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 71 Members
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Sean Hart
Private Wealth Advisor
Goldman Sachs

Call Me When... you are needing pre/post-transaction investment & family planning advice on a business sale, our team and firm structure is setup to help entrepreneurs through the process

New Member
Germaine Harris of BMO is a member of XPX Chicago
Germaine Harris
Director, Private Wealth Advisor
BMO

Call Me When... You need the help of a team of experts to address complex planning issues around: Business transition, Wealth transfer, Sophisticated income and tax planning. My team consists of a Private Banker, Wealth Planner, and a Trust professional.

Member for 3 Years
Jeffrey Schulz
Principal
J. Krug

Call Me When... We work with business owners and leadership teams of privately held companies, in addition to placing and servicing our clients insurance programs we develop strategies to manage and fund the risks facing their business.

Member for 2 Years
Larry Gard of Hamilton-Chase Consulting is a member of XPX Chicago
Larry Gard
Consulting Psychologist
Hamilton-Chase Consulting

Call Me When... I provide brief pre-retirement coaching to help your clients transition to a satisfying next chapter. Please visit www.donewithwork.org

Member for 7 Years
Nate Jordan
Executive Director
Small Business Development Center

Call Me When... SBDC - M&A Advisory / Capital Advisory

New Member
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
SBA Lending Specialist
Huntington National Bank

Call Me When... i can provide SBA financing to complete an acquisition or partner buyout.

Member for 2 Years
Beckie Hayes of EOS Worldwide is a member of XPX Chicago
Beckie Hayes
Professional EOS Implementer
EOS Worldwide

Call Me When... want to implement a complete proven system with simple practical tools that helps organizations clarify their vision, become more disciplined in executing their vision and advance as a team.

Member for 6 Years
Peter Cooper of B10 Capital is a member of XPX Chicago
Peter Cooper
Regional Director - Midwest
B10 Capital

Call Me When... Your income tax liabilities personally or in your business are too high. Our mission is to help high net worth individuals and businesses reduce their biggest expense TAXES.

Member for 1 Year
Christen Plotkin of UBS Financial Services Inc. is a member of XPX Chicago
Christen Plotkin
Financial Advisor
UBS Financial Services Inc.

Call Me When... you need more than an advisor. Call me when you need leader who will help bridge the gap between what you think is possible and what is actually possible.

Member for 3 Years
Michael J Schodrof
Financial Advisor
UBS

Call Me When... You need someone with a wealth of experience in your advisory circle as a small business owner. I have 25 years of Financial Services experience. Through the platform at UBS, I have access to a boutique investment banking network to aid in a sale.

Member for 1 Year
Chris Zdunich of Engage PEO is a member of XPX Chicago
Chris Zdunich
VP of Sales
Engage PEO

Call Me When... 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!

Member for 3 Years
Jeff Milkie
Managing Director
Principal Alternative Credit - Direct Lending

Call Me When... We provide creative and customized structured debt solutions to support acquisitions, growth capital, refinancings, and recapitalizations (ownership transfers, distributions, etc.)

Member for 1 Year
Seth Deutsch
Managing Member
Samson Operating Partners

Call Me When... you are preparing to take a company through a transformation in order to position it as a platform or add on for PE investors.

New Member
Bob Haney of Grogan Hesse & Uditsky, P.C. is a member of XPX Chicago
Bob Haney
Attorney
Grogan Hesse & Uditsky, P.C.

Call Me When... 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.

Member for 4 Years
Luis Alba
SBA Business Development Officer
Huntington National Bank

Call Me When... you want to inquire about an SBA Loan (7a, 504, Express)

Member for 2 Years
Patti Anderson
Vice President-SBA Commercial Banker
First National Bank Small Business Finance

Call Me When... You have questions about SBA lending. Happy to talk to colleagues and clients that are either buying a business OR existing businesses looking for expansion capital at any stage of the business cycle.

Member for 3 Years
Dan Mahoney
Business Performance Advisor
Insperity

Call Me When... HR Specialist- I help C suite exec's & small business owners grow their top line, mitigate risk and cut costs through human capital management

Member for 1 Year
David Knorowski of RainMaker Securities, LLC is a member of XPX Chicago
David A Knorowski
Director
RainMaker Securities, LLC

Call Me When... Please contact me when your clients want access to unique investments or have life insurance they no longer need.

Member for 5 Years
MARTY BRACCO of Tandem HR is a member of XPX Chicago
MARTY BRACCO
Business Development Consultant
Tandem HR

Call Me When... A business owner says: “I can’t get my arms around employee healthcare costs”, “ I can’t find and keep good people”, or “I need to take better care of my people”. We become the HR department for SMB CEO's and help increase business value.

Member for 1 Year
Jason Luksis
Tax Manager
Kutchins, Robbins & Diamond, Ltd.

Call Me When... Call me when you have questions about the tax possibilities concerning a new venture or transaction.

Member for 1 Year
Matthew Parker of JP Morgan Private Bank is a member of XPX Chicago
Matthew Parker
Banker
JP Morgan Private Bank

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.

Member for 5 Years
James Montesantos of Joseph James Business Advisors LLC is a member of XPX Chicago
James Montesantos
Broker / Advisor
Joseph James Business Advisors LLC

Call Me When... Your Expert and Reliable Partner for Merging, Selling and Valuing Closely Held Manufacturing and Related Services Corporations. Business Brokering for companies under $25M in sales.

Member for 1 Year
Josh Huseman
Sr. Director, Business Owner Advisor
FNBO

Call Me When... Business owners (generally family-owned) are ready to begin discussing a proactive process to transition their business.

Member for 2 Years
Robert Greisman of RKG Consulting Group, Inc. is a member of XPX Chicago
Robert S. Greisman
Director
RKG Consulting Group, Inc.

Call Me When... You have a business owner client needing help finding and fixing problems standing in the way of achieving greater success. I find and fix problems in business systems and processes.

Member for 7 Years
Allen Kutchins
Certified Public Accountant
KRD, Ltd.

Call Me When... You need help in succession planning, estate planning, tax planning or any audit or accounting needs.

Member for 7 Years

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