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 34 members
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Phillip Knapp of Knapp Solutions is a member of XPX South Florida
Phillip Knapp
Self Employed
Knapp Solutions

Call Me When... Start-ups and small business is my space. Over 20 years running a $25M business, and understands family owned business dynamics. Hands-on, roll up the sleeve player

Member for 3 Years
John Owens of Greenberg Traurig, P.A. is a member of XPX South Florida
John D. Owens
Shareholder (Attorney)
Greenberg Traurig, P.A.

Call Me When... You need counsel regarding financing (venture capital, private equity, etc.), or exit/combination events for your company.

Member for 3 Years
Robert Crapsey
Director of Business Development
Trivest Partners

Call Me When... A Founder owned business is looking for an investor or exploring a sale of their business.

Member for 1 Year
Andy Robertson
Mr
British American Business Council

Call Me When... Accountant, Analyst

New Member
Jay Feldman
President
jay feldman inc

Call Me When... Coaching consulting raising capital

Member for 2 Years
Andy Alan of Marcum LLP is a member of XPX South Florida
Andy Alan
Director
Marcum LLP

Call Me When... You need a professional who recognizes that each transaction is unique and the suite of services required varies with each transaction.

Member for 3 Years
Nathan Rimpf of Goldman Sachs is a member of XPX South Florida
Nathan Rimpf
Vice President
Goldman Sachs

Call Me When... If you need to invest vast quantities of personal assets.

Member for 3 Years
John Gullman of Growth Capital Advisors is a member of XPX South Florida
John D Gullman
Principal
Growth Capital Advisors

Call Me When... A business is in need of financing, doing an acquisition or considering the sale of part or the entire company.

Member for 3 Years
Chris Moreno
VP Wealth Management
Bernstein Private Wealth

Call Me When... Your business is preparing to sell so we can assist with pre-transaction planning.

New Member
L.A. Perkins of Perkins Law is a member of XPX South Florida
L.A. Perkins
Founder/CEO
Perkins Law

Call Me When... IP legal matters

Member for 1 Year
Christine Mills of Raymond James is a member of XPX South Florida
Christine Mills
Financial Advisor
Raymond James

Call Me When... Business owners are exploring exit strategies

New Member
Ryan Cave
President
Sunbelt Business Brokers of South Florida

Call Me When... As part of the exit planning process, call me when a small or mid-sized business owner wants to understand the confidential transaction process, valuation drivers, and pitfalls to avoid while selling their business to a third party.

Member for 1 Year
Timothy FitzGerald of Coastal Wealth is a member of XPX South Florida
Timothy FitzGerald
Financial Planner
Coastal Wealth

Call Me When... You need help evaluating a business owners personal financial plan. Income after the sale of a business is crucial, and most business owners have no idea what their income will look like after the sale of their business. I can help them.

Member for 1 Year
John Archer of RSM US LLP is a member of XPX South Florida
John F Archer
Tax Partner
RSM US LLP

Call Me When... You have a business need with a tax angle, but you don't want the tax tail to wag the dog.

Member for 3 Years
Lawrence Lambert of Law Office of Lawrence B. Lambert is a member of XPX South Florida
Lawrence B. Lambert
Owner
Law Office of Lawrence B. Lambert

Call Me When... A business owner or entrepreneur is ready to create a new business or wants to buy or sell and existing business.

New Member
Jeff Schott of Tactegy LLC is a member of XPX South Florida
Jeff Schott
Managing Partner
Tactegy LLC

Call Me When... Considering a sale; there's bookkeeping & accounting, but no CFO. Financial Modelling, Forecasting, KPI’s, Add-backs, Working Cap, Valuation, Due Diligence Support, & deep operational expertise.

New Member
Jeffrey Brenner of CSuite Impact DealMakers is a member of XPX South Florida
Jeffrey Brenner
Senior Managing Director
CSuite Impact DealMakers

Call Me When... When you're looking to sell your business, make an acquisition or raise growth capital

Member for 3 Years
John (J.D.) Heiden of Expense Reduction Analysts is a member of XPX South Florida
John (J.D.) Heiden
Executive Director
Expense Reduction Analysts

Call Me When... A CXO or Owner want to increase cash flow to meet unfunded business needs, capital expenses, or want to increase EBITDA to increase business sale value.

Member for 2 Years
Michael Aronson
Family Wealth Advisor
Morgan Stanley

Call Me When... ...you have a business owner contemplating a liquidity event. Our team consists of a non-practicing CPA and T&E attorney as well as CFPs to not only do pre-sale planning but also to foster a lifelong wealth management relationship.

Member for 2 Years
Ian Goldberger of Kaufman Rossin & Co. is a member of XPX South Florida
Ian Goldberger
Principal, Transaction Advisory Services
Kaufman Rossin & Co.

Call Me When... You need an accounting firm involved in the sales process (i.e. quality of earnings and/or tax structuring)

New Member
Charles Faron of Osage Advisors, LLC is a member of XPX South Florida
Charles E. Faron
Vice-President
Osage Advisors, LLC

Call Me When... Strategic Operating and Business Development leader with a track record of increasing revenue, profits and market share growth for technology and financial services providers.

Member for 3 Years
Doron Abrahami of Impact Business Builders is a member of XPX South Florida
Doron Abrahami
CEO
Impact Business Builders

Call Me When... You're frustrated with the speed with which your company is growing, or concerned that you are growing too quickly to maintain control.

Member for 3 Years
Hy Vaupen of Vaupen Financial Advisors, LLC is a member of XPX South Florida
Hy Vaupen
Managing Director
Vaupen Financial Advisors, LLC

Call Me When... Your company requires structuring and obtaining customized financing and/or capital solutions to meet its objectives, or is interested in securing optimized terms and conditions for its sale through a highly managed process.

Member for 1 Year
Rana Gorzeck of Weiss Serota Helfman Cole + Bierman is a member of XPX South Florida
Rana M Gorzeck
Attorney/Partner
Weiss Serota Helfman Cole + Bierman

Call Me When... You need an attorney for your Florida legal transactions, including real and personal property, secured financing, mergers and corporate transactions. Strategy, negotiation, due diligence and execution are my strengths.

Member for 3 Years
Vince DeLuca of HSBC Bank is a member of XPX South Florida
Vince DeLuca
Relationship Management
HSBC Bank

Call Me When... A business client desires financing or cash management, or other banking products and services, to help it grow, mitigate risk, operate more efficiently, or transition the business.

Member for 3 Years

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