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Members

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Members of the XPX Atlanta Chapter are a select group of expert advisors to privately-held businesses. 

These diverse experts are chosen by their peers for their expertise and shared values that include: Work collaboratively, Put the client first, Think long term, Consider the human angle and Always be learning.

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. 

    • Profession
    • Functional Expertise
    • Client Industries
    Partner | Patent Attorney
    Founders Legal

    you our your clients need counsel regarding patent or technology law related matter.

    Atlanta
    President
    Transcendent Sales Soultions, LLC

    If you are owner, President or CEO of a business that has reached the point where it has become difficult to grow your sales results without experienced sales leadership and oversight on your team.

    Atlanta
    Private Risk Advisor
    Aon Private Risk Management

    Call me when you have a need for a trusted personal risk management advisor for high net worth individuals to partner with you to create effective strategies that protect their wealth and lifestyle

    Atlanta
    CEO
    Legacy CPA Services

    Bookkeeping, technical accounting, outsourced controller, compilation, reviews and advisory services to accounting firms.

    Atlanta
    Managing Partner
    Baer Wealth

    someone has had or is preparing for a liquidity event and needs help evaluating their complete financial situation.

    Atlanta
    Silver
    Corporate Attorney
    Founders Legal

    you need a corporate attorney

    Atlanta
    Business performance coach
    Accountable For Change LLC

    you want to discover what's possible & make the leap/step-change to be the best version of you. Whatever outcomes you want to achieve, you need to drive change in your business, teams & ultimately yourself. Let us help and accelerate your journey.

    Atlanta
    Strategic Partner
    Schooley Mitchell of Atlanta - Cullo

    When you're planning to sell your business and want to cut the fat (vs. muscle) from your operational costs to increase your businesses’ ultimate valuation.

    Atlanta
    CEO
    Culture on Purpose

    you're having people trouble, pondering how to "do diversity differently," when change is afoot or growth is in the offing.

    Atlanta
    Partner
    Ascent CPA Group LLC

    Your financial business matters > Ascent Team.

    Atlanta
    Business Attorney, Founder
    Smithers + Ume-Nwagbo, LLC

    your client does not have an attorney on staff or a relationship with the law firm that is providing comprehensive general counsel services.

    Atlanta
    Partner
    Arnall Golden Gregory LLP

    You are planning for a business sale, buying a business or facing legal challenges in your existing business, including entity structuring, partnership issues, and complex commercial agreements.

    Atlanta
    Owner
    Sourced.

    businesses or entrepreneurs need back-office support (accounting, staffing, marketing, or administrative.)

    Atlanta
    Principal & Managing Director
    CapVal-American Business Appraisers, LLC

    the value of a business or business interest drives a material decision in your client's life.

    Atlanta
    President
    North Georgia CFOs

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

    Atlanta
    Business Consultant
    University of Georgia SBDC

    Business is getting ready for sale or sucession planning.

    Atlanta
    Financial Advisor
    The Piedmont Group - MassMutual

    A client needs help with:
    -Insurance Planning
    -Retirement/Income Planning
    -Wealth Management Services

    Atlanta
    Founder
    Beacon Sales Advisors

    A Small-Mid size business owner has declining sales and if they don't put plan is place there are consequences.

    Atlanta
    VP / Financial Advisor
    Wealth Enhancement Group

    you want to explore the intersection of corporate and personal planning.

    Atlanta
    Financial Advisor, Portfolio Advisor
    Merrill Lynch

    Our team establishes customized financial strategies aligned to our clients defined goals, and navigating life/business changes to build and protect our clients legacy with intention and purpose.

    Atlanta
    CEO
    Automated Solutions Consulting Group

    Call me when a client needs to validate the value and assess potential cyber vulnerabilities of the digital infrastructure in a business planning or by/sell proposition.

    Atlanta
    Event
    Consultant and Predictive Index Certified Partner
    Fowler Business Consulting, LLC

    Small to mid-size entrepreneurs need help in attracting talent to get the right people in the right seats on the bus or the company is employee retention issues. Certified Predictive Index Partner.

    Atlanta
    Partner
    Founders Legal | Bekiares Eliezer LLP

    You need a driven, experienced, and business-focused corporate attorney to help structure efficient transactions, close deals, and provide legal guidance to technology, software, and IT companies.

