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
    Founding Member
    Platt Business Law LLC

    You want a collaborative business attorney providing efficient, cost-effective and creative personal service on start ups, contracts, transactions and general business in all stages of business life cycle.

    First Vice President Commercial Banking
    Cambridge Savings Bank

    There is a request for traditional debt financing, should it be fully secured/C&I or cash flow with an amortizing air ball or an ESOP loan.

    Financial Advisor
    RBC Wealth Management

    You or your client would like advice on how to efficiently grow and diversify existing wealth, or to convert recently generated liquid assets into reliable current and future income streams.

    Mr.
    Rosenblatt Law Firm

    Your business needs legal help.

    Principal
    Traction2Vision

    As an Implementer of the Entrepreneurial Operating System and certification by BEI as an Advanced Exit Planner (AExP), I provide the missing link to hellp business owners build business value.

    Executive Director
    J.P. Morgan

    None

    Principal
    CLA(CliftonLarsonAllen LLP)

    Financial Reporting and Accounting

    First Vice President
    44 Business Capital, a division of Berkshire Bank

    Creative financing is needed. We specialize in providing SBA and USDA programs for owner-users nationwide. Loan amounts range from $500K to $5MM

    Owner
    Rutherford Advisors, Inc.
    Founder/CEO
    Sales Advisor LLC

    Sales management expertise is needed to revamp and revitalize a client's sales revenue operations. A Sales Audit needs to be conducted to spotlight gaps and/or faulty sales processes and practices.

    Executive Coach
    EEO Balance, Corporation

    You or your client are struggling with stress and anxiety related to business decisions, market uncertainties, and the challenges of business growth and exiting..

    Vice President
    Sandler Training Sales Matters, Inc

    A leader has concerns with their sales org, or frustrations with having a predictable pipeline, or are challenged with process and rely too much on leadership/owners to get things done.

    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.

    Senior Wealth Director
    BNY Mellon Wealth Management

    A family, client,or contact is looking to sell a business and needs the expertise of tax minimization, planning, escrow, or investment wealth strategies.

    Partner
    Martin LLP

    You need legal or business advice regarding mergers and acquisitions, debt or equity finance, joint ventures, securities, and other general corporate and commercial matters or transactions.

    Member
    Ross Law Firm, LLC

    You need advice or representation re: shareholder/member disputes, business-to-business transactions and disputes, franchise law issues, or employment law issues.

    President
    Financial Structures and Advisory, Inc.

    Considering how best to fund organic growth or acquisition, whether debt or equity, and requiring execution expertise and capability.

    Partner
    Newport LLC

    Creative dealmaker with real-world experience as entrepreneur and attorney focused on maximizing value, reducing risk and preparing companies to be “transaction ready” for achieving successful exits

    Partner
    Krietzberg Wealth Management

    As a corporate financial planner, my firm helps to prepare business owners with a written financial plan that focuses on different types of selling options in advance of a sale

    Director, Corporate Department and Managing Director, Woburn Office
    McLane Middleton

    A business is planning a significant transition.

    Business Broker
    Murphy Business & Financial Corporation

    Call me when you begin thinking about selling your business.

    Business Performance Advisor
    Insperity

    A business has a "getting better" agenda and needs to contain costs on health insurance, reduce employment risk, offload administrative duties and become a better place to work!

    President
    Focused Growth Sales Group, LLC

    You are aware of a small to mid-sized business that wants to launch, expand or improve their sales operations to drive revenue growth.

    President
    JDSM Enterprises, Inc.

    I help owners and leadership teams get more from their business through a simple business management system called the Entrepreneurial Operating System

    President
    Champion Elevator Corp.

    Call me when you or someone you know are in need of Elevator related services.

    Call when you or anyone you know is selling or buying and elevator related buisness.

    Director
    Expense Reduction Analysts

    A client needs to improve their bottom line in order to increase the value of their company.

    BUSINESS BANKER
    TRUIST

    You would like to know how a bank views a particular transaction, and different financing options available.

    Executive Managing Director
    Newmark knight frank

    24/7I am always available. I like to think that I out care my competition.

    Managing Director
    Neri Capital Partners

    Neri Capital Partners are experts in assisting lower-middle market Business Owners to Determine, Build and Realize the value of their companies.

    Manager
    Bee Bergvall Co

    You need tax advice to assist in structuring a transaction

    Principal / President
    Big Step Coaching

    You have a people issue keeping you up at night.

    CEO
    The Van Sant Consulting Group Sandler Training

    When you are looking for help with sales, management issues, hiring, and when you need a change of outlook

    Sr. Finance and Operations Consultant
    Robert Pravder Consulting, LLC

    You need an entrepreneurial, growth-oriented finance executive who has served as CFO for high-potential middle-market companies, and can transform or turnaround your business.

    Senior Associate
    The Rosenblatt Law Firm

    You need legal advice on business transitions from expanding, selling or merging.

    Partner
    Becker LLC

    You or your clients have tax or business legal needs, including commercial agreements, executive compensation, tax planning, tax controversy and M & A counsel

    President
    Omega Wealth Management

    You need someone to talk about financial transition management

    Executive Managing Director
    Newmark Knight Frank

    You want to optimize either the occupancy cost or operational layout of your physical facilities in order improve the profitability of your company.

    Attorney
    Grogan Hesse & Uditsky, P.C.

    You have any question or issue, regardless of whether you think it's a legal question. If I don't know the answer, I can connect you with somebody who does.

    Director
    KatzAbosch

    You need accounting/tax/valuation exit planning assistance or if your client is looking for a CPA/Consulting firm to assist them.

    Director of New England Region
    Intrepid Advisors LLC

    Please feel free to call me anytime between 7:00AM and 6:00PM on weekdays.

    Senior Director
    BNY Mellon Wealth Management

    A client needs financial planning advice and wealth management as early as possible in a transaction, where they will have at least $5M in investable assets.

    CEO
    The Mauldin Group

    You need web design and digital marketing for lead generation and branding!

    Senior Vice President
    Capital Group

    Do you have clients who are re-thinking their financial goals, or perhaps even their life and wealth goals, as a result of the pandemic, market volatility, or a liquidity event?

    Managing Director
    Columbia Consulting Group

    Your organization has a need for talented management executives and/or difficult to recruit positions. We recruit individuals "not looking for a job" which are usually the top successful people.

    CEO
    Greiner Maltz Co of Long Island

    A company needs an industrial/commercial property valuation, for a business transaction, estate planing, refinancing,disposition of asset, for corporate files.

    Senior Vice President – Financial Advisor
    RBC Wealth Management, a division of RBC Capital Markets, LLC

    You are expecting a major liquidity event related to your company at any future time and need exit planning organization across multiple advisors or if retirement from an employer is within five years

    Attorney at Law
    Taylor English Duma

    You want a seasoned attorney to assist with any franchise related business, be it a franchisor or franchisee. I love helping start-ups!

    Operating Partner
    550 Advisors LLC

    Call me when you have a business in transition. I provide real solutions as a fractional CEO, operational CFO, experienced succession planner and as an operating executive.

    Managing Director
    Hempstead & Co.,LLC

    You need high quality valuation and advisory services

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