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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
    Associate
    Strategies for Wealth
    Call Me When...

    a business owner is or should be considering considering the next opportunity for their business. Are they expanding? Are they planning to exit or sell? Will they be financially independent?

    Tri-State
    VP
    TD Bank, N.A.
    Call Me When...

    you have a need for financing above $1MM. I work as a General Industries Relationship Manager for TD Bank.

    New England
    Call Me When...

    A company is interested in improving performance through strategy management - strategic planning and execution.

    Fairfield County
    Senior Wealth Director
    BNY Mellon Wealth Management
    Call Me When...

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

    Philadelphia
    Partner
    AAFCPAs
    Call Me When...
    New England
    CEO
    Protegrity Advisors, LLC
    Call Me When...

    Selling a company or acquiring another is a complex undertaking, and we manage the entire process and spend the time required to understand our clients' businesses.

    Long Island
    Trusted Advisor - Mergers and Acquisitions
    Neri Capital Partners
    Call Me When...

    As a CPA and business owner for over three decades, I bring a unique combination of business insights and real-world experiences to help guide you through the different M&A processes.

    Atlanta
    Client Advisor
    JP Morgan
    Call Me When...

    You need solutions to complex financial problems. I specialize in pre- and post-transaction wealth planning. Focused on a goals-based approach.

    Chicago
    BDO USA, LLP
    Call Me When...

    your business is seeking out income tax solutions.

    Long Island
    Shareholder
    Lavelle Law, Ltd.
    Call Me When...

    You have a legal need regarding general corporate, commercial lending, M&A and estate/succession planning matters.

    Chicago
    Financial Advisor
    Merrill Lynch
    Call Me When...

    you are looking for a Financial Advisor that is part of a team that has over 100 years of experience and has the ability to utilize both the expertise of Merrill Lynch and Bank of America

    Chicago
    Registered Rep
    Third Seven Capital
    Call Me When...

    You have sold an investment or income producing property and are looking for an alternative to a traditional 1031 Exchange.

    Tri-State
    Managing Director
    Andersen
    Call Me When...

    there are complex tax compliance and consulting planning, primarily involving personal income, fiduciary, charitable and estate and generational wealth transfer tax issues.

    Fairfield County
    CPA
    SJ Gorowitz Accounting & Tax Services, P.C.
    Call Me When...

    Any question arises where we may be of assistance.

    Atlanta
    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
    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
    Franchise & Corporate Attorney
    Liss & Lamar, P.C. | FranLaw
    Call Me When...

    Buying or selling their business, expansion through licensing or franchising, protecting their brand through trademarks, negotiate a lease, or generally has legal questions.

    Chicago
    CEO & Transformation Executive
    Enterprise Transformation Solutions,LLC
    Call Me When...

    your business requires a comprehensive business review, business problem identification, solutions design and mapping, solution implementation and execution.

    DC Metro
    partner
    Reynolds & Rowella, LLP
    Call Me When...

    For assistance with traditional accounting services, including tax and audit, as well as planning for a successful exit for closely - held business owners.

    Fairfield County
    Managing Member
    Tributum CPA Group,LLC
    Call Me When...

    A client a starting a business, starting to think about selling or growing thee business, or any tax related or financial decisions need to be considered.

    DC Metro
    Silver
    Managing Director
    Value Growth Partners, LTD.
    Call Me When...

    a business leader or owner is thinking about transitioning the management or ownership of a business. The best transitions start 5 years ahead of the actual transtion.

    Chicago
    Branch Manager and Portfolo Manager
    Calton & Associates, Inc.
    Call Me When...

    Personalized Family and Business Planning is a priority

    Philadelphia
    President
    AlanBoothCoach, LLC
    Call Me When...

    Staff is not meeting your expectationsLiving in chaos with your business or firmNeed confidential guidance to resolve a problem

    Fairfield County
    Director
    CFO Consulting Partners
    Call Me When...

    Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory

    Tri-State
    Principal
    G2G Strategies
    Call Me When...

    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.

    Chicago
    Wealth Advisor
    McLean Wealth Partners
    Call Me When...

    Your Client is looking for clarity and confidence on their financial decisions and for a smooth transition and to maximize the personal fulfillment as they embark on the next stage in their life.

