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 44 Members
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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
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.

Member for 1 Year
John K Majer
Partner
RSM

Call Me When... Before a client is looking to sell

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
Dug McGuirk of Revolutionary Growth is a member of XPX South Florida
Dug McGuirk McGuirk
CEO
Revolutionary Growth

Call Me When... You want to improve culture or communication. You want to uplevel your sales or marketing. You want to improve your presentation skills

Member for 1 Year
Henny Lawrence Shomar
Director
Tripp Scott P.A.

Call Me When... You have a client that has questions about their corporate legal structure, their transaction, or a dispute

New Member
Erik Perlman of Merrill Lynch is a member of XPX South Florida
Erik J Perlman
Financial Advisor
Merrill Lynch

Call Me When... Financial planning, goals-based wealth management (retirement, reducing taxable income, children's education, charitable giving, estate planning, etc.) Lending needs (home, business, other)

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 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)

Member for 1 Year
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
Christopher Thomas Pumo
President & CEO
Skyline Analytics, LLC

Call Me When... When you want to get profit-driving insights out of your company's data

Member for 3 Years
Brian Auerbach
Regional Sales Director- South Florida
Paycor

Call Me When... Already spoke to Erik & Rana.

Member for 2 Years
Fabiola Paz
VP Relationship Manager Commercial Banking
PNC Bank

Call Me When... Commercial Banking Relationship Manager- Equipment financing, working capital, refinancing debt, improving treasury or merchant services

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 4 Years
Joe L. Fernandez
Wealth Management Specialist
Fendz Asset Management, Inc.

Call Me When... A client needs a fiduciary adviser to oversee the sale of his business and wealth management during and after exit.

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 2 Years
Michael DeSiato of Cherry Bekaert LLP is a member of XPX South Florida
Michael DeSiato
CPA, CExP, CEPA and CVGA
Cherry Bekaert LLP

Call Me When... your client wishes to increase both the value and transferability of their business for an eventual exit.

Member for 3 Years
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 4 Years
Jonathan Kudary
Director
Daszkal Bolton

Call Me When... Your Looking to purchase or sell a company or need a valuation done.

Member for 1 Year
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
Russell Cohen of South Florida M & A  Advisors is a member of XPX South Florida
Russell J Cohen
President
South Florida M & A Advisors

Call Me When... You are ready to start to prepare your business for sale for a confidential consultation!

Member for 3 Years
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 2 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
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
Michael C Laur
Founder
Taxster

Call Me When... Research & Development Tax Credits, Cost Segregation Studies, and Accounting Method projects. Taxster is a value add firm that provides services that compliment existing CPA relationships

Member for 1 Year

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