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 24 Members
Jennifer Smiljanich
New Member
Senior Advisor
SJS Investment Services
Call me when... you have a client looking for a trusted partner to plan for what comes after a sale. We empower clients to build a better life through comprehensive investment planning.
Sam Bachstein
Member for 8 months
Partner
HCVT LLP
Call me when...
there is a need for a financial statement audit or financial due diligence, including a buy/sell transaction
Brooks Crandell
New Member
Attorney
MORRIS HALL PLLC
Call me when...
you have estate planning or other trust questions
Juan Ros
Member for 1 year
Partner
Forum Financial Management, LP
Call me when... you’re thinking about transitioning your business, creating a lasting legacy through philanthropy, or want a strategic plan to align your wealth with your values.
George Henderson
New Member
Senior Vice President, Investments Officer
P.H.X. Wealth Management Group of Wells Fargo Advisors
Call me when...
You need a holistic wealth management team that focuses on business owners.
Matthew Kanter
New Member
Senior Manager, Tax
Mariner
Call me when...
Call me when you need a trusted tax partner to help structure transitions, reduce tax drag, and align owners’ financial, family, and charitable priorities.
Ryan McCarthy
New Member
Business Broker
Transworld Business Advisors Phoenix
Call me when... We guide owners through the exit process, offering business evaluations and preparing them with the knowledge and strategies needed for a successful transition.
Juliet Peters
Member for 10 months
Founding Attorney
Framework Legal PLLC
Call me when... you need general counsel for business formation and contract issues, mergers and acquisitions, intellectual property, regulatory issues and more!
John Marino
Member for 7 months
CSG Partners, LLC
Call me when...
You are thinking of a liquidity event for your business
Shelli Hendricks
New Member
Executive Coach
Blue Horizon Solutions LLC
Call me when... senior leaders and business owners want to gain perspective, lead with clarity and drive meaningful impact.
Dale Shafer
New Member
Founder | Financial Advisor | CCO
Life Moves Wealth Management
Call me when... a business owner hasn’t started planning yet, or when their advisor is waiting for assets to manage from the sale. Real value is built before the exit, not after.
Ryan Armstrong
Member for 7 months
President
Transworld Business Advisors
Call me when... We guide owners through the exit process, offering business evaluations and preparing them with the knowledge and strategies needed for a successful transition.
Timothy Carstens
New Member
Advisor
Capital Pro Partners
Call me when... your clients are seeking capital for acquisition, growth or to refinance existing debt. My team's collective experience with both conventional & nonconventional structures will get the deal done.
Joe Cusack
New Member
Managing Director and Broker
Northern Arizona Business Brokers
Call me when... Main Street Business Owner looks to exit
Matt Kaminski
New Member
Founder & CEO
Inflection Point Leadership, LLC
Call me when... Knowledge is leverage — especially in manufacturing where the financials only tell part of the story. Identify what a buyer's operational due diligence team will find before they do. Better multiple. No surprises at the table.
John-Paul Reiger
Member for 9 months
Relationship Manager
National Christian Foundation Southwest
Call me when... When you have a complex asset that you may have the opportunity to liquidate and you want to see how you can impact your generosity and your tax liability.
David Ogurek
New Member
Director
Caber Hill Advisors
Call me when... any private business owner is interested in selling
Shelley Detwiller DiGiacomo
Member for 6 months
Partner
Engelman Berger, P.C.
Call me when... You are: buying or selling a business (or preparing to); acquiring or selling assets; or need guidance on contracts or agreements.
Michael DiGrazia
New Member
Director, Senior Institutional Consultant
Legacy Wealth Management
Call me when... you need a wealth management team to expand your professional advisory team and want to ensure they work together on your behalf. My team helps business owners with financing, transitioning and managing their wealth in in a tax efficient manner.
Stuart Wachs
New Member
Founder & CEO
Impact Group Growth Services
Call me when... A business is looking to grow, when they are struggling to frow, have an actionable strategy and need a A-Player aligned leadership team
Erik Schlesinger
Member for 9 months
CEO
Build Scale Prosper
Call me when...
you have a client looking to buy or sell a business. I help them maximize value, avoid common pitfalls, and ensure a deal that aligns with their financial and legacy goals.
Scott Holman
New Member
Partner, Financial Advisor
Edward Jones
Call me when... Your business is 3-5 years from exit or you need help with any finance question
Mitcheel Marrujo
Member for 8 months
Vice President - Valuation Advisory
Equitas Analytics LLC
Call me when... Your client requires financial advisory services for business valuation, transaction assessments, stock option compensation, complex financial securities, and/or navigating exit strategies to maximize value.
Darren Griffith
New Member
Agency Partner
Acrisure
Call me when... Please don't hesitate to contact me for any assistance or guidance you may need regarding Employer Group Benefits consulting or advisement
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