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 52 members
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Thomas Pinckney of Bank Of America Private Bank is a member of XPX South Florida
Thomas Pinckney
Private Client Advisor
Bank Of America Private Bank
A client is preparing to sell their business and needs help understanding how different offers will affect their personal and familial balance sheets and how to re-structure to account for a sale.
Member for 2 Years
Asnardo Garro
Partner
Avila Rodriguez Hernandez Mena & Garro, LLP
Feel free to call me should you or your business need of legal counsel to assist you with a transaction, dispute or day-to-day activities. My team and I can help you grow your business by providing high-level, practical legal advice.
Member for 2 Years
Founding Sponsor
Dug McGuirk of Revolutionary Growth is a member of XPX South Florida
Dug McGuirk McGuirk
CEO
Revolutionary Growth
You want to improve culture or communication. You want to uplevel your sales or marketing. You want to improve your presentation skills
New Member
L.A. Perkins of Perkins Law is a member of XPX South Florida
L.A. Perkins
Founder/CEO
Perkins Law
IP legal matters
New Member
John Archer of RSM US LLP is a member of XPX South Florida
John F Archer
Tax Partner
RSM US LLP
You have a business need with a tax angle, but you don't want the tax tail to wag the dog.
Member for 2 Years
Jeffrey Hogue of UBS Financial Services Inc. is a member of XPX South Florida
Jeffrey L. Hogue
Senior Vice President - Wealth Management, Wealth Advisor, Portfolio Manager
UBS Financial Services Inc.
You want to explore getting the most benefit from your business, as well as how to preserve, protect ‎and maximize the value it represents in your and your family's financial future.‎
Member for 1 Year
Tony Hill
Vice President
Trivest Partners
A client is looking for a majority or minority equity investment in their business or a complete buyout.
Member for 2 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
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 1 Year
Meryl Spigelman of UBS Private Wealth Management is a member of XPX South Florida
Meryl Spigelman
Sr. VP
UBS Private Wealth Management
You are trying to understand how the proceeds from the sale of your business will support the life you want to live after the sale
Member for 2 Years
Timothy FitzGerald of Coastal Wealth is a member of XPX South Florida
Timothy FitzGerald
Financial Planner
Coastal Wealth
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
Michael Wills of Top Line Solutions, LLC is a member of XPX South Florida
Michael Wills
President
Top Line Solutions, LLC
When you need someone to resolve revenue issues increasing EBITDA. I build sales infrastructure, install strategy, and find the right sales leadership so the owner can focus on running or selling the company.
Member for 2 Years
Marc Horowitz of C-Suite Impact Deal Makers is a member of XPX South Florida
Marc J Horowitz
Managing Director
C-Suite Impact Deal Makers
Looking to work with motivated business sellers to maximize proceeds at closing.
Member for 1 Year
Michael C Laur
Founder
Taxster
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
New Member
Jamie Shock
Sales Director
TriNet
You are looking for a consultative conversation around scaling a business, analyzing employee related costs, or preparing a company for exit. We offer a tech and HR solution for SMBs for benefits, risk & compliance. And looking for new eco partners
Member for 1 Year
Christopher Thomas Pumo
President & CEO
Skyline Analytics, LLC
When you want to get profit-driving insights out of your company's data
Member for 2 Years
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
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 2 Years
Founding Sponsor
John Gullman of Growth Capital Advisors is a member of XPX South Florida
John D Gullman
Principal
Growth Capital Advisors
A business is in need of financing, doing an acquisition or considering the sale of part or the entire company.
Member for 2 Years
Philip Studer
Vice President Commercial Banking
First Citizens Bank
Every business owner needs a professional Commercial Banker who is insanely focused on their client's business as if it were their own.
Member for 2 Years
Joshua Calisti of Merrill Lynch is a member of XPX South Florida
Joshua D Calisti
Wealth Management Advisor
Merrill Lynch
You don't like leaving money on the table and want a team to develop a customized wealth management strategy that protects and grows your wealth before, during, and after you sell your business.
Member for 2 Years
Hy Vaupen of Vaupen Financial Advisors, LLC is a member of XPX South Florida
Hy Vaupen
Managing Director
Vaupen Financial Advisors, LLC
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.
New Member
Nicholas Guerra
Managing Attorney
Guerra Tax and Wealth Planning, PA
I can assist in minimizing state and federal income taxes on sales of businesses, minimizing estate taxes and preparing associated trusts and other estate planning documents necessary to achieve tax and non-tax objectives.
Member for 1 Year
Michael Schiff of Klingenstein Fields Advisors is a member of XPX South Florida
Michael S Schiff
Managing Director
Klingenstein Fields Advisors
Considering an exit or sale from a business to understand options available and planning techniques to consider for preserving wealth and ongoing growth
Member for 2 Years
Founding Sponsor
Michael DeSiato of Cherry Bekaert LLP is a member of XPX South Florida
Michael DeSiato
CPA, CExP, CEPA and CVGA
Cherry Bekaert LLP
Your client wishes to increase both the value and transferability of their business for an eventual exit.
Member for 2 Years
Renny Sie
Vice President
Boyne Capital
A small/mid size business needs a partner to grow to the next level
Member for 1 Year
David Weinstein
Managing Director
CohnReznick
I can be of help!
Member for 2 Years
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