    Maryland
    Lead Advisor & Director of Investment Strategy
    Moore Wealth Inc.
    Call Me When...

    A client needs help structuring their business and personal finances to keep the most money in their pocket.

    Maryland
    President
    Georgia Business Insurance
    Call Me When...

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

    Atlanta
    President
    Croyle Financial Consulting, LLC
    Call Me When...

    a business owner is struggling with poor earnings and cash flow. We help owners understand and use their financial reporting to improve profitability and cash flow.

    New England
    Manager
    RS&F, LLC
    Call Me When...

    Call me before you are considering selling your company, merging with another company or acquiring a company to discuss options and if you are ready.

    Maryland
    CEO
    Avalon Net Worth Group
    Call Me When...

    A Company Healthy or Stressed wishes to Sell or Merge
    needs new financing Senior and below.

    Tri-State
    Senior Vice President
    Middlesex Savings Bank
    Call Me When...

    When you need bank financing for working capital, business expansion and commercial building acquisitions.

    New England
    Executive in Residence
    Main Street Capital Corporation
    Call Me When...

    You need "one-stop" debt and equity (minority or majority) solutions to lower middle market companies (generally companies with EBITDA between $3 and $20 million)

    San Antonio
    Founder and CEO
    Sofer Advisors, LLC
    Call Me When...

    a neutral third-party assessment of business value is needed to assist in large figure decisions.

    Atlanta
    Partner
    Benjamin Ross Group
    Call Me When...

    you are, or know someone who is considering the sale of their business and need a trusted and confidential intermediary to guide them and manage the entire business sale process

    Philadelphia
    Attorney
    consilium
    Call Me When...

    Wise and experienced counsel is needed, particularly in respect to ongoing business operations, or future acquisitions or sales.

    Atlanta
    Silver
    Sr. Vice President
    Cambridge Savings Bank
    Call Me When...

    You are looking for a business partner to provide guidance and execution on debt financing to meet the needs of your business.

    New England
    Silver
    Principal
    Profitable Family Business
    Call Me When...

    When you hear a family business owner is frustrated with leading an underperforming team. Utilizing our program, greater clarity is instilled into their management agenda and creating greater profits

    Maryland
    CPA
    WMBO CPA Group
    Call Me When...

    You are looking for a CPA who will be a part of your team helping you plan ahead, manage your finances and plan for taxes.

    Atlanta
    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
    Consultant and Predictive Index Certified Partner
    Fowler Business Consulting, LLC
    Call Me When...

    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
    Director, Business Valuation and Litigation Services
    Gorfine Schiller & Gardyn
    Call Me When...

    you need to know what all or part of your business or someone else's business is worth, whether you're buying, selling, complying with financial- or tax- compliance reporting requirements

    Maryland
    President
    Atlantic Leadership Group
    Call Me When...

    Results through forward-thinking creativity and strategy for transitions/succession, practice management/growth, leadership development and productivity improvement.

    Maryland
    President
    Walden Businesses, Inc.
    Call Me When...

    You have a client considering the sale of their privately held manufacturing, distribution or business-to-business service company.

    Atlanta
    Attorney
    Saul Ewing Arnstein & Lehr LLP
    Call Me When...

    clients need help structuring a transition

    Maryland
    Senior Vice President
    UBS Financial Services
    Call Me When...

    You are trying to grow your business and planning for the eventual exit.

    Charlotte
    First Vice President
    Cambridge Savings Bank
    Call Me When...

    a financing solution is needed to support business initiatives around growth, investment, M&A, operational turnaround, ownership transition, capital structure, liquidity, and enterprise value.

    New England
    Mr
    Bernstein
    Call Me When...

    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.

    South Florida
    Business Development Advisor
    Long Point Capital
    Call Me When...

    For partnering with successful entrepreneurs of middle market businesses to help them achieve their financial goals. We specialize in recapitalizations.

    Tri-State
    Senior Director
    BNY Mellon Wealth Management
    Call Me When...

    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.

    New England
    Associate
    Strategies for Wealth
    Call Me When...

    a business owner is or should be considering considering the next opportunity for their business. Are they expanding? Are they planning to exit or sell? Will they be financially independent?

