Find an Advisor

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.

Work Together with XPX Advisors

Over a Decade of Experience To Support You

XPX is a multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. Private company transitions require a broad view of the entire life cycle of a private company including:

    • Chapter
    • Profession
    • Functional Expertise
    • Client Industries
    Senior Vice President
    Webster Bank
    Call Me When...

    you or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.

    Silver
    Assistant Vice President - Commercial Banking
    American Community Bank & Trust
    Call Me When...

    Call me when a business owner you know is feeling anxious or frustrated that they do not have access to the capital needed to run and grow their business.

    Chicago
    Partner - Valuation and Transaction Advisory
    Aprio, LLP
    Call Me When...

    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
    The Hornstein Law Office, P.C.
    Call Me When...

    You are ready to sell or buy a business or have a dispute to resolve with another business or your partner

    Chicago
    Founder
    CZAJKOWSKI DUMPEL & ASSOCIATES -INC.
    Call Me When...

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

    Atlanta
    Call Me When...

    We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.

    New England
    Bronze
    Falcon Rappaport & Berkman PLLC
    Call Me When...

    your client needs a multidisciplinary approach to business transitions, estate planning and the tax consequences of same.

    Long Island
    Launch
    Wealth Manager
    XML Financial Group
    Call Me When...

    one is looking for a partner to help engage, educate and empower them toward the utilization of a wide range of investment tools in order to achieve their most important life's objectives.

    DC Metro
    Manager
    Bee Bergvall Co
    Call Me When...

    You need tax advice to assist in structuring a transaction

    Philadelphia
    President
    Equilibrium IT
    Call Me When...

    M&A Information Technology
    IT assessments, IT solutions engineering, IT project management and engineering, IT documentation, outsourced IT administration - managed services.

    Chicago
    Executive Managing Director
    Newmark knight frank
    Call Me When...

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

    New York
    Partner
    Plunkett Law Group
    Call Me When...

    Buying or selling a business where sophisticated, experienced legal counsel is needed, but where, for whatever reason, representation by a large law firm doesn't fit.

    Philadelphia
    Managing Member
    The Business and Legal Advisors, LLC
    Call Me When...

    If you are forming a new business, your business is not growing or you want to exit your business

    DC Metro
    Silver
    Principal
    Miles & Stockbridge, P.C.
    Call Me When...[to be completed]
    DC Metro
    President
    Strategy Across Borders
    Call Me When...

    You are a US business seeking to sell and are interested in tapping into our expertise regarding overseas buyers, or you are a non-US business looking to expand (including via M&A) into the US market

    New England
    Owner
    Rutherford Advisors, Inc.
    Call Me When...
    New England
    Financial Advisor and Registered Representative
    Strategies for Wealth
    Call Me When...

    When you believe a client may benefit from a discussion on the value of life and or disability insurance to protect the value of the personal wealth and also of that of their business.

    New England
    Partner
    Arnall Golden Gregory LLP
    Call Me When...

    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
    Market Manager
    Employer Flexible
    Call Me When...

    You have HR, Employee Benefit, Payroll, Risk Management needs. We have decrease the amount of time it takes to close a sale of a small business by up to 45 days.

    San Antonio
    Summit Host
    Business Development Director
    Glenmede Trust Company
    Call Me When...

    you are looking for a new wealth manager, will be selling a business in the near future or have recently sold a business, need a wealth planner

    New Jersey
    Vice President
    Sandler Training Sales Matters, Inc
    Call Me When...

    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.

    Triangle
    Managing Director
    The Private Bank, Bank of America
    Call Me When...

    Before the client sells the business and wants help figuring out: Do I have enough money? What should I do with the money? What do I need to know to make the best decisions for myself and my family?

    New England
    President and CEO
    Leonard J. Miller & Associates, Chartered
    Call Me When...

    you are looking for creativity and the ability to provide proactive advice. Our goal is to identify our clients' needs before they do.

    Maryland
    Principal
    Ennis Legacy Partners
    Call Me When...

    You find a business owner who desires to exit their business, lacks a plan and is unsure of where to begin.

    DC Metro
    Assistant Vice President, Commercial Banking
    Revere Bank
    Call Me When...

