Member
Blake Patterson of AB is a member of XPX Nashville
Blake Patterson
Vice President- Private Wealth Management
AB

Call Me When... You are working with business owners/entrepreneurs that need help with pre-transaction planning.

Member for 1 Year
Kelly Finnell of Executive Financial Services, Inc. is a member of XPX Nashville
Kelly Finnell
President/CEO
Executive Financial Services, Inc.

Call Me When... You have questions about ESOPs or clients who may be interested in learning whether an ESOP may be an appropriate strategy to address their planning needs.

New Member
Brian Marynowitz of LBMC is a member of XPX Nashville
Brian Marynowitz
Shareholder, Transaction Advisory Services
LBMC

Call Me When... In need of buy-side or sell-side financial due diligence

Member for 1 Year
Douglas Song
Managing Partner
Prodos Capital LLC

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

Member for 1 Year
Zack Moscow of Bacheler Technologies is a member of XPX Nashville
Zack Moscow
Director of Sales + Marketing
Bacheler Technologies

Call Me When... you have questions about Cybersecurity + InfoSec best practices and compliance.

New Member
Andrew Holmes of Executive Financial Services, Inc. is a member of XPX Nashville
Andrew Holmes
Principal
Executive Financial Services, Inc.

Call Me When... a business owner is looking for a liquidity event, but a strategic or PE sale isn't an option.

New Member
Jack Eakin of Pinnacle Capital Markets is a member of XPX Nashville
Jack Eakin
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

Member for 1 Year
Zachary Olinger
Financial Advisor
CAP Partners

Call Me When... you are Fund and setting up the structure of your business, trying to plan with excess cash flow, or creating a strategy for post-business sale

New Member
Daniel Askew of Empowered Business Brokers is a member of XPX Nashville
Daniel Askew
M&A Advisor
Empowered Business Brokers

Call Me When... You need to buy or sell low mid market businesses, franchise development opportunities or executive coaching.

New Member
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
Todd Colburn of Northwestern Mutual is a member of XPX Nashville
Todd Colburn
Wealth Management Advisor
Northwestern Mutual

Call Me When... Closely-held business owners are looking for tax-efficient diversification strategies, business & estate planning.

New Member
Frank Williamson
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

New Member
Jason Rappoport of Carr, Riggs & Ingram CPAs & Advisors is a member of XPX Nashville
Jason Rappoport
Director of Business Development
Carr, Riggs & Ingram CPAs & Advisors

Call Me When... you need Q of E, transaction advisory services, business valuation, or tax planning.

New Member

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