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 42 Members
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Anapaula Lagarriga
Certified Business and Executive Coach
ActionCOACH

Call Me When... Business owner wants to set company up for exiting, growth,

Member for 1 Year
John K Majer
Partner
RSM

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

Member for 3 Years
Andy Robertson
Mr
British American Business Council

Call Me When... Accountant, Analyst

Member for 1 Year
Mazal Yehezkely
First Vice President
IDB Bank

Call Me When... You need a trusted advisor who can help with your financial goals and transactions

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
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
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
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
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
A.J. Krause of Private Capital Transaction Advisors is a member of XPX South Florida
A.J. Krause
Managing Director
Private Capital Transaction Advisors

Call Me When... Shareholders of a closely-held business are considering a sale.

Member for 1 Year
Jay Feldman
President
jay feldman inc

Call Me When... Coaching consulting raising capital

Member for 3 Years
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
Renny Sie

Call Me When... a small/mid size business needs a partner to grow to the next level

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

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

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
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 4 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
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 4 Years
Stanley Labovitz
President of Predixxa, Inc.
Predixxa, Inc.

Call Me When... You need to grow your business

New Member
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 2 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
Jonathan Kudary
Director
Daszkal Bolton

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

Member for 2 Years

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