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 29 Members
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Brit Summerill
Member for 1 year
Partner
NOW CFO
Call me when... Your company is growing faster than your accounting department, or you are not getting clean and clear financial information on a timely basis.
Michelle Bass
New Member
Managing Director
Andersen Tax LLC
Call me when... The owner/operator needs personal tax advise
Kelly Ackel Crug
Member for 6 months
Managing Director, Valuation Services
Andersen
Call me when... Your client is seeking to understand the value of his/her business or business interest, whether for succession planning purposes or for gift and estate tax reporting/compliance purposes after a formal gift/sale/transfer has been made.
Jaco Grobbelaar
Member for 11 months
Founder & CEO
BroadVision Marketing
Call me when... an owner wants to optimize their company's marketing engine and business value before they exit.
Jonathan Rubens
Member for 1 year
Partner
Moscone Emblidge & Rubens LLP
Call me when... A business needs to work with an attorney to prepare to be acquired
Brendan Lund
New Member
Partner
Lathrop GPM
Call me when... M&A, Franchise M&A, Income Tax, International Tax
Dylan Malot
Member for 7 months
Principal
Bernstein
Call me when... A business seller is about to exit within 36 months and needs advice on pre-transaction tax savings and post transaction capital allocation.
Monika Pelz
Member for 7 months
Business Advisory Services
Securieon Group
Call me when... You know a business owner of, or investor in, a mid to late-stage co. with $10mil to $100mil revenue in need a clear succession plan. Whether preparing for an exit, recapitalization, or leadership transition, we develop tailored growth strategies.
Robert Thomas
Member for 7 months
Partner
WithumSmith+Brown, PC
Call me when... We ensure your financial information tells the same story you share with investors
Adrian Bray
Member for 1 year
CEO
Stellar Business Consulting Inc.
Call me when... 3 or more years ahead of a transition to prepare the business, leadership and owners for their desired outcome.
Martin Johnson
Member for 1 year
Planner
Sagemark
Call me when... A business owner needs an exit plan and is worried about taxes
Tyler Cella
Member for 7 months
Private Banker
J.P. Morgan
Call me when... You need advice and resources regarding personal strategic planning around the sale, exit, or transfer of a business, pre-liquidity planning, trust and estate planning, and wealth management.
Rod Nafrada
Member for 6 months
Business Development Manager
NOW CFO
Call me when... Your company or business needs part-time accounting support
Richard McDerby
New Member
Partner
Manatt, Phelps & Phillips LLP
Call me when... You are considering a strategic transaction, like buying or selling a business involving a strategic, financial or a management team, or raising capital or making strategic investments in other companies.
Jay Jung
Member for 1 year
Managing Partner
Embarc Advisors
Call me when... Middle market financial advisory
Anthony Lugo
Member for 7 months
Wealth Advisor
Mercer Advisors
Call me when... You are considering the sale or or purchase of a business and want the support of a family office to help with taxes, estate planning, retirement, and investments.
Sarmad Neqvi
New Member
Vice President
Woodruff Sawyer
Call me when... You need Reps & Warranties and Tail Insurance
ANNE BISAGNO
New Member
CEO
Xantrion Inc.
Call me when... You want to increase company value by decreasing cyber risk and increasing operational efficiency, reliability and scalability or want tech due diligence and integration support
Todd Wellnitz
Member for 6 months
President
Wellguard Insurance & Financial
Call me when... Your client wants to protect the sale/acquisition from an unexpected death/disability, wants to avoid running out of income and needs to minimize future taxation using Life Insurance, Disability Insurance, Long-Term Care and Income Annuities
Stephen Dobrow
Member for 11 months
President
Primark Benefits
Call me when... Expert advice and consultation on retirement plan issues
Chris Andersen
Member for 6 months
Mr.
Destined
Call me when... The owner of a business with EBITDA of $2M-$20M wants to sell their company.
Terry Hill
New Member
Partner
BPM LLP
Call me when... A founder is looking to recap or sell their business but hasn't yet invested in an accounting / finance infrastructure that mirrors the sophistication and speed of the investors / buyers with whom they will work diligently to garner interest.
Laurie Sanders
New Member
Partner
Fox Rothchild
Call me when... You or your client is contemplating an internal transition (employee or family ownership change) or an external purchase or sale of a business.
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