    Tri-State
    VP
    TD Bank, N.A.
    Call Me When...

    you have a need for financing above $1MM. I work as a General Industries Relationship Manager for TD Bank.

    New England
    Call Me When...

    A company is interested in improving performance through strategy management - strategic planning and execution.

    Fairfield County
    Senior Wealth Director
    BNY Mellon Wealth Management
    Call Me When...

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

    Philadelphia
    Partner
    AAFCPAs
    Call Me When...
    New England
    CEO
    Protegrity Advisors, LLC
    Call Me When...

    Selling a company or acquiring another is a complex undertaking, and we manage the entire process and spend the time required to understand our clients' businesses.

    Long Island
    Trusted Advisor - Mergers and Acquisitions
    Neri Capital Partners
    Call Me When...

    As a CPA and business owner for over three decades, I bring a unique combination of business insights and real-world experiences to help guide you through the different M&A processes.

    Atlanta
    Client Advisor
    JP Morgan
    Call Me When...

    You need solutions to complex financial problems. I specialize in pre- and post-transaction wealth planning. Focused on a goals-based approach.

    Chicago
    BDO USA, LLP
    Call Me When...

    your business is seeking out income tax solutions.

    Long Island
    Shareholder
    Lavelle Law, Ltd.
    Call Me When...

    You have a legal need regarding general corporate, commercial lending, M&A and estate/succession planning matters.

    Chicago
    Financial Advisor
    Merrill Lynch
    Call Me When...

    you are looking for a Financial Advisor that is part of a team that has over 100 years of experience and has the ability to utilize both the expertise of Merrill Lynch and Bank of America

    Chicago
    Registered Rep
    Third Seven Capital
    Call Me When...

    You have sold an investment or income producing property and are looking for an alternative to a traditional 1031 Exchange.

    Tri-State
    Managing Director
    Andersen
    Call Me When...

    there are complex tax compliance and consulting planning, primarily involving personal income, fiduciary, charitable and estate and generational wealth transfer tax issues.

    Fairfield County
    CPA
    SJ Gorowitz Accounting & Tax Services, P.C.
    Call Me When...

    Any question arises where we may be of assistance.

    Atlanta
    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
    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
    Franchise & Corporate Attorney
    Liss & Lamar, P.C. | FranLaw
    Call Me When...

    Buying or selling their business, expansion through licensing or franchising, protecting their brand through trademarks, negotiate a lease, or generally has legal questions.

    Chicago
    CEO & Transformation Executive
    Enterprise Transformation Solutions,LLC
    Call Me When...

    your business requires a comprehensive business review, business problem identification, solutions design and mapping, solution implementation and execution.

    DC Metro
    partner
    Reynolds & Rowella, LLP
    Call Me When...

    For assistance with traditional accounting services, including tax and audit, as well as planning for a successful exit for closely - held business owners.

    Fairfield County
    Managing Member
    Tributum CPA Group,LLC
    Call Me When...

    A client a starting a business, starting to think about selling or growing thee business, or any tax related or financial decisions need to be considered.

    DC Metro
    Silver
    Managing Director
    Value Growth Partners, LTD.
    Call Me When...

    a business leader or owner is thinking about transitioning the management or ownership of a business. The best transitions start 5 years ahead of the actual transtion.

    Chicago
    Branch Manager and Portfolo Manager
    Calton & Associates, Inc.
    Call Me When...

    Personalized Family and Business Planning is a priority

    Philadelphia
    President
    AlanBoothCoach, LLC
    Call Me When...

    Staff is not meeting your expectationsLiving in chaos with your business or firmNeed confidential guidance to resolve a problem

    Fairfield County
    Director
    CFO Consulting Partners
    Call Me When...

    Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory

    Tri-State
    Principal
    G2G Strategies
    Call Me When...

    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.

    Chicago
    Wealth Advisor
    McLean Wealth Partners
    Call Me When...

    Your Client is looking for clarity and confidence on their financial decisions and for a smooth transition and to maximize the personal fulfillment as they embark on the next stage in their life.

    Maryland
    Lead Advisor & Director of Investment Strategy
    Moore Wealth Inc.
    Call Me When...

    A client needs help structuring their business and personal finances to keep the most money in their pocket.

    Maryland
    President
    Georgia Business Insurance
    Call Me When...