    You want a commercial banker that provides lending/deposit solutions that are tailored towards your business needs.

    Maryland
    Director of Business Valuations
    AAFCPAs
    Call Me When...

    There is a business valuation need, for succession planning, ESOPs, 409A, or litigation support.

    New England
    Partner | Patent Attorney
    Founders Legal
    Call Me When...

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

    Atlanta
    Partner
    Harvest Business Advisors
    Call Me When...

    You want a business valuation, you are planning your business exit, or you are ready to go to market and sell your firm.

    Philadelphia
    Call Me When...

    You have a complex financial life or have a complex tax transaction to prepare for.

    Atlanta
    Event
    President
    Stress Free Family Business
    Call Me When...

    When the parents want to prepare their children to take over the business and/or when the parents and kids are fighting with each other and a cooler experienced head is needed.

    Philadelphia
    Managing Director
    Carter Morse & Goodrich
    Call Me When...

    Shareholders of a family-owned or closely held business are at or approaching a transition point relative to transferring ownership, management and/or control of the business.

    Long Island
    Tax Supervisor
    Kutchins Robbins & Diamond
    Call Me When...

    If you need tax assistance please reach out to me.

    Chicago
    Principal & Managing Director
    CapVal-American Business Appraisers, LLC
    Call Me When...

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

    Atlanta
    Principal
    Sirota Law Firm, PC
    Call Me When...

    Legal guidance for M&A / exit planning strategy and general business, manufacturing, distribution, entertainment, media, advertising, software, blockchain, and technology legal matters.

    New York
    Partner
    Morse
    Call Me When...

    When you are raising capital, selling your business, adding a partner or contemplating any other type of transaction.

    New England
    Bronze
    Senior Vice President
    Griffin Stevens & Lee Tax Consulting Network
    Call Me When...

    Griffin/Stevens & Lee Tax and Consulting Network is a group of 25 tax, accounting, consulting and technology professional services firms, primarily operated by former Big Four professionals.

    Philadelphia
    Assurance Director
    BDO
    Call Me When...

    Your client needs to better understand their financial results and processes.

    Fairfield County
    President
    Ratner Consulting
    Call Me When...

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

    San Antonio
    Senior Vice President- Wealth Management
    UBS
    Call Me When...

    for a holistic approach to meeting your clients financial needs.

    Philadelphia
    CEO & Founder
    ASPIRA Business Brokers & Advisors
    Call Me When...

    you are considering the purchase or sale of a business or want to plan for an exit.

    Philadelphia
    Managing Director
    RJ Reuter Business Consulting
    Call Me When...

    There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale

    Tri-State
    Private Risk Advisor
    Aon Private Risk Management
    Call Me When...

    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
    Director
    RainMaker Securities, LLC
    Call Me When...

    Please contact me when your clients want access to unique investments. RainMaker Securities is a full service mid-market merchant bank.

    Chicago
    Managing Director
    UBS
    Call Me When...

    When planning for liquidity and/or transition events. What will a sale or a transition mean for you, your family and your employees? Have you really planned this out?

    Fairfield County
    Principal
    Neri Capital Partners
    Call Me When...

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

    Atlanta
    Principal
    Eagle Business Solutions
    Call Me When...

    ...you have questions as to how to maximize the value of your company (improve the mission of your not-for-profit)

    Long Island
    Bronze, Launch
    President / Advisor
    Sales Xceleration
    Call Me When...

    At Sales Xceleration we work with business owners who are experiencing challenges related to sales to help them realize their full potential.

    Chicago
    Investment Adviser Representative
    Principal Financial Group
    Call Me When...

    Companies need any of the services listed below in

    What do you hope to receive from and contribute to the XPX membership?

    As well as those listed in Committee Opportunities

    San Antonio
    Founder and Managing Member
    Brody and Associates, LLC
    Call Me When...

    you have an employee-related issue including court and agency cases, governmental personnel-related audits, or you need counsel on addressing any employee-related issue.

    Tri-State
    President
    The NYBB Group
    Call Me When...

