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 36 Members
Sara Craven
New Member
Chief Wealth Manager
Sand Hill Global Advisors
Call me when... There are investments to manage and planning to do. Your business owner needs to identify if there is a wealth gap and/or personal retirement goals to identify.
Richard McDerby
Member for 8 months
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.
Aksana Vasilyeva
Member for 8 months
Commercial Banker, VP
JP Morgan Chase Bank, N.A.
Call me when... anytime
Laurie Sanders
Member for 10 months
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.
Nathan Sahar
New Member
SBA Lender
Live Oak Bank
Call me when... there are questions on a business acquisition or owner occupied real estate questions.
Anthony Lugo
Member for 1 year
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.
Chris Andersen
Member for 1 year
Mr.
Be Destined
Call me when... The owner of a business with EBITDA of $2M-$20M wants to sell their company. We find buyers and close deals.
Cynthia Randall
Member for 9 months
Vice President / Owner
Transworld Business Advisors San Francisco
Call me when... Bay Area business owners need advisement in Mergers and Acquisitions | Small / Mid market exit strategies | Franchising
Steven Sherman
Member for 6 months
Attorney, Founder Sherman Business Law
Sherman Business Law
Call me when... you are contemplating an acquisition and the seller has presented you with voluminous complicated documents that need expert review and negotiation.
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
Robert Thomas
Member for 1 year
Partner
WithumSmith+Brown, PC
Call me when... We ensure your financial information tells the same story you share with investors
Kelly Ackel Crug
Member for 1 year
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.
Nico Wiborg
Member for 6 months
Mr.
New York Life
Call me when... Reach out when your client needs a comparative analysis of vetted insurance strategies & solutions.
Terry Hill
Member for 11 months
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.
Amy Cole
New Member
M&A Advisor, Broker
ABI Group
Call me when... Business owner is seeking a valuation or seeking to sell now or within 2-3 years, or they have an unsolicited offer for consideration.
Jeff Butler
New Member
Senior Vice President
City National Bank
Call me when... you need a commercial banker in Northern California. Focus includes underwriting lines of credit, with treasury management and equipment financing expertise part of a client focused partnership.
Al Statz
Member for 1 year
M&A Advisor | President
Exit Strategies Group, Inc.
Call me when... An owner of a $5-100M revenue company is considering a sale, recapitalization or management buyout. All conversations remain confidential.
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
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.
Todd Wellnitz
Member for 1 year
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
Jenny Souksavath
Member for 1 year
COO & Co-founder
AspenHR
Call me when... You are navigating HR, Employee Benefits, Insurance, Multi-State Compliance, and Talent complexities pre/post-acquisition.
Edward Grenville
Member for 8 months
Managing Partner
Inspire Business Law Group, LLP
Call me when... You require advice or representation in an M&A transaction
Rod Nafrada
Member for 1 year
Business Development Manager
NOW CFO
Call me when... Your company or business needs part-time accounting support