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

    Atlanta
    President
    Croyle Financial Consulting, LLC
    Call Me When...

    a business owner is struggling with poor earnings and cash flow. We help owners understand and use their financial reporting to improve profitability and cash flow.

    New England
    Manager
    RS&F, LLC
    Call Me When...

    Call me before you are considering selling your company, merging with another company or acquiring a company to discuss options and if you are ready.

    Maryland
    CEO
    Avalon Net Worth Group
    Call Me When...

    A Company Healthy or Stressed wishes to Sell or Merge
    needs new financing Senior and below.

    Tri-State
    Senior Vice President
    Middlesex Savings Bank
    Call Me When...

    When you need bank financing for working capital, business expansion and commercial building acquisitions.

    New England
    Executive in Residence
    Main Street Capital Corporation
    Call Me When...

    You need "one-stop" debt and equity (minority or majority) solutions to lower middle market companies (generally companies with EBITDA between $3 and $20 million)

    San Antonio
    Founder and CEO
    Sofer Advisors, LLC
    Call Me When...

    a neutral third-party assessment of business value is needed to assist in large figure decisions.

    Atlanta
    Partner
    Benjamin Ross Group
    Call Me When...

    you are, or know someone who is considering the sale of their business and need a trusted and confidential intermediary to guide them and manage the entire business sale process

    Philadelphia
    Attorney
    consilium
    Call Me When...

    Wise and experienced counsel is needed, particularly in respect to ongoing business operations, or future acquisitions or sales.

    Atlanta
    Silver
    Sr. Vice President
    Cambridge Savings Bank
    Call Me When...

    You are looking for a business partner to provide guidance and execution on debt financing to meet the needs of your business.

    New England
    Silver
    Principal
    Profitable Family Business
    Call Me When...

    When you hear a family business owner is frustrated with leading an underperforming team. Utilizing our program, greater clarity is instilled into their management agenda and creating greater profits

    Maryland
    CPA
    WMBO CPA Group
    Call Me When...

    You are looking for a CPA who will be a part of your team helping you plan ahead, manage your finances and plan for taxes.

    Atlanta
    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
    Consultant and Predictive Index Certified Partner
    Fowler Business Consulting, LLC
    Call Me When...

    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
    Director, Business Valuation and Litigation Services
    Gorfine Schiller & Gardyn
    Call Me When...

    you need to know what all or part of your business or someone else's business is worth, whether you're buying, selling, complying with financial- or tax- compliance reporting requirements

    Maryland
    President
    Atlantic Leadership Group
    Call Me When...

    Results through forward-thinking creativity and strategy for transitions/succession, practice management/growth, leadership development and productivity improvement.

    Maryland
    President
    Walden Businesses, Inc.
    Call Me When...

    You have a client considering the sale of their privately held manufacturing, distribution or business-to-business service company.

    Atlanta
    Attorney
    Saul Ewing Arnstein & Lehr LLP
    Call Me When...

    clients need help structuring a transition

    Maryland
    Senior Vice President
    UBS Financial Services
    Call Me When...

    You are trying to grow your business and planning for the eventual exit.

    Charlotte
    First Vice President
    Cambridge Savings Bank
    Call Me When...

    a financing solution is needed to support business initiatives around growth, investment, M&A, operational turnaround, ownership transition, capital structure, liquidity, and enterprise value.

    New England
    Mr
    Bernstein
    Call Me When...

    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.

    South Florida
    Business Development Advisor
    Long Point Capital
    Call Me When...

    For partnering with successful entrepreneurs of middle market businesses to help them achieve their financial goals. We specialize in recapitalizations.

    Tri-State
    Senior Director
    BNY Mellon Wealth Management
    Call Me When...

    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.

    New England
    1 2 3 ... 10 ... Next »   Last »»

    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.

    XPX Advisors

    Looking for an expert advisor for businesses or their owners you’d be proud to refer? 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.

    XPX Sponsors

    XPX is proud of the quality of our sponsors. Check them out and please support their businesses. Use the keyword search below or sort through the full database to find the exact set of skills and experience you are looking for.

    Tools & Resources

    The market for private company value creation and transition has matured a lot in recent years. Some of the leading providers of tools and certifications are listed here. Explore the Resource Directory

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