    Atlanta
    Gold
    Managing Partner
    Highland Oak Group

    You want to grow your business, but you don't know how.
    -You want to expand your practice area
    -You want to make more money
    -You want to hire new people
    -You want to open a new location

    Atlanta
    President
    Georgia Business Insurance

    You need buy-sell funding or other business insurance needs.

    Atlanta
    Partner - Valuation and Transaction Advisory
    Aprio, LLP

    Aprio is a full-service CPA-led advisory firm. We work with our clients on valuation, tax, and accounting matters throughout their exit planning process to ensure a successful business transition.

    Atlanta
    Owner-Attorney
    Dugoniths Law LLC

    You or your client have an insurance issue or there is an insurance component to your deal. I work with clients before a loss happens to help ensure they are properly covered and after a loss.

    Atlanta
    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?

    Atlanta
    Account Executive - Private Risk Management
    Marsh & McLennan Agency LLC

    You want direction and advice with respect to insurance needs, coverages and education specific to your unique set of circumstances.

    Atlanta
    Owner
    Southern Oak Advisory

    A client may need to have their life insurance reviewed to make sure they are in the best possible situation as business needs continually evolve.

    Atlanta
    Principal
    Neri Capital Partners

    you have questions about the value of your company or are interested in discussing the future.

    Atlanta
    SVP, Senior Commercial Banking Manager
    HSBC

    you need help with global cash management and/or credit needs

    Atlanta
    Tax Deferral Consultant
    Sixty-West.com

    a client has a tax liability. We help Corporations and Individuals Reduce, Eliminate or Defer there taxes. In George the GA Film and LIHTC are great ways to reduce your State liability by 12-17%

    Atlanta
    President
    Bright Water Consulting, LLC

    Call me when you need process improvements, technology improvements, operational improvements, due diligence, roadmaps, or agile based proactive business growth.

    Atlanta
    Owner
    S&V Financial Consulting Group

    historical and future financial reports need to be restructured, corrected, and customized. Streamline accounting procedures. Quarterly accountability to stay on track for projected growth

    Atlanta
    Managing Partner
    Cagle Consulting Partners

    you need to:
    - Accelerate Revenue Growth
    - Innovate New Services or Products
    - Build/Scale Your Organization

    Atlanta
    Event
    Financial Advisor
    Northwestern Mutual

    your client would like to address problems around taxes, business continuity and succession, retirement, is disabled or passes away, or wants a holistic retirement distribution plan.

    Atlanta
    CEO
    Fujiyama Wealth Management

    you have a client who went through life's transition such as Sale of Business, Divorce, Inheritance, Retirement, and Widowhood who need wealth management in investment consulting.

    Atlanta
    Partner
    Freed Grant LLC

    You want a business attorney and boutique business law firm providing efficient and creative personal service on start ups, contracts, transactions and disputes in all stages of business life cycle.

    Atlanta
    Private Risk Management
    USI

    you have a need for understanding of the exposures facing the non-financial assets of the financially successful individuals and families.

    Atlanta
    Vice President
    JP Morgan Private Bank

    when you have or will have a liquidity event. In many instances, we work with clients years ahead of a transaction.

    Atlanta
    President?Branch Manager
    Greenwood Wealth Management

    A client is about to or just had a life changing event, Birth, death, new job, marriage, divorce

    Atlanta
    Principle
    bCFOforHire

    Management understand they require the need for a qualified CFO to oversee financial activities, as well asstrategies to help boost profitability, limit risk, and manage sustainability initiatives.

    Atlanta
    VP Life Sales
    Arthur J. Gallagher

    Your client needs a non biased review of their existing life, disability, long term care, or executive benefits policies, buy/sell agreements or informal business valuation.

    Atlanta
    Event
    Principal
    Transworld Business Advisors of Atlanta NW

    You are looking to buy, sell or franchise a business.

    Atlanta
    Mr.
    Robert M. Rosner & Associates, Inc.

    you want an independent insurance broker who brings years of experience in solving problems for entrepreneurs and professionals with their other trusted advisers.

    Atlanta
    Managing Member
    CapVal-American Business Appraisers LLC

    FRANCHISING, VALUATION, LITIGATION SUPPORT, FORENSICS and CHANGE OR TRANSITIONS ARE NEEDED

    Atlanta
    Founder
    CZAJKOWSKI DUMPEL & ASSOCIATES -INC.

    someone needs help with their employee benefits program or needs help with Medicare .