    I provide Merger and Acquisition services to a privately held companies. My typical clients have EBITDA in the $1M-$10M range. Since 2003,

    Tri-State
    Senior Vice President
    Webster Bank
    Call Me When...

    you or your client seeks patient capital for expansion, acquisition, equipment, real estate and/or a second opinion on current financing strategy and structure.

    Silver
    Assistant Vice President - Commercial Banking
    American Community Bank & Trust
    Call Me When...

    Call me when a business owner you know is feeling anxious or frustrated that they do not have access to the capital needed to run and grow their business.

    Chicago
    Partner - Valuation and Transaction Advisory
    Aprio, LLP
    Call Me When...

    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
    The Hornstein Law Office, P.C.
    Call Me When...

    You are ready to sell or buy a business or have a dispute to resolve with another business or your partner

    Chicago
    Founder
    CZAJKOWSKI DUMPEL & ASSOCIATES -INC.
    Call Me When...

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

    Atlanta
    Call Me When...

    We advise business owners and senior executives through all phases of their financial lives from growing a business to exiting.

    New England
    Bronze
    Falcon Rappaport & Berkman PLLC
    Call Me When...

    your client needs a multidisciplinary approach to business transitions, estate planning and the tax consequences of same.

    Long Island
    Launch
    Wealth Manager
    XML Financial Group
    Call Me When...

    one is looking for a partner to help engage, educate and empower them toward the utilization of a wide range of investment tools in order to achieve their most important life's objectives.

    DC Metro
    Manager
    Bee Bergvall Co
    Call Me When...

    You need tax advice to assist in structuring a transaction

    Philadelphia
    President
    Equilibrium IT
    Call Me When...

    M&A Information Technology
    IT assessments, IT solutions engineering, IT project management and engineering, IT documentation, outsourced IT administration - managed services.

    Chicago
    Executive Managing Director
    Newmark knight frank
    Call Me When...

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

    New York
    Partner
    Plunkett Law Group
    Call Me When...

    Buying or selling a business where sophisticated, experienced legal counsel is needed, but where, for whatever reason, representation by a large law firm doesn't fit.

    Philadelphia
    Managing Member
    The Business and Legal Advisors, LLC
    Call Me When...

    If you are forming a new business, your business is not growing or you want to exit your business

    DC Metro
    Silver
    Principal
    Miles & Stockbridge, P.C.
    Call Me When...[to be completed]
    DC Metro
    President
    Strategy Across Borders
    Call Me When...

    You are a US business seeking to sell and are interested in tapping into our expertise regarding overseas buyers, or you are a non-US business looking to expand (including via M&A) into the US market

    New England
    Owner
    Rutherford Advisors, Inc.
    Call Me When...
    New England
    Financial Advisor and Registered Representative
    Strategies for Wealth
    Call Me When...

    When you believe a client may benefit from a discussion on the value of life and or disability insurance to protect the value of the personal wealth and also of that of their business.

    New England
    Partner
    Arnall Golden Gregory LLP
    Call Me When...

    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
    Market Manager
    Employer Flexible
    Call Me When...

    You have HR, Employee Benefit, Payroll, Risk Management needs. We have decrease the amount of time it takes to close a sale of a small business by up to 45 days.

    San Antonio
    Summit Host
    Business Development Director
    Glenmede Trust Company
    Call Me When...

    you are looking for a new wealth manager, will be selling a business in the near future or have recently sold a business, need a wealth planner

    New Jersey
    Vice President
    Sandler Training Sales Matters, Inc
    Call Me When...

    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.

    Triangle
    Managing Director
    The Private Bank, Bank of America
    Call Me When...

    Before the client sells the business and wants help figuring out: Do I have enough money? What should I do with the money? What do I need to know to make the best decisions for myself and my family?

    New England
    President and CEO
    Leonard J. Miller & Associates, Chartered
    Call Me When...

    you are looking for creativity and the ability to provide proactive advice. Our goal is to identify our clients' needs before they do.

    Maryland
    Principal
    Ennis Legacy Partners
    Call Me When...

    You find a business owner who desires to exit their business, lacks a plan and is unsure of where to begin.

    DC Metro
    Assistant Vice President, Commercial Banking
    Revere Bank
    Call Me When...

