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 21 Members
Sort by:
Stephen Dobrow
Member for 7 months
President
Primark Benefits
Call me when... Expert advice and consultation on retirement plan issues
Dan Hinde
New Member
Director of Business Development
BACS
Call me when... You need GREAT IT service, Cyber Security or Digital Transformation services.
Rod Nafrada
New Member
Business Development Manager
NOW CFO
Call me when... Your company or business needs part-time accounting support
Chris Andersen
New Member
Mr.
Be Destined Inc.
Call me when... The owner of a business with EBITDA of $2M-$20M wants to sell their company.
Brit Summerill
Member for 10 months
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.
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.
Kelly Crug
New Member
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.
Martin Johnson
Member for 10 months
Planner
Sagemark
Call me when... A business owner needs an exit plan and is worried about taxes
Jonathan Rubens
Member for 10 months
Partner
Moscone Emblidge & Rubens LLP
Call me when... A business needs to work with an attorney to prepare to be acquired
Al Statz
New Member
M&A Advisor | President
Exit Strategies Group, Inc.
Call me when... The owners of a $5-50M revenue company are contemplating a sale, recapitalization or share transfer.
Monika Pelz
New Member
Managing Director
Moss Adams
Call me when... you need an expert in financial statement audits for M&A or your bank, US GAAP compliance, or guidance in the CPG, Food & Beverage, Manufacturing, and Retail industries.
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.
Tyler Cella
New Member
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.
Todd Wellnitz
New Member
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
Robert Thomas
New Member
Partner
WithumSmith+Brown, PC
Call me when... We ensure your financial information tells the same story you share with investors
Joseph Malot
New Member
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.
Jay Jung
Member for 10 months
Managing Partner
Embarc Advisors
Call me when... Middle market financial advisory
Anthony Lugo
New Member
Wealth Advisor
Mercer Advisors
Call me when... A business owner/founder or first time buyer is looking for a team/advisor to help them make better financial decisions, mitigate taxes, invest beyond public assets, and help them manage their wealth like a family office.
Jaco Grobbelaar
Member for 7 months
Founder & CEO
BroadVision Marketing
Call me when... a business owner wants to exit but he is the rainmaker or the valuation is too low. We work with advisors & owners to create the needed marketing engines to exit.
Laurie Sanders
New Member
Partner
Fox Rothschild LLP
Call me when... you or your client is contemplating an internal transition (employee or family ownership change) or an external sale of the business.
Contact & Connect
Chapter Events
Annual Summit Host
Gold Sponsors
Silver Sponsors
Bronze Sponsors