    Atlanta
    Principal
    The Chatel Consulting Group

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

    Atlanta
    President
    Capital Concepts USA LLC

    a client wants to see how finance can be used strategically to achieve explosive growth in their business.

    Atlanta
    Partner | Patent Attorney
    Founders Legal

    you our your clients need counsel regarding patent or technology law related matter.

    Atlanta
    President
    Transcendent Sales Soultions, LLC

    If you are owner, President or CEO of a business that has reached the point where it has become difficult to grow your sales results without experienced sales leadership and oversight on your team.

    Atlanta
    Private Risk Advisor
    Aon Private Risk Management

    Call me when you have a need for a trusted personal risk management advisor for high net worth individuals to partner with you to create effective strategies that protect their wealth and lifestyle

    Atlanta
    CEO
    Legacy CPA Services

    Bookkeeping, technical accounting, outsourced controller, compilation, reviews and advisory services to accounting firms.

    Atlanta
    Managing Partner
    Baer Wealth

    someone has had or is preparing for a liquidity event and needs help evaluating their complete financial situation.

    Atlanta
    Silver
    Corporate Attorney
    Founders Legal

    you need a corporate attorney

    Atlanta
    Business performance coach
    Accountable For Change LLC

    you want to discover what's possible & make the leap/step-change to be the best version of you. Whatever outcomes you want to achieve, you need to drive change in your business, teams & ultimately yourself. Let us help and accelerate your journey.

    Atlanta
    Strategic Partner
    Schooley Mitchell of Atlanta - Cullo

    When you're planning to sell your business and want to cut the fat (vs. muscle) from your operational costs to increase your businesses’ ultimate valuation.

    Atlanta
    CEO
    Culture on Purpose

    you're having people trouble, pondering how to "do diversity differently," when change is afoot or growth is in the offing.

    Atlanta
    Partner
    Ascent CPA Group LLC

    Your financial business matters > Ascent Team.

    Atlanta
    Business Attorney, Founder
    Smithers + Ume-Nwagbo, LLC

    your client does not have an attorney on staff or a relationship with the law firm that is providing comprehensive general counsel services.

    Atlanta
    Partner
    Arnall Golden Gregory LLP

    You are planning for a business sale, buying a business or facing legal challenges in your existing business, including entity structuring, partnership issues, and complex commercial agreements.

    Atlanta
    Owner
    Sourced.

    businesses or entrepreneurs need back-office support (accounting, staffing, marketing, or administrative.)

    Atlanta
    Principal & Managing Director
    CapVal-American Business Appraisers, LLC

    the value of a business or business interest drives a material decision in your client's life.

    Atlanta
    President
    North Georgia CFOs

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

    Atlanta
    Business Consultant
    University of Georgia SBDC

    Business is getting ready for sale or sucession planning.

    Atlanta
    Financial Advisor
    The Piedmont Group - MassMutual

    A client needs help with:
    -Insurance Planning
    -Retirement/Income Planning
    -Wealth Management Services

    Atlanta
    Founder
    Beacon Sales Advisors

    A Small-Mid size business owner has declining sales and if they don't put plan is place there are consequences.

    Atlanta
    VP / Financial Advisor
    Wealth Enhancement Group

    you want to explore the intersection of corporate and personal planning.

    Atlanta
    Financial Advisor, Portfolio Advisor
    Merrill Lynch

    Our team establishes customized financial strategies aligned to our clients defined goals, and navigating life/business changes to build and protect our clients legacy with intention and purpose.

    Atlanta
    CEO
    Automated Solutions Consulting Group

    Call me when a client needs to validate the value and assess potential cyber vulnerabilities of the digital infrastructure in a business planning or by/sell proposition.

    Atlanta
    Event
    Consultant and Predictive Index Certified Partner
    Fowler Business Consulting, LLC

    Small to mid-size entrepreneurs need help in attracting talent to get the right people in the right seats on the bus or the company is employee retention issues. Certified Predictive Index Partner.

    Atlanta
    Partner
    Founders Legal | Bekiares Eliezer LLP

    You need a driven, experienced, and business-focused corporate attorney to help structure efficient transactions, close deals, and provide legal guidance to technology, software, and IT companies.

    Atlanta
    Gold
    Managing Partner
    Highland Oak Group

    You want to grow your business, but you don't know how.
    -You want to expand your practice area
    -You want to make more money
    -You want to hire new people
    -You want to open a new location

    Atlanta
    President
    Georgia Business Insurance

    You need buy-sell funding or other business insurance needs.

