Stefan A Prins
Member for 2 Years
Sr. Manager
PKF O'Connor Davies
Call Me When... I'm an auditor at PKF O'Connor Davies.
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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 – Exit Planning Exchange member directory is where you can find a diverse group of experts – and they can find you.
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Brian Auerbach
Member for 2 Years
Regional Sales Director- South Florida
Paycor
Call Me When... Already spoke to Erik & Rana.
Bob Arnold
Member for 1 Year
Partner
SeatonHill Partners
Call Me When... I provide small and medium businesses with elite CFO services and financial leadership on either a fractional, interim or project basus
Wes Scott
New Member
Partner
Epstein Beck Green, P.C.
Call Me When... you want peace of mind while buying or selling a business.
Stephan Ramerini
New Member
Chief Visionary Officer
COMPEL CEOs
Call Me When... Your Business Owners clients and/or contacts need help getting to the finish line.
Maria C Forbes
Member for 5 Years
President, Chief Engagement Officer
FIREPOWER Business Catalyst, LLC.
Call Me When... You need to assist owners and key decision makers in defining roles and engaging talent as part of business growth and transition planning. Convert people strengths into business performance.
Aaron T Kriss
Member for 5 Years
Partner
Gesmer Updegrove LLP
Call Me When... you have any tax-related needs pertaining to closely-held business or other private equity enterprises.
Duncan Brooks
Member for 1 Year
Producer
Alliant Insurance Services, Inc.
Call Me When... Clients have issues with their insurance programs
A.J. Krause
Member for 1 Year
Managing Director
Private Capital Transaction Advisors
Call Me When... Shareholders of a closely-held business are considering a sale.
John F. Eikenberg
New Member
CPA Principal
Leonard J Miller & Associates
Call Me When... you have a complex tax transaction to review.
Mark Stanifer
Member for 2 Years
Founder & Owner
Dare 2 Live Coaching
Call Me When... When what you do has become synonymous with who you are, letting go of your business is frightening. But it doesn’t have to be. There is a better way. I help owners just like you figure that shift out.
Richard Brian Dickerson
New Member
Insurance Advisor
Independent
Call Me When... you need consult for your Business 0r Estate planning life Insurance options
John Vanderslice
Member for 6 Years
President
Sandler Training/Strategic Solutions Group
Call Me When... Strategic Solutions Group is a multi-faceted workforce development company and an authorized Sandler Training center.
Danny Baer
Member for 1 Year
Senior Manager
Floyd Advisory LLC
Call Me When... 1) You need an accounting/valuation expert witness, 2) You need a business valuation, 3) You need a forensic investigation, or 4) You have business strategy or transaction advisory needs.
Marc J Horowitz
Member for 3 Years
Managing Director
Amerivest Business Brokers Group
Call Me When... Looking to work with motivated business sellers to maximize proceeds at closing.
Sam Seekins
Member for 1 Year
Private Wealth Advisor
Goldman Sachs
Call Me When... A client will be going through a significant liquidity event and needs a sophisticated wealth management team to help them optimize their personal finances.
Havell Rodrigues
Member for 2 Years
Founding Partner
New Majority Capital
Call Me When... a buyer of a small business is looking for equity financing or a seller of a business with EBIT < $2M is looking for buyers
Russell H. Stern
New Member
Partner
Ruskin Moscou Faltischek, P.C.
Call Me When... Contact me if you have any type of a business legal need.
Erin Manning
Member for 2 Years
Consultant
Navigate
Call Me When... You have a client in need of additional finance and accounting bandwidth (QOE support, modeling, diligence)
David Mills
Member for 4 Years
Senior Vice President - Wealth Management
Morgan Stanley
Call Me When... Helping families align business interests with personal goals and/or succession planning. We prioritize service and provide a solutions based approach.
Heidi Phillips
Member for 1 Year
VP Commercial & Private Banking RM
ServisFirst Bank
Call Me When... clients would like an advisor and partner in their banking. I am able to help with their lending needs; everything from office space, equipment, partner buy in/buy outs, and everything in between. I also specialize in cash mngmt. Value add so impt
Thomas R Schaffer
Member for 3 Years
President
Transitions Financial Strategies
Call Me When... You need an experienced professional who is a highly effective communicator both in the board room and the stock room. Where creative ideas on business exit and business continuation planning that maximize owner/partners family opportunity are key!
David A Knorowski
Member for 5 Years
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.
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