Welcome to XPX South Africa

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Community

Launch Committee

Showing 252 Members
John Grisby of GMG Ltd. is a member of XPX London
John Grisby
Managing Partner
GMG Ltd.
Angel Salinas
CEO
Sandler Training San Antonio
Robert Crapsey
Director of Business Development
Trivest Partners
David Shavzin of The Value Track is a member of XPX Atlanta
David Shavzin
President
The Value Track
Kristine Bryant of Gladiator Consulting is a member of XPX Austin
Kristine Bryant
CEO
Gladiator Consulting
Jennifer Herbst
Senior Associate & Director
Xceleran Business Funding Solutions, Inc.
Martin Anderson of Webster Bank is a member of XPX Connecticut,Fairfield County,Hartford
Martin Anderson
Senior Vice President
Webster Bank
Anthony Chen of Lighthouse Financial Network, LLC is a member of XPX Atlanta
Anthony Chen
Financial Advisor
Lighthouse Financial Network, LLC
Tinsley Dempsey of Sofer Advisors is a member of XPX Nashville
Tinsley A. Dempsey
VP of Development & Strategy
Sofer Advisors
Christopher Martens of AssuredPartners is a member of XPX Tri-State
Christopher Martens
Commercial Insurance, Employee Benefits, Captives, & Retirement Services
AssuredPartners
Gary Occhipinti of Bank of America is a member of XPX Long Island
Gary J Occhipinti
Sr. Vice President - Sr. Relationship Manager
Bank of America
Justin Merola of Mohamed-Merola Wealth Management is a member of XPX Greater Boston
Justin Merola
Managing Director, Wealth Manager
Mohamed-Merola Private Wealth
Nada Reilly
Director
BDO USA LLP
Brian Adams of Polsinelli PC is a member of XPX Nashville
Brian Adams
Corporate & Transactional Attorney
Polsinelli PC
Daniel Lam
Partner
Goodsill Anderson Quinn & Stifel LLP
Jack Hendler of Avalon Net Worth Group is a member of XPX Tri-State
Jack L Hendler
CEO
Avalon Net Worth Group
Michael Johnson of Hyde Park Capital is a member of XPX Nashville
Michael Johnson
Managing Director
Hyde Park Capital
Chris Goade of 360 Consulting is a member of XPX Dallas
Chris Goade
Founder
360 Consulting
Terence Hannafin of Carter Morse & Goodrich is a member of XPX Long Island
Terence Hannafin
Managing Director
Carter Morse & Goodrich
Bethany Hickey
Associate
Ropes & Gray LLP
David Zickler of Brown Brothers Harriman is a member of XPX Nashville
David Zickler
VP - Corporate Advisory
Brown Brothers Harriman
Adam Petricoff of VR Mergers & Acquisitions is a member of XPX Charlotte
Adam Petricoff
Managing Partner
VR Mergers & Acquisitions
Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
VP of Sales
Engage PEO
Jon Rice of Chief Outsiders is a member of XPX Dallas
Jon Rice
CMO
Chief Outsiders
Robert Kalinoski of Kalinoski & Riordan, P.A. is a member of XPX Maryland
Robert D. Kalinoski
Attorney
Kalinoski & Riordan, P.A.

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Want to Learn More?

Contact one of our Chapter Leaders or download our XPX South Africa One Sheet.

About XPX

XPX is a multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. Private company transitions require a broad view of the entire life cycle of a private company including:

Business Value Growth

Business Value Transfer

Owner Life & Legacy

Our community includes advisors and owners in all stages of this process. Our members have specific areas of expertise as well as a holistic understanding of the breadth of challenges an owner faces throughout the stages of the private company life cycle. This helps XPX members to work in the best interest of their clients.

We have a clear set of shared principles for advisor excellence. Each of the 12 professions involved in XPX has specific ethics and practice guidelines. Our members take this a step further, adhering to a set of principles that guide collaboration and long term thinking (see our five Advisor Principles).

We are unique in that we are the only open advisor network in the private company/business value transfer market. This means that we do not advocate a single approach or vendor. Instead, we endeavor to be a place where all advisors, owners and vendors can interact and collaborate.

Each XPX Chapter is a locally-controlled non-profit organized by national and regional leaders in the private company market. The first XPX chapter was launched in Boston in 2007. Today, we have Chapters across the U.S..

The Chapters are supported by XPX Global, an entity that provides capital, intellectual property and administrative support to Chapter operations. This model takes care of the administrative tasks that are the bane of the boards of most professional organizations. It leaves to the Chapters the key tasks of events, membership and sponsorship—the most visible and high value activities for volunteers interested in an increased profile in the private company market.