    Atlanta
    Partner - Valuation and Transaction Advisory
    Aprio, LLP

    Aprio is a full-service CPA-led advisory firm. We work with our clients on valuation, tax, and accounting matters throughout their exit planning process to ensure a successful business transition.

    Atlanta
    Owner-Attorney
    Dugoniths Law LLC

    You or your client have an insurance issue or there is an insurance component to your deal. I work with clients before a loss happens to help ensure they are properly covered and after a loss.

    Atlanta
    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?

    Atlanta
    Account Executive - Private Risk Management
    Marsh & McLennan Agency LLC

    You want direction and advice with respect to insurance needs, coverages and education specific to your unique set of circumstances.

    Atlanta
    Owner
    Southern Oak Advisory

    A client may need to have their life insurance reviewed to make sure they are in the best possible situation as business needs continually evolve.

    Atlanta
    Principal
    Neri Capital Partners

    you have questions about the value of your company or are interested in discussing the future.

    Atlanta
    SVP, Senior Commercial Banking Manager
    HSBC

    you need help with global cash management and/or credit needs

    Atlanta
    Tax Deferral Consultant
    Sixty-West.com

    a client has a tax liability. We help Corporations and Individuals Reduce, Eliminate or Defer there taxes. In George the GA Film and LIHTC are great ways to reduce your State liability by 12-17%

    Atlanta
    President
    Bright Water Consulting, LLC

    Call me when you need process improvements, technology improvements, operational improvements, due diligence, roadmaps, or agile based proactive business growth.

    Atlanta
    Owner
    S&V Financial Consulting Group

    historical and future financial reports need to be restructured, corrected, and customized. Streamline accounting procedures. Quarterly accountability to stay on track for projected growth

    Atlanta
    Managing Partner
    Cagle Consulting Partners

    you need to:
    - Accelerate Revenue Growth
    - Innovate New Services or Products
    - Build/Scale Your Organization

    Atlanta
    Event
    Financial Advisor
    Northwestern Mutual

    your client would like to address problems around taxes, business continuity and succession, retirement, is disabled or passes away, or wants a holistic retirement distribution plan.

    Atlanta
    CEO
    Fujiyama Wealth Management

    you have a client who went through life's transition such as Sale of Business, Divorce, Inheritance, Retirement, and Widowhood who need wealth management in investment consulting.

    Atlanta
    Partner
    Freed Grant LLC

    You want a business attorney and boutique business law firm providing efficient and creative personal service on start ups, contracts, transactions and disputes in all stages of business life cycle.

    Atlanta
    Private Risk Management
    USI

    you have a need for understanding of the exposures facing the non-financial assets of the financially successful individuals and families.

    Atlanta
    Vice President
    JP Morgan Private Bank

    when you have or will have a liquidity event. In many instances, we work with clients years ahead of a transaction.

    Atlanta
    President?Branch Manager
    Greenwood Wealth Management

    A client is about to or just had a life changing event, Birth, death, new job, marriage, divorce

    Atlanta
    Principle
    bCFOforHire

    Management understand they require the need for a qualified CFO to oversee financial activities, as well asstrategies to help boost profitability, limit risk, and manage sustainability initiatives.

    Atlanta
    VP Life Sales
    Arthur J. Gallagher

    Your client needs a non biased review of their existing life, disability, long term care, or executive benefits policies, buy/sell agreements or informal business valuation.

    Atlanta
    Event
    Principal
    Transworld Business Advisors of Atlanta NW

    You are looking to buy, sell or franchise a business.

    Atlanta
    Mr.
    Robert M. Rosner & Associates, Inc.

    you want an independent insurance broker who brings years of experience in solving problems for entrepreneurs and professionals with their other trusted advisers.

    Atlanta
    Managing Member
    CapVal-American Business Appraisers LLC

    FRANCHISING, VALUATION, LITIGATION SUPPORT, FORENSICS and CHANGE OR TRANSITIONS ARE NEEDED

    Atlanta
    Founder
    CZAJKOWSKI DUMPEL & ASSOCIATES -INC.

    someone needs help with their employee benefits program or needs help with Medicare .

    Atlanta
    Principal
    The Chatel Consulting Group

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

    Atlanta
    President
    Capital Concepts USA LLC

    a client wants to see how finance can be used strategically to achieve explosive growth in their business.

    Atlanta
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