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XPX Community Exchange

New People. New Ideas. XPX is Always Growing to Help You – and Your Clients

Welcome to our Community Exchange! It’s designed to give you to get a quick snapshot of all the great new members, content and events at XPX- Exit Planning Exchange across our network. Please explore and click through to learn more about our members and benefit from the knowledge they share with the community. If you don’t want to miss this valuable update, subscribe to our monthly email digest.

New Members

Welcome Our New Members


Showing 38 members
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Alex Goss
Vice President - Small Business Lending
Live Oak Bank
You are seeking financing to either buy or sell a business
New Member
Mike Reiner of Comerica Bank is a member of XPX Austin
Mike Reiner
VP - Commercial Banking
Comerica Bank
We provide high-touch commercial banking services, helping middle market companies secure the custom-tailored financing solutions they need to accelerate growth. Real Estate | Equipment | Working Capital | M&A | SBA
New Member
Liam Mulcahy of BNY Mellon Wealth Management is a member of XPX DC Metro
Liam Mulcahy
Client Strategist
BNY Mellon Wealth Management
You need investment management, trustee services, escrow services, or you want a friend to ski with.
New Member
Frank Coppola
SBA Business Development officer
44 Business Capital/Berkshirebank
Business Acquisition, Partner Buy outs, Debt restructure, Real estate purchase
New Member
Thomas Myers
Financial Advisor
CG Financial Services
I coordinate your professional team, your CPA, attorney, and insurance professionals to ensure all parties are making recommendations that go directly toward you and your businesses goals.
New Member
Jim Cumbee
Tennessee Valley Group, Inc
New Member
Anapaula Lagarriga
Certified Business and Executive Coach
Business owner wants to set company up for exiting, growth,
New Member
Jared Talisman
Managing Director
Principal Alternative Credit
Private credit oppty for company with $5MM ebitda
New Member
Anthony J Cook
Principal, Private Wealth Management
You have a HNW client who needs world class planning and wealth management advice.
New Member
Eric Schwarz of Wells Fargo is a member of XPX Dallas
Eric W Schwarz
Wells Fargo
Family Office and Trust Services
New Member
Michael J Schodrof
Financial Advisor
You need someone with a wealth of experience in your advisory circle as a small business owner. I have 25 years of Financial Services experience. Through the platform at UBS, I have access to a boutique investment banking network to aid in a sale.
New Member
Will Horn
Bank of America; Private Bank
New Member
Marie Diaz
Chief Visionary and Owner of CEO CLUBS IMPACT WORLDWIDE
New Member
Nathan A. Doty
Vice President, Relationship Strategist
PNC Private Bank
I work with my PNC Private Bank partners, as well as with outside partners, to offer our clients financial solutions that meet the needs of them and their families.
New Member
Jason Mancivalano of JP Morgan Private Bank is a member of XPX New Jersey
Jason Mancivalano
Executive Director
JP Morgan Private Bank
Clients who need customized solutions to complex financial problems. I focus on Technology, Healthcare, Multi-Generational companies as well as Real Estate Families, providing pre- and post-transaction wealth planning with a goals-based approach.
New Member
Jeff Milkie
Managing Director
Principal Alternative Credit - Direct Lending
We provide creative and customized structured debt solutions to support acquisitions, growth capital, refinancings, and recapitalizations (ownership transfers, distributions, etc.)
New Member
Eric Pekkerman of Marcum, LLP is a member of XPX Long Island
Eric Pekkerman
Transaction Tax Supervisor
Marcum, LLP
A business owner is seeking to sell the company and needs assistance determining the financial and tax implications; or a buyer needs to perform financial and tax due diligence on a potential target.
New Member
Mario Zumbo
Founder & President
Preserve Private Wealth
You have a business owner or entrepreneur who needs a comprehensive wealth advisor to quarterback their financial life before, during or after a liquidity event.
New Member
Jeff Schott of Tactegy LLC is a member of XPX South Florida
Jeff Schott
Managing Partner
Tactegy LLC
Considering a sale; there's bookkeeping & accounting, but no CFO. Financial Modelling, Forecasting, KPI’s, Add-backs, Working Cap, Valuation, Due Diligence Support, & deep operational expertise.
New Member
Matthew Quinn
SVP Middle Market
Key Bank
Help clients through the exit planning process using a diverse network of XPX professionals
New Member
Anthony Tomaro
Partner In-Charge of Consulting Group
Grassi & Co., CPA's P.C..
You want to get really to sell your company or looking to buy one
New Member
Hilda Mwangi of HAZ Advisors LLC. is a member of XPX Atlanta
Hilda Mwangi
Chief Financial Officer
HAZ Advisors LLC.
Call me if you need a detailed financial due diligence report. We will quickly identify red flags and financial weaknesses that can greatly impact the value of a business.
New Member
Joe Kozubowski of EOS Worldwide is a member of XPX Triangle
Joe Kozubowski
EOS Implementer
EOS Worldwide
You want to get more from your business and create more value. We provide a simple yet powerful set of tools called EOS to help owners gain Vision, Traction and grow a healthy leadership team aligned with the company's Vision.
New Member
Joe Dye Dye Culik
Dye Culik PC
You need an attorney for business matters like M&A, other contracts, disputes, and litigation.
New Member
Dan Kaplan of SMC Data Systems is a member of XPX New York
Dan Kaplan
SMC Data Systems
ERP Software for mid-market manufacturers, distributors and food companies
New Member
Jonathan Vogt
Senior Vice President
Senior Bank Debt, M&A Financing, Term Debt, LOC & CRE Financing. Access to KeyBank's specialized IB Industry knowledge & expertise, Capital Markets, Cash Flow/ABL/LevFin, Treasury/Payments, Leasing, FX, & Wealth Mgt. Responsive.
New Member
May Jiang, CPA, CFP®, CEPA®
Business owners want to know and understand the value of the business and want to build on it and maximize it before exit.
New Member
Christine Hollinden of Hollinden Marketing Solutions, LLC is a member of XPX Houston
Christine M Hollinden
Hollinden Marketing Solutions, LLC
Companies are seeking growth strategy, marketing, and communications pre, during and post transaction
New Member
Michael Palma of Traverse Capital Management is a member of XPX Long Island
Michael D Palma
Managing Director
Traverse Capital Management
Business owners need help investing the proceeds of an exit, particularly to fund retirement or other specific goals.
New Member
Ian Goldberger of Kaufman Rossin & Co. is a member of XPX South Florida
Ian Goldberger
Principal, Transaction Advisory Services
Kaufman Rossin & Co.
You need an accounting firm involved in the sales process (i.e. quality of earnings and/or tax structuring)
New Member
Christopher A Andracsek
Partner in charge- Columbia Office
Dembo Jones, PC
Audit, accounting, tax or business planning issue arises.
New Member
Brendan Sachtjen
Private Equity NE Practice Leader
Bank United
Private Equity bank financings
New Member
Michelle Sledz
Business Performance Advisