Welcome to XPX South Africa

We are actively developing our Chapter. Click to apply here as a Member.
Community

Launch Committee

Showing 244 Members
Ashley Edwards of Insperity is a member of XPX Atlanta
Ashley Edwards
Certified Business Performance Advisor
Insperity
Anthony Macaluso of Belden Hill Partners is a member of XPX Fairfield County
Anthony D Macaluso
Vice President
Belden Hill Partners
Deborah Agrafojo of Touchstone Advisors, LLC is a member of XPX Hartford
Deborah Agrafojo
Merger and Acquisitions Advisor
Touchstone Advisors, LLC
Jim Vigna
Vice President
Live Oak Bank
Brian Adams of Polsinelli PC is a member of XPX Nashville
Brian Adams
Corporate & Transactional Attorney
Polsinelli PC
Joshua French of Nutter McClennen & Fish is a member of XPX Greater Boston
Joshua French
Partner
Nutter McClennen & Fish
Kevin Jones of Bernstein Private Wealth is a member of XPX Denver
Kevin Jones
Vice President, Wealth Planning
Bernstein Private Wealth
David Zickler of Brown Brothers Harriman is a member of XPX Nashville
David Zickler
VP - Corporate Advisory
Brown Brothers Harriman
Nikki Evans of Ridgeline Coaching is a member of XPX Atlanta
Nikki Evans
CEO
Ridgeline Coaching
Jeremy Barton
Mr
PE Coach
William Rodgers of Tarlow Breed Hart & Rodgers, PC is a member of XPX Greater Boston
William R. Rodgers
Partner
Tarlow Breed Hart & Rodgers, PC
Brian William Fischer
Partner
Day Pitney LLP
MICHAEL METZ of TRUIST (Formerly SunTrust/BB&T) is a member of XPX DC Metro
MICHAEL A METZ
Commercial Banker
TRUIST (Formerly SunTrust/BB&T)
Brad Mayer of Texas Capital Bank is a member of XPX Austin
Brad Mayer
Senior Private Client Advisor
Texas Capital Bank
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Martin H Abo
Certified Public Accountants / Litigation & Forensic Consultants
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
Barrett Lidji of Northaven Capital Partners is a member of XPX Dallas
Barrett Lidji
Partner
Northaven Capital Partners
Elliot Hershik of Supporting Strategies|Chicago Far West Suburbs is a member of XPX Chicago
Elliot L Hershik
General Manager
Supporting Strategies|Chicago Far West Suburbs
Daniel Magill of ClearPath Results is a member of XPX Houston
Daniel Magill
CEO / Founder
ClearPath Results
Matt Losanno of Navitas Wealth Advisors is a member of XPX Atlanta
Matt Losanno
Wealth Manager
Navitas Wealth Advisors
Charles Melita of Integrated Financial Concepts is a member of XPX New Jersey
Charles Melita
Financial Services Professional
Integrated Financial Concepts
Lynn Schade of Middlesex Savings Bank is a member of XPX Greater Boston
Lynn Schade
SVP and Regional Manager
Middlesex Savings Bank
Christopher Coates of SES ESOP Strategies is a member of XPX New Jersey
Christopher A. Coates
Vice President
SES ESOP Strategies
John Grisby of GMG Ltd. is a member of XPX London
John Grisby
Managing Partner
GMG Ltd.
Daniel Lam
Partner
Goodsill Anderson Quinn & Stifel LLP
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Managing Partner
Calder Associates

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About XPX

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:

Business Value Growth

Business Value Transfer

Owner Life & Legacy

Our community includes advisors and owners in all stages of this process. Our members have specific areas of expertise as well as a holistic understanding of the breadth of challenges an owner faces throughout the stages of the private company life cycle. This helps XPX members to work in the best interest of their clients.

We have a clear set of shared principles for advisor excellence. Each of the 12 professions involved in XPX has specific ethics and practice guidelines. Our members take this a step further, adhering to a set of principles that guide collaboration and long term thinking (see our five Advisor Principles).

We are unique in that we are the only open advisor network in the private company/business value transfer market. This means that we do not advocate a single approach or vendor. Instead, we endeavor to be a place where all advisors, owners and vendors can interact and collaborate.

Each XPX Chapter is a locally-controlled non-profit organized by national and regional leaders in the private company market. The first XPX chapter was launched in Boston in 2007. Today, we have Chapters across the U.S..

The Chapters are supported by XPX Global, an entity that provides capital, intellectual property and administrative support to Chapter operations. This model takes care of the administrative tasks that are the bane of the boards of most professional organizations. It leaves to the Chapters the key tasks of events, membership and sponsorship—the most visible and high value activities for volunteers interested in an increased profile in the private company market.