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 37 Members
Nanda Nandkishore
New Member
President, M&A Advisor
Acacia Group, Inc.
Call me when... Business Owner looking to sell their business
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.
Monika Pelz
Member for 1 year
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.
ANNE BISAGNO
Member for 1 year
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
Jaco Grobbelaar
Member for 1 year
Founder & CEO
BroadVision Marketing
Call me when... an owner wants to optimize their company's marketing engine and business value before they exit.
Ryan Lockhart
New Member
Principal
Lockhart Legacy Law
Call me when... your clients need advanced estate planning in advance of a sale or for succession planning.
Monika Miles
New Member
CEO/President
Miles Consulting Group
Call me when... your clients are multi-state companies and are challenged with sales tax matters before or during due diligence.
Michelle Bass
Member for 1 year
Managing Director
Andersen Tax LLC
Call me when... The owner/operator needs personal tax advise
Amy Cole
Member for 9 months
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.
Brit Summerill
Member for 2 years
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.
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
Marie Askew
Member for 9 months
Senior Loan Officer
Live Oak Bank
Call me when...
lower middle market or main street entrepreneurs, transferring/seller businesses to family members or employees
Dylan Malot
Member for 1 year
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.
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
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.
Richard McDerby
Member for 11 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.
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.
Martin Johnson
Member for 2 years
Planner
Sagemark
Call me when... A business owner needs an exit plan and is worried about taxes
Sara Craven
Member for 8 months
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.
Nathan Sahar
Member for 8 months
SBA Lender
Live Oak Bank
Call me when... there are questions on a business acquisition or owner occupied real estate questions.
Terry Hill
Member for 1 year
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.
Aksana Vasilyeva
Member for 1 year
Commercial Banker, VP
JP Morgan Chase Bank, N.A.
Call me when... anytime
Jonathan Rubens
Member for 2 years
Partner
Moscone Emblidge & Rubens LLP
Call me when... A business needs to work with an attorney to prepare to be acquired
Laurie Sanders
Member for 1 year
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.
Contact & Connect
Chapter Events
Founding Platinum Sponsors
Founding Diamond Sponsors
Join The Community
Want to Learn More?
Contact one of our Chapter Leaders or download our XPX Northern California One Sheet.