Emily Ackerman
New Member
Director of Business Development
Lane Gorman Trubitt
You need an CPA firm resource for your accounting needs!
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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.
Directory
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Russell J Cohen
Member for 2 Years
President
Murphy M & A
You are ready to start to prepare your business for sale for a confidential consultation!
Jack J Penzi
Member for 1 Year
Director of Originations
Great Rock Capital
Asset-based lending opportunities
Robert S. Greisman
Member for 6 Years
Director
RKG Consulting Group, Inc.
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.
Nora J DeBellis
Member for 3 Years
Vice President/Sr. Relationship Manager
Key Bank
You have a financing need whether for business acquisition or for business expansion, equipment purchases, or working capital needs, or you need a new Relationship Managed account with a bank.
Maureen Zavatone
Member for 4 Years
Senior Vice President
US Trust
Call me when you or your client are contemplating banking, lending, capital expenditures, investing, planning, and any other aspect of wealth management as it relates to your closely held business.
Steve N Economou
Member for 12 Years
Principal
Grassi & Co,
Ownership transition, preparing for sale, shareholder buyouts
Joseph L Farach
Member for 1 Year
Principal
Neri Capital Partners
When you want to build your business value, develop Exit Strategy or Sell your Business e for the next phase whether that be internal succession or third party sale.
Cristina Silingardi
New Member
VP
vcfo
When you need a speaker or panelist, and when you need strategic CFO and CHRO fractional services to help your company grow.
Paul Sapiro
Member for 5 Years
Senior Vice President - Wealth Management
UBS
You or someone you care about would like to review investment strategies, financial and estate plans, ideas on how to increase the value of a privately held business, and exit strategy techniques
Erica Dumpel
Member for 2 Years
Founder
CZAJKOWSKI DUMPEL & ASSOCIATES -INC.
Someone needs help with their employee benefits program or needs help with Medicare .
Jolene Risch
New Member
President
Risch Results
We help leaders find the right talent for their growing organizations every single time, with custom talent searches.
Brian Marynowitz
New Member
Shareholder, Transaction Advisory Services
LBMC
In need of buy-side or sell-side financial due diligence
Marc Bartolini
New Member
Commercial Real Estate Broker
Entre Commercial Realty LLC
There are any needs or questions in regards to commercial real estate. I'm happy to help in any way I can.
Stephen C Target
Member for 3 Years
Partner
Newton One Advisors
You want to examine the leverage that life insurance may provide, typically for estate planning/tax liquidity, business succession funding or future financial obligations.
Drew Maldonado
Member for 5 Years
Senior Client Strategist
BNY Mellon Wealth Management
Pre-sale planning for Business Owners needing help structuring their wealth to minimize taxes before a transaction occurs and develop a plan to fund their lifestyle.
Kevin O'Brien
New Member
Vice President
Bernstein Private Wealth Management
You want customized planning and investment advice for entrepreneurs, founders and business owners
Andrew Flogel
New Member
Private Banker
JP Morgan Private Bank
Call me when a client/prospect wants to discuss financial/estate planning, how a sale of a business will affect their plan and general wealth management, loans, and banking needs.
Glenn D. Solomon
Member for 5 Years
Principal
Offit Kurman, P. A.
You need a business lawyer to represent you in the transition, sale or purchase of a business who will act to protect your interests and as a facilitator to get the deal done, not as an obstructionist
Erik Moore
Member for 4 Years
Partner & Director of Investment Strategy
Moore Wealth Inc.
A client needs help structuring their business and personal finances to keep the most money in their pocket.
Tim Carroll
Member for 3 Years
AVP, Relationship Manager
Busey Bank
Call me for all of your Banking needs whether it be lending, depository, cash management, or wealth management.
Nicole Hart
Member for 2 Years
Senior Vice President
Wealthspire Advisors
Trusts and estates expertise is needed.
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