Find an Advisor

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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Emily Ackerman of Lane Gorman Trubitt is a member of XPX Dallas
Emily Ackerman
Director of Business Development
Lane Gorman Trubitt
You need an CPA firm resource for your accounting needs!
New Member
Russell J Cohen
President
Murphy M & A
You are ready to start to prepare your business for sale for a confidential consultation!
Member for 2 Years
Jamie Gutierrez
VP Commercial Banker
PlainsCapital Bank
Commercial Lending is needed
New Member
Jack Penzi of Great Rock Capital is a member of XPX Fairfield County
Jack J Penzi
Director of Originations
Great Rock Capital
Asset-based lending opportunities
Member for 1 Year
Robert Greisman of RKG Consulting Group, Inc. is a member of XPX Chicago
Robert S. Greisman
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.
Member for 6 Years
Nora J DeBellis
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.
Member for 3 Years
Maureen Zavatone
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.
Member for 4 Years
Steve Economou of Grassi & Co, is a member of XPX Philadelphia
Steve N Economou
Principal
Grassi & Co,
Ownership transition, preparing for sale, shareholder buyouts
Member for 12 Years
Joseph Farach of Neri Capital Partners is a member of XPX Atlanta
Joseph L Farach
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.
Member for 1 Year
Cristina Silingardi of vcfo is a member of XPX Austin
Cristina Silingardi
VP
vcfo
When you need a speaker or panelist, and when you need strategic CFO and CHRO fractional services to help your company grow.
New Member
Dana Mascalo of TrinityPoint Wealth is a member of XPX Hartford
Dana Mascalo
Managing Partner | Financial Life Planner
TrinityPoint Wealth
Member for 6 Years
Paul Sapiro of UBS is a member of XPX Hartford
Paul Sapiro
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
Member for 5 Years
Erica Dumpel
Founder
CZAJKOWSKI DUMPEL & ASSOCIATES -INC.
Someone needs help with their employee benefits program or needs help with Medicare .
Member for 2 Years
Jolene Risch of Risch Results is a member of XPX Dallas
Jolene Risch
President
Risch Results
We help leaders find the right talent for their growing organizations every single time, with custom talent searches.
New Member
Brian Marynowitz of LBMC is a member of XPX Nashville
Brian Marynowitz
Shareholder, Transaction Advisory Services
LBMC
In need of buy-side or sell-side financial due diligence
New Member
Marc Bartolini
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.
New Member
Holly Geerdes of Estate Law Center is a member of XPX Atlanta
Holly Lynn Geerdes
Owner
Estate Law Center
Needed
New Member
Stephen Target of Newton One Advisors is a member of XPX Philadelphia
Stephen C Target
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.
Member for 3 Years
Drew Maldonado of BNY Mellon Wealth Management is a member of XPX New Jersey
Drew Maldonado
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.
Member for 5 Years
Kevin O'Brien
Vice President
Bernstein Private Wealth Management
You want customized planning and investment advice for entrepreneurs, founders and business owners
New Member
Andrew Flogel
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.
New Member
Glenn Solomon of Offit Kurman, P. A. is a member of XPX Maryland
Glenn D. Solomon
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
Member for 5 Years
Erik Moore of Moore Wealth Inc. is a member of XPX Maryland
Erik Moore
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.
Member for 4 Years
Tim Carroll of Busey Bank is a member of XPX Chicago
Tim Carroll
AVP, Relationship Manager
Busey Bank
Call me for all of your Banking needs whether it be lending, depository, cash management, or wealth management.
Member for 3 Years
Nicole Hart of Wealthspire Advisors is a member of XPX Connecticut,Fairfield County,Hartford
Nicole Hart
Senior Vice President
Wealthspire Advisors
Trusts and estates expertise is needed.
Member for 2 Years