    You want a commercial banker that provides lending/deposit solutions that are tailored towards your business needs.

    Maryland
    Director of Business Valuations
    AAFCPAs
    Call Me When...

    There is a business valuation need, for succession planning, ESOPs, 409A, or litigation support.

    New England
    Partner | Patent Attorney
    Founders Legal
    Call Me When...

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

    Atlanta
    Partner
    Harvest Business Advisors
    Call Me When...

    You want a business valuation, you are planning your business exit, or you are ready to go to market and sell your firm.

    Philadelphia
    Call Me When...

    You have a complex financial life or have a complex tax transaction to prepare for.

    Atlanta
    Event
    President
    Stress Free Family Business
    Call Me When...

    When the parents want to prepare their children to take over the business and/or when the parents and kids are fighting with each other and a cooler experienced head is needed.

    Philadelphia
    Managing Director
    Carter Morse & Goodrich
    Call Me When...

    Shareholders of a family-owned or closely held business are at or approaching a transition point relative to transferring ownership, management and/or control of the business.

    Long Island
    Tax Supervisor
    Kutchins Robbins & Diamond
    Call Me When...

    If you need tax assistance please reach out to me.

    Chicago
    Principal & Managing Director
    CapVal-American Business Appraisers, LLC
    Call Me When...

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

    Atlanta
    Principal
    Sirota Law Firm, PC
    Call Me When...

    Legal guidance for M&A / exit planning strategy and general business, manufacturing, distribution, entertainment, media, advertising, software, blockchain, and technology legal matters.

    New York
    Partner
    Morse
    Call Me When...

    When you are raising capital, selling your business, adding a partner or contemplating any other type of transaction.

    New England
    Bronze
    Senior Vice President
    Griffin Stevens & Lee Tax Consulting Network
    Call Me When...

    Griffin/Stevens & Lee Tax and Consulting Network is a group of 25 tax, accounting, consulting and technology professional services firms, primarily operated by former Big Four professionals.

    Philadelphia
    Assurance Director
    BDO
    Call Me When...

    Your client needs to better understand their financial results and processes.

    Fairfield County
    President
    Ratner Consulting
    Call Me When...

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

    San Antonio
    Senior Vice President- Wealth Management
    UBS
    Call Me When...

    for a holistic approach to meeting your clients financial needs.

    Philadelphia
    CEO & Founder
    ASPIRA Business Brokers & Advisors
    Call Me When...

    you are considering the purchase or sale of a business or want to plan for an exit.

    Philadelphia
    Managing Director
    RJ Reuter Business Consulting
    Call Me When...

    There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale

    Tri-State
    Private Risk Advisor
    Aon Private Risk Management
    Call Me When...

    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
    Director
    RainMaker Securities, LLC
    Call Me When...

    Please contact me when your clients want access to unique investments. RainMaker Securities is a full service mid-market merchant bank.

    Chicago
    Managing Director
    UBS
    Call Me When...

    When planning for liquidity and/or transition events. What will a sale or a transition mean for you, your family and your employees? Have you really planned this out?

    Fairfield County
    Principal
    Neri Capital Partners
    Call Me When...

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

    Atlanta
    Principal
    Eagle Business Solutions
    Call Me When...

    ...you have questions as to how to maximize the value of your company (improve the mission of your not-for-profit)

    Long Island
    Bronze, Launch
    President / Advisor
    Sales Xceleration
    Call Me When...

    At Sales Xceleration we work with business owners who are experiencing challenges related to sales to help them realize their full potential.

    Chicago
    Investment Adviser Representative
    Principal Financial Group
    Call Me When...

    Companies need any of the services listed below in

    What do you hope to receive from and contribute to the XPX membership?

    As well as those listed in Committee Opportunities

    San Antonio
    Founder and Managing Member
    Brody and Associates, LLC
    Call Me When...

    you have an employee-related issue including court and agency cases, governmental personnel-related audits, or you need counsel on addressing any employee-related issue.

    Tri-State
    President
    The NYBB Group
    Call Me When...

    I provide Merger and Acquisition services to a privately held companies. My typical clients have EBITDA in the $1M-$10M range. Since 2003,

    Tri-State
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