Find an Advisor

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.

Find an Advisor

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.

Looking for an expert advisor for businesses or their owners you’d be proud to refer? The XPX directories are our way of making it easy for business owners, professional advisors, and sponsors to find each other. Use the keyword search below or sort through the full database of our members to find the exact set of skills and experience you are looking for. If you are looking for someone in a specific geography, please also consider checking our Chapter directories.

    • Chapter
    • Profession
    • Functional Expertise
    • Client Industries
    Whiteford, Taylor & Preston, LLP
    Principal/Member
    Brodkey Executive Management Consulting LLC

    You need an expert to evaluate or value a business, require expert help in packaging and marketing your business, or are in a business dispute and need an expert valuation report or expert testimony

    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.‎

    Director
    Valuation Services, Inc.

    In need of valuation services for financial and tax reporting purposes, buy-sell transactions, employee stock ownership plans, shareholder disputes, deferred compensation plans, and intangible assets.

    Founder & President
    Integgra Valuation & Advisory Services

    You need business valuation consulting services. Our mission is to provide clients with high quality, cost-efficient valuation and advisory services in a timely manner with the utmost integrity.

    Principal
    G2G Strategies

    You or your company needs to explore options on selling or prior to retirement planning. Goldberg Heinze specializes in manufacturing companies, metalworking, companies up to $25M in revenue.

    President
    North Georgia CFOs

    We provide fractional or interim CFO, Controller and Accounting services to small businesses.

    Managing Director
    MPI

    I do valuations of private companies for estate planning, financial reporting and litigation.

    Self Employed
    Knapp Solutions

    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

    COO
    Lorraine Gregory Communications

    Your clients need help in positioning their brand and company in the marketplace. The better the image the better the potential for growth.

    Partner
    GoldCoast Mortgage Services

    There is any question regarding real estate or financing.

    Managing Partner
    Belden Hill Partners

    Clients want growth capital (debt or equity), or wish to derisk (take some chips off the table) and access shareholder liquidity, in part (minority position sale), or, in whole (merger or acquisition).

    Mr.
    Drew & Cohen, P.C.

    Call me when you need estate planning, estate and trust administration, help with probate matters, or business succession planning.

    CEO/Managing Member
    Lavoie CPA PLLC

    Lavoie CPA PLLC is a non-traditional accounting firm supporting business in the areas of strategic accounting outsourcing, technology and consulting. Our clients experience the power, expertise and technology of a large accounting and finance team.

    Director
    Sidehill Group

    Your client or acquisition needs to increase value through more consistent top-line performance and/or accelerated strategy execution.

    Director
    Expense Reduction Analysts

    You have a client or prospect that feels there is incremental cash flow hidden in their supply base and they would like to uncover it to put back to work in the business or improve the bottom line.

    Principal
    The Chatel Consulting Group

    Business Value needs to increase. Leadership needs development. Strategic planning needs revisiting. Teamwork needs improvement. Executional excellence is desired. Priorities need clarification. Culture needs to change

    Managing Director
    SunTrust

    For Personal Financial Planning

    Private Wealth Advisor
    William Blair

    You are working with a business owner and you need some financial modeling done to demonstrate the impacts or tradeoffs of various decisions or scenarios the owner is contemplating.

    pres
    The Renn Wealth Management Group

    You need to decide if you will have enough, will it remain enough, and who should eventually get it.

    Managing Director
    Tucker & Meltzer

    A business valuation or financial opinion is needed

    Director
    CFO Consulting Partners, LLC

    Seeking assistance on financial, strategic, SEC filings and capital structure assistance.

    CFP(r)
    Edward Jones

    You desire a partner that truly understands what’s most important to you and employs an established process to build personalized strategies to assist you in reaching your goals with greater confidence and peace of mind.

    CEO
    HUMANS AT WORK

    You have a pre-divestiture CEO/owner client who needs personal coaching to effectively lead the implementation of an exit strategy, or a post-sale CEO/owner client who needs help cultural integration

    Outreach Manager
    ICA Group

    10 am to 6 pm best times, Mon or Tues best days

    Financial Advisor
    Morgan Stanley

    Our team, The Founders Group at Morgan Stanley, works with business owners, individuals/families and non-profits to help organize, prioritize and simplify their financial affairs.

    Mr.
    Bradley, Foster & Sargent, Inc.

    A family needs customized investment management solutions and help integrating management of their portfolios with income tax and estate planning professionals.

    President
    Brand3

    ...when you have a client who needs a brand marketing strategy at any stage of business. Specialize in providing a fast, cost effective way to refresh their brand image and message.

    Manager
    McCullough Rossi

    There is a need or desire for great accounting work. Audits, Taxes, Reviews, Compilations, bookkeeping, consulting. Our firm provides all accounting related needs

    President
    Hunt Corporate Services, Inc.

    Commercial real estate is a major component of your decision-making.

    Managing Director M&A
    Baltimore Washington Financial Advisors

    You or your client is interested in buying or selling a business.

    President
    Transitions Financial Strategies

    You need an experienced professional who is a highly effective communicator both in the board room and the stock room. Where creative ideas on business exit and business continuation planning that maximize owner/partners family opportunity are key!

    President
    Barrett Distribution Centers
    Audit & Assurance Supervisor
    Kutchins, Robbins & Diamond, Ltd.

    Please contact me if you are looking for any accounting and business advisory services from a professional CPA.

    Founder & Managing Partner
    The CDI Group

    You or your client want help with Corporate Development (Helping you manage from current to desired state), Investment Banking (Capital Raise) M&A (Buyer, Seller), Estimates of Value.

    Senior Client Strategist
    BNY Mellon Wealth Management

    Your client would benefit from an overall review of their balance sheet,investment and retirement accounts.You want a proven partner successful in serving highly-satisfied clients and their advisors

    Founder
    Three Horsemen

    You need a clear professional message delivered with video production and high-quality photos.

    Partner
    Business Improvement Group, LLC

    Contact us before you sell your business to improve operations and EBITDA quickly without capital expenditures.

    Managing Partner
    Cornell Global LLC

    A company recognizes the opportunity or the need to drive increased business value through talent management strategies. I know how to build value through people.

    Business Performance Advisor
    Insperity

    You'd like information on HR outsourcing, rebuilding the workplace, employee concerns, culture and employee benefits.

    CEO, Principal and Managing Director
    Blue Ridge ESOP Associates

    When a company needs a third party administrator for their ESOP and/or 401k retirement plan or guidance on implementing an ESOP.

    President
    Ratner Consulting

    Operating your organization is no longer fun and you are plagued by low morale, flattened bottom line, and incresing stress.

    Financial Advisor
    Edward Jones

    A business owner's Trusted Advisor needs to develop a post-sale investment plan

    Partner
    Davis, Agnor, Rapaport & Skalny

    Any time you have a tax, legal, M & A or estate planning need.

    Senior Consultant
    ROCG Consulting

    You are looking to develop a strategic plan to build the value of your business.

    Vice President
    SunTrust, Private Wealth

    Call me when you would like to have a financial plan to show your client how they will have enough financial resources to meet their goals (i.e. family legacy, charitable/ philanthropic and personal).

    Partner
    BDO USA, LLP

    Looking for someone that can help in a business valuation or expert witness context.

    Client Advisor
    Brown Advisory

    You are anticipating a business transition and want customized, investment management, estate planning and strategic advice from a private, independent investment and strategic advisory firm.

    VP SBA Business Development
    TD Bank

    Your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business

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