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.
Member Directory
Showing 46 members
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Carlos F Guevara
Member for 5 Years
Senior Broker
VR Business Brokers San Antonio TX
You have a client exploring the possiblity of selling the business, I can provide a complimentary Opinion of Value and general guidance of what to expect from the selling process.
Shelley Mann
New Member
Principal/Outsourced VP Sales
Strategic Sales Advisors LLC
Sales is a problem and you don't know how to fix it
Brad Wheeless
Member for 2 Years
Managing Director - Community House
Texas Research & Technology Foundation
You have a business to sell and want the new owners to preserve the business name and treat the employees well.
Rob Rodriguez, CCIM, MBA
Member for 1 Year
Broker & Managing Partner
Verde Commercial Real Estate Group LLC
Matters related to Commercial Real Estate or Business Brokerage
Jason Brown
Member for 1 Year
Managing Partner
PGP Advisory
You or a client needs advise on how best to sell or acquire a business.
Melinda Adams
New Member
Financial Planner
M&T Financial Partners
Your client needs guidance on business progression or exit planning in the area of financial planning
John C Seybold
Member for 3 Years
Market Manager
Employer Flexible
You have HR, Employee Benefit, Payroll, Risk Management needs. We have decrease the amount of time it takes to close a sale of a small business by up to 45 days.
Nathan A. Doty
New Member
Vice President, Relationship Strategist
PNC Private Bank
I work with my PNC Private Bank partners, as well as with outside partners, to offer our clients financial solutions that meet the needs of them and their families.
Jerry Mathis
Member for 5 Years
VISIONARY
M A R INSURANCE GROUP
You need help with your employee benefits programs, or when you are nearing Medicare eligibility and are looking to co-ordinate your group plan with social programs.
Steven Hutson
Member for 1 Year
Commercial Account Manager
First American Title National Commercial Services
Business hours.
Kelly A Shy
Member for 4 Years
Vice President of Business Development
JDSM Enterprises, Inc.
We help owners and leadership teams get more from their business through a simple business management system called the Entrepreneurial Operating System
Kevin Shaughnessy
Member for 5 Years
President
Sales Implementation LLC DBA Sales Xceleration
Your business is not achieving its revenue goals, has high sales turnover, or lacks sales systems and processes. I use the Sales Xceleration platform which facilitates sales and profitability growth.
Tom J Jordan
New Member
President and Founder
EXodus/CompLink LLC
An owner wants to explore the 9 ways to retain and reward their key people and needs an organization that can design, install, manage, administer and can handle all the due diligence.
Matthew Delgado
Member for 5 Years
SVP
Broadway Bank
Please call me before your exit is forced upon you without a plan, by circumstances out of your control.
John F Dini
Member for 6 Years
Principal
The Exit Planning Coach
I have owned companies in manufacturing, distribution and services, along with well over 10,000 hours of coaching business owners. I will understand your business and your objectives.
Steven Bankler
Member for 5 Years
Steven Bankler, CPA, Ltd.
We use creative, out of the box thinking to assist clients - We Solve Problems! In addition, Our Job is to put money in your pocket!
Brad Wilson
New Member
Senior Associate
Valcor CRE
You need help with your business space / property (buy, sell, lease, develop)
Mitchell Byrum
Member for 2 Years
CFP
S. Harris Financial Group, LLC.
You have a questions about anything that you think I may be able to help with. Also, if you are seeking comprehensive financial planning and want to hear about how our team delivers that.
Ron Ondechek
Member for 1 Year
Managing Director & Founder
South Highland Ventures LLC
You need an experienced lead VC/PE investor, a M&A advisor specialist, or discreet C-level operational support.
Michael Gugliotti
New Member
Senior Sales Executive
SWBC PEO
You need help solving problems in HR, Benefits, Payroll or Risk Management.
Daniel Lasater
Member for 5 Years
SVP
PNC
A business owner or executive is in need of a strategic partner who can assist in the need for financing, deposit services or planning for themselves or for their company.
Jorge Herrera
Member for 5 Years
CPA
Jorge Herrera CPA CIA PC
You want to increase your profits and manage your business stress!
SHANN M CHAUDHRY
Member for 3 Years
Owner and Managing Partner
Shann M. Chaudhry ESQ Attorney At Law PLLC
You are looking to plan for the future and protect your assets.
Leslie L Rossmeier
New Member
President
OpTech Gente Inc dba OpTech Staffing
You Need HR Consulting & Talent to Hire