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

    • Profession
    • Functional Expertise
    • Client Industries
    Executive Managing Director
    Newmark knight frank

    24/7I am always available. I like to think that I out care my competition.

    Managing Director / Wealth Director

    There's a $5MM+ liquidity event (past or imminent in the next 1-3 years) for an entrepreneur, family or non-profit org. Also for adult children in a wealthy family who will be inheriting money.

    Managing Director
    Wells Fargo Advisors

    Over the past 30 years our team has established a reputation as being the "go to" place for entrepreneurs and business owners looking to maximize the transfer of wealth from the sale of a business

    Tax Attorney
    Chiesa Shahinian & Giantomasi PC

    You have a client who needs tax advice, particularly in the areas of business structuring and formation, and due diligence when selling or acquiring a business.

    Managing Director
    Schwartz Heslin Group


    Dynamic Business Growth

    A company wants to accelerate growth by scaling the owner, building a motivated culture where everyone works as a team while focusing on sales and marketing.

    Client Advisor
    Brown Advisory

    A family or individual is about to enter a period of transition whether that is starting or selling a business or considering any major life/professional changes.

    Financial Structures and Advisory, Inc.

    Considering how best to fund organic growth or acquisition, whether debt or equity, and requiring execution expertise and capability.

    Sirota Law Firm, PC

    Legal guidance for M&A / exit planning strategy and general business, manufacturing, distribution, entertainment, media, advertising, software, blockchain, and technology legal matters.

    Outreach Manager
    ICA Group

    10 am to 6 pm best times, Mon or Tues best days

    Anchin Block & Anchin LLP

    You have the need for tax planning and consulting for your business or family.

    Preservation Capital Partners, LLC

    Your client seeks options over the tax bite on his income, carried interest or potential sale of the underlying asset.

    Family Office Advisory Services

    There is a business for sale or is looking for growth equity. Or, if off market real estate is for sale.

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