Members

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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Ari A Wajnberg
Principal
Montevino Advisory Services, LLC

Call Me When... You are in need of preparing your business for sale, or in need of optimizing, scaling, or turning around your business

Member for 1 Year
Eric Togneri of Neri Capital Partners is a member of XPX Atlanta
Eric Togneri
Managing Director
Neri Capital Partners

Call Me When... Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.

Member for 5 Years
Jeremy R. Bird
VP Life Sales
Arthur J. Gallagher

Call Me When... Your client needs a non biased review of their existing life, disability, long term care, or executive benefits policies, buy/sell agreements or informal business valuation.

Member for 4 Years
David Wright of Consilium is a member of XPX Atlanta
David Wright
Attorney
Consilium

Call Me When... M&A attorney

New Member
Mark Norris of Compass Business Coaching is a member of XPX Atlanta
Mark Norris
Business Coach
Compass Business Coaching

Call Me When... Call me when you have a company who doesn't make it to the closing table. I can coach them towards improvement on virtually any topic (financial and non-financial) so they become better prepared to make closing a reality.

New Member
John Lepto
Managing Director of Commercial Growth
E78 Partners

Call Me When... You have a CFO that is in need of consulting/advisory services within Operational/Strategic Finance, Executive Serivces Placement. Also for Private Equity and their port co's.

New Member
Carl Nicpon of Marsh Creek is a member of XPX Atlanta
Carl Nicpon
Managing Director
Marsh Creek Advisors

Call Me When... a business owner wants to exit their business on their terms and without regret

New Member
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Financial Advisor
Lighthouse Financial Network, LLC

Call Me When... A business is looking to consider ownership change or set up a retirement plan.

Member for 2 Years
Brian O'Neill of Cahaba Wealth Management is a member of XPX Atlanta
Brian O'Neill
President
Cahaba Wealth Management

Call Me When... Needing to marry investment management with true, holistic financial planning.

Member for 1 Year
Ben Nicholson of Fortis Business Advisors is a member of XPX Atlanta
Ben T Nicholson
President
Fortis Business Advisors

Call Me When... Helping small to lower middle market businesses in healthy or distressed situations with performance optimization, asset maximization, turnaround management, and liquidation.

New Member
Karen Powell of ASC is a member of XPX Atlanta
Karen L Powell
CEO
ASC

Call Me When... a business owner client of yours is wanting to exit but wants also to increase the business value prior to sale. Also if the Business Owner needs to determine what sale amount will produce a sustainable future income, I can help determine that.

Member for 1 Year
Robert Douglass of Corbet Capital Advisors is a member of XPX Atlanta
Robert A Douglass
Managing Partner
Corbet Capital Advisors

Call Me When... ...you are working with a business owner who is contemplating selling or recapitalizing their company. We can assist with pre-sale planning before the event and with wealth management after liquidity has been taken out of the company.

New Member
Emma Foulkes of Collective Wealth Partners is a member of XPX Atlanta
Emma I Foulkes
Partner
Collective Wealth Partners

Call Me When... your client is getting serious about an offer to sell, so we can explore highly effective tax strategies.

Member for 4 Years
Jeff Hawkins
Partner
Carr, Riggs & Ingram, LLC

Call Me When... you need accounting and tax assistance with your next transaction. Our team of dedicated transaction advisory specialists focus on middle market and lower middle market space. We perform services on both the sell and buy side.

New Member
Frank Herron of Sterling Seacrest Pritchard Insurance is a member of XPX Atlanta
Frank Herron
Risk Advisor
Sterling Seacrest Pritchard Insurance

Call Me When... businesses need help reducing their total cost of risk.

Member for 1 Year
Daniel Miller of Bernstein Private Wealth Management is a member of XPX Atlanta
Daniel Miller
Vice President
Bernstein Private Wealth Management

Call Me When... You want to quantify advice you are giving to business owners - to give them confidence to move forward

Member for 2 Years
Michael Rosenthal of Taylor English Duma is a member of XPX Atlanta
Michael S Rosenthal
Attorney at Law
Taylor English Duma

Call Me When... You want a seasoned attorney to assist with any franchise related business, be it a franchisor or franchisee. I love helping start-ups!

Member for 5 Years
Jennifer Wright
Founder & CEO
Execuwright

Call Me When... I am a book writer and publisher. I help business leaders to become business influencers by sharing their stories.

New Member
Alok Gupta of Loki Group, Inc. is a member of XPX Atlanta
Alok Gupta
CEO, Founding Managing Partner
Loki Group, Inc.

Call Me When... Lower middle and middle market companies need help figuring out and executing on both, organic and inorganic growth opportunities.

New Member
Mark Parker of BIP Wealth is a member of XPX Atlanta
Mark Parker
VP - Strategic Growth
BIP Wealth

Call Me When... You need more than a traditional wealth manager. BIP Wealth is constantly working and consistently innovating to make your money go further.

Member for 1 Year
John Charleston of Murphy Business Sales is a member of XPX Atlanta
John B. Charleston
Business Broker Intermediary - Murphy Franchise Owner
Murphy Business Sales

Call Me When... a business owner is interested in selling their business or receiving a valuation of their business; or when a prospective buyer is searching for a business to acquire.

New Member
Quinn Shearer of Adams Capital is a member of XPX Atlanta
Quinn Shearer
Partner
Adams Capital

Call Me When... there is an issue related to business valuation, or an opinion of business value is needed to support tax reporting, financial reporting, a transaction, or a dispute.

Member for 4 Years
Joseph James of Coker James CPAs & Business Advisors is a member of XPX Atlanta
Joseph S James
CEO / Founding Principal
Coker James CPAs & Business Advisors

Call Me When... You, as a business owner, executive, or professional, are interested in improving business performance or securing your financial future.

Member for 5 Years
Lewis James Walker
Mr.
Life Transitions Advisors, LLC

Call Me When... a Certified Financial Planner (CFP) or Certified Exit Planning Advisor is called for

Member for 1 Year
Patrick Renn of The Renn Wealth Management Group is a member of XPX Atlanta
Patrick Renn
pres
The Renn Wealth Management Group

Call Me When... You need to decide if you will have enough, will it remain enough, and who should eventually get it.

Member for 4 Years

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