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 43 Members
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Jamie Shock
Sales Director
TriNet

Call Me When... You are looking for a consultative conversation around scaling a business, analyzing employee related costs, or preparing a company for exit. We offer a tech and HR solution for SMBs for benefits, risk & compliance. And looking for new eco partners

Member for 3 Years
Henny Lawrence Shomar
Director
Tripp Scott P.A.

Call Me When... You have a client that has questions about their corporate legal structure, their transaction, or a dispute

New Member
Anapaula Lagarriga
Certified Business and Executive Coach
ActionCOACH

Call Me When... Business owner wants to set company up for exiting, growth,

Member for 1 Year
Andy Robertson
Mr
British American Business Council

Call Me When... Accountant, Analyst

New Member
Michael Schiff of Klingenstein Fields Advisors is a member of XPX South Florida
Michael S Schiff
Managing Director
Klingenstein Fields Advisors

Call Me When... Considering an exit or sale from a business to understand options available and planning techniques to consider for preserving wealth and ongoing growth

Member for 3 Years
Jeffrey Brenner of CSuite Impact DealMakers is a member of XPX South Florida
Jeffrey Brenner
Senior Managing Director
CSuite Impact DealMakers

Call Me When... When you're looking to sell your business, make an acquisition or raise growth capital

Member for 4 Years
Nathan Rimpf of Goldman Sachs is a member of XPX South Florida
Nathan Rimpf
Vice President
Goldman Sachs

Call Me When... if you need to invest vast quantities of personal assets.

Member for 3 Years
Ryan Cave
President
Sunbelt Business Brokers of South Florida

Call Me When... As part of the exit planning process, call me when a small or mid-sized business owner wants to understand the confidential transaction process, valuation drivers, and pitfalls to avoid while selling their business to a third party.

Member for 2 Years
Hy Vaupen of Vaupen Financial Advisors, LLC is a member of XPX South Florida
Hy Vaupen
Managing Director
Vaupen Financial Advisors, LLC

Call Me When... your company requires structuring and obtaining customized financing and/or capital solutions to meet its objectives, or is interested in securing optimized terms and conditions for its sale through a highly managed process.

Member for 2 Years
Jonathan Kudary
Director
Daszkal Bolton

Call Me When... Your Looking to purchase or sell a company or need a valuation done.

Member for 1 Year
Rana Gorzeck of Weiss Serota Helfman Cole + Bierman is a member of XPX South Florida
Rana M Gorzeck
Attorney/Partner
Weiss Serota Helfman Cole + Bierman

Call Me When... You need an attorney for your Florida legal transactions, including real and personal property, secured financing, mergers and corporate transactions. Strategy, negotiation, due diligence and execution are my strengths.

Member for 4 Years
Andy Alan of Marcum LLP is a member of XPX South Florida
Andy Alan
Director
Marcum LLP

Call Me When... you need a professional who recognizes that each transaction is unique and the suite of services required varies with each transaction.

Member for 3 Years
John Gullman of Growth Capital Advisors is a member of XPX South Florida
John D Gullman
Principal
Growth Capital Advisors

Call Me When... A business is in need of financing, doing an acquisition or considering the sale of part or the entire company.

Member for 3 Years
Joe L. Fernandez
Wealth Management Specialist
Fendz Asset Management, Inc.

Call Me When... A client needs a fiduciary adviser to oversee the sale of his business and wealth management during and after exit.

New Member
Lawrence Lambert of Law Office of Lawrence B. Lambert is a member of XPX South Florida
Lawrence B. Lambert
Owner
Law Office of Lawrence B. Lambert

Call Me When... A business owner or entrepreneur is ready to create a new business or wants to buy or sell and existing business.

New Member
Christopher Thomas Pumo
President & CEO
Skyline Analytics, LLC

Call Me When... When you want to get profit-driving insights out of your company's data

Member for 3 Years
John (J.D.) Heiden of Expense Reduction Analysts is a member of XPX South Florida
John (J.D.) Heiden
Executive Director
Expense Reduction Analysts

Call Me When... a CXO or Owner want to increase cash flow to meet unfunded business needs, capital expenses, or want to increase EBITDA to increase business sale value.

Member for 2 Years
Jaime Goldman
Mrs.
Guerra Tax and Wealth Planning, PA

Call Me When... Estate Planning

New Member
Marc Horowitz of Amerivest Business Brokers Group is a member of XPX South Florida
Marc J Horowitz
Managing Director
Amerivest Business Brokers Group

Call Me When... Looking to work with motivated business sellers to maximize proceeds at closing.

Member for 3 Years
John Archer of RSM US LLP is a member of XPX South Florida
John F Archer
Tax Partner
RSM US LLP

Call Me When... You have a business need with a tax angle, but you don't want the tax tail to wag the dog.

Member for 3 Years
Charles Faron of Osage Advisors, LLC is a member of XPX South Florida
Charles E. Faron
Vice-President
Osage Advisors, LLC

Call Me When... Strategic Operating and Business Development leader with a track record of increasing revenue, profits and market share growth for technology and financial services providers.

Member for 4 Years
Russell Cohen of South Florida M & A  Advisors is a member of XPX South Florida
Russell J Cohen
President
South Florida M & A Advisors

Call Me When... You are ready to start to prepare your business for sale for a confidential consultation!

Member for 3 Years
Robert Crapsey
Director of Business Development
Trivest Partners

Call Me When... A Founder owned business is looking for an investor or exploring a sale of their business.

Member for 2 Years
Dug McGuirk of Revolutionary Growth is a member of XPX South Florida
Dug McGuirk McGuirk
CEO
Revolutionary Growth

Call Me When... You want to improve culture or communication. You want to uplevel your sales or marketing. You want to improve your presentation skills

Member for 1 Year
Timothy FitzGerald of Coastal Wealth is a member of XPX South Florida
Timothy FitzGerald
Financial Planner
Coastal Wealth

Call Me When... you need help evaluating a business owners personal financial plan. Income after the sale of a business is crucial, and most business owners have no idea what their income will look like after the sale of their business. I can help them.

Member for 2 Years

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