Members

Members

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.

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.

Showing 101 Members
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Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Director, Business Development
Trivest Partners - Private Equity

Call Me When... A business owner is seeking an exit or liquidity (full or partial). Or when an owner is looking for a strategic equity partner to accelerate their business’s growth, while increasing its valuation.

Member for 3 Years
Alan Kemper of LEAD Advisors is a member of XPX Atlanta
Alan E. Kemper
Owner
LEAD Advisors

Call Me When... We are a team of executive coaches that help companies build culture train managers and help business owners win at life

New Member
Alex Freeland of Merrill Lynch is a member of XPX Atlanta
Alex Freeland
Financial Advisor, Portfolio Advisor
Merrill Lynch

Call Me When... 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.

Member for 4 Years
Jennifer Wright
Founder & CEO
Execuwright

Call Me When... I am a book writer and publisher. I help business leaders to become business influencers by sharing their stories.

New Member
Ted Jenkin
Managing Partner
Exit Stage Left Advisors

Call Me When... You are ready to sell your business. We maximize multiples and minimize stress.

New Member
Patrick Renn of The Renn Wealth Management Group is a member of XPX Atlanta
Patrick Renn
pres
The Renn Wealth Management Group

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

Member for 4 Years
Nikki Evans of Ridgeline Coaching is a member of XPX Atlanta
Nikki Evans
CEO
Ridgeline Coaching

Call Me When... Your clients have "people problems" and need a crystal clear vision, help communicating the vision, accountability and engagement systems to realize the vision and get out of their own way.

Member for 1 Year
Robert Douglass of Corbet Capital Advisors is a member of XPX Atlanta
Robert A Douglass
Managing Partner
Corbet Capital Advisors

Call Me When... ...you are working with a business owner who is contemplating selling or recapitalizing their company. We can assist with pre-sale planning before the event and with wealth management after liquidity has been taken out of the company.

New Member
Bob Tankesley of Neri Capital Partners is a member of XPX Atlanta
Bob Tankesley
M&A Advisor
Neri Capital Partners

Call Me When... Call me when you plan to sell your company (or make an acquisition), now or in the future. I work with private companies in the lower mid-market.

Member for 5 Years
Bret Sperling
Owner
Sperling Advisory, LLC

Call Me When... I provide financial leadership for companies going thru episodic events (M&A, Bank Refi, turn around etc.

Member for 2 Years
Emma Foulkes of Collective Wealth Partners is a member of XPX Atlanta
Emma I Foulkes
Partner
Collective Wealth Partners

Call Me When... your client is getting serious about an offer to sell, so we can explore highly effective tax strategies.

Member for 4 Years
Ari A Wajnberg
Principal
Montevino Advisory Services, LLC

Call Me When... You are in need of preparing your business for sale, or in need of optimizing, scaling, or turning around your business

Member for 1 Year
Gabrielle Mills of Sourced. is a member of XPX Atlanta
Gabrielle Mills
Owner
Sourced.

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

Member for 3 Years
Geoff Gober of West Paces Advisors is a member of XPX Atlanta
Geoff Gober
Principal
West Paces Advisors

Call Me When... At any stage of the business cycle you or your client need a wealth management partner experienced in helping coordinate efforts towards both business and personal success.

Member for 4 Years
Mark Dayman of BW Arpeggio LLC is a member of XPX Atlanta
Mark A Dayman
Partner
BW Arpeggio LLC

Call Me When... FRANCHISING, VALUATION, LIT SUPPORT & FORENSICS, IMPROVE OWNER DECISIONS, and CHANGE OR TRANSITIONS ADVISORY

Member for 4 Years
Nate Woods of ActionCOACH Peachtree is a member of XPX Atlanta
Nate Woods
Firm Founder
ActionCOACH Peachtree

Call Me When... a business owner is looking to prepare their business to sell at a higher multiple by removing themselves from the day to day operations of their business.

Member for 1 Year
Carrie Zhou of Aprio, LLP is a member of XPX Atlanta
Carrie Zhou
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.

Member for 4 Years
Samantha Holowka
Financial Advisor
Northwestern Mutual

Call Me When... 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.

Member for 4 Years
Meredith B Fingarson
Mrs.
Meredith Fingarson Consulting

Call Me When... You need a marketing professional to evaluate your current marketing program and to develop a strategic marketing plan.

New Member
Ryan Pendleton of South State Bank is a member of XPX Atlanta
Ryan A Pendleton
SBA Banker
South State Bank

Call Me When... I focus primarily on SBA lending with the ideal borrower being a small and mid-size businesses in need of capital to facilitate the acquisition of an existing business, buyout a partner, or fund business growth needs.

Member for 2 Years
Greg Silberman of Ritterband tax & Accounting Solutions LLC is a member of XPX Atlanta
Greg Silberman
Managing Director
Ritterband Tax & Accounting Solutions LLC

Call Me When... you need a CPA with extensive knowledge of accounting, tax planning and preparation, investments, private equity and M&A

Member for 1 Year
Tiffany Wright of The Resourceful CEO is a member of XPX Atlanta
Tiffany C Wright
President
The Resourceful CEO

Call Me When... Experiencing cash flow or profitability issues, low morale retention, or burnout or when an owner needs more flexibility or an organization revamp (i.e., more company structure)

Member for 2 Years
John Charleston of Murphy Business Sales is a member of XPX Atlanta
John B. Charleston
Business Broker Intermediary - Murphy Franchise Owner
Murphy Business Sales

Call Me When... a business owner is interested in selling their business or receiving a valuation of their business; or when a prospective buyer is searching for a business to acquire.

New Member
Jeffrey Leonard of Cohen Pollock Merlin Turner P.C. is a member of XPX Atlanta
Jeffrey Leonard
Attorney
Cohen Pollock Merlin Turner P.C.

Call Me When... your business owner client needs legal help - whether it's planning what will happen to their business if something happens to them, or just wants to build a more valuable, transferable business.

Member for 5 Years
Sabine Williams of Legacy CPA Services is a member of XPX Atlanta
Sabine Williams
CEO
Legacy CPA Services

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

Member for 3 Years

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