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 27 Members
Keith Wood
Member for 9 months
Wealth Advisor
Erie Wealth Advisors
Call me when... Your business is ready to take the next step—whether it’s retirement, passing the business to family member, or preparing for a sale. I am dedicated to helping clients navigate the complex financial, legal,and emotional aspects of the transition.
Elaine Eisner
Member for 1 year
Principal
Eisner Gohn Group
Call me when...
You need to understand an existing Insurance solution or look at new insurance strategies.
Dawn DiMartino
Member for 1 year
Regional Manager
PuzzleHR
Call me when... A Company needs HR Due Diligence or Support
Jennifer Hallos
Member for 1 year
Attorney
McCarthyLebit Crystal & Liffman
Call me when... you or a client needs guidance on trust and estate planning that is focused on asset protection planning and tax minimization.
Paul Carleton
Member for 1 year
Managing Partner
Carleton McKenna & Co LLC
Call me when... I can be of assistance
Shawn Ely
Member for 1 year
Managing Director
Lazear - ESOP Advisory
Call me when... You or your client are exploring Succession Planning / Transition options for your business.
Vince Liuzzi
Member for 9 months
President | Managing Director
Transworld Business Advisors of Cleveland Metro | Akron | Canton
Call me when... Need a business valuation or M&A support? Call me when you or your client are ready to buy, sell, or grow through acquisition. Let’s talk strategy and success.
Eric Wulff
Member for 1 year
Sr VP- Financial Advisor
Wealth Enhancement
Call me when... your business is at a fork in the road and you are debating whether to grow it further or sell it
Laura Sandstrom
Member for 7 months
Founder & CEO
V3 Advisory, LLC
Call me when... you want to know how much a business is worth and need someone to run all of the numbers! My diligence is next level, even if you are thinking of selling!
Tom Furnas
Member for 11 months
Managing Partner
Growth Strategies Group LLC
Call me when... You need help getting your business ready to sell! We can help with financial/operations/technology readiness assessments and improvements!
Sarah McIntosh
Member for 1 year
BDO/Realtor/Auctioneer
KIKO Auctioneers & Advisors
Call me when... your clients have liquidity needs.
Nathan Sable
Member for 8 months
Vice President, SBA Product Specialist
Huntington Bank
Call me when... you are looking for options around business transition, exit/succession planning, business expansion, business startup and debt consolidation. I addition, I look to help ETA's prepare for the banking process.
Linda Olejko
Member for 1 year
President and CEO
Cleveland Private Trust Company
Call me when...
I develop strategies to protect and secure my clients' wealth while simplifying their lives as they transition from "owner" to "investor"
Chris Jakyma
Member for 7 months
Managing Director and Senior Trust Officer
Cleveland Private Trust Co
Call me when... estate plan needs to be reviewed or revised
Dennis Schwartz
Member for 1 year
Managing Director
The WealthCare Group of Raymond James
Call me when...
You are looking to grow your business or transition your business while aligning your business, financial, personal and legacy goals.
Aaron Griffith
New Member
Regional Commercial Relationship Manager
Northwest Bank
Call me when... you are interested in discussing strategies to improve cash flow or finance growth. I take a consultative approach to help clients get to where they want to go. Email: aaron.griffith@northwest.com
Paul Stefunek
New Member
Director, Business Development
Houlihan Capital
Call me when... You need a valuation, are interested in raising capital or considering selling your business.
Shawn Hapanowicz
New Member
Wealth Advisor
FNB Wealth Management
Call me when... you have a business owner in need of financial planning to help structure the sale of their company to protect their wealth, minimize taxes, and plan for succession to turn a one-time exit into lasting financial security.
Richard Tanner
Member for 8 months
president
Ownership Advisors
Call me when... you are frustrated by the lack of transparency and conflicts of interest when evaluating important insurance recommendations and want a fiduciary process based on patented research
Darlene Campagna
Member for 1 year
President & Owner
Direct Opinions
Call me when... Direct Opinions specializes in the development of customer experience, employee engagement and market intel initiatives that help clients identify their competitive advantage and accelerate profitable business growth.
Monica Tarasco
New Member
President
Lantara Consulting LLC
Call me when... you need a boots on the ground, experienced strategic transaction quarterback who has worked in all phases of the M&A lifecycle and who has sat at several different seats at the deal table.
Donald Taylor
New Member
Senior Manager
Cherry Bekaert
Call me when... For buy or sell-side M&A, including quality of earnings and other financial, tax, IT and cyber due diligence; post-close M&A support including purchase accounting, integration, systems, data, audit and tax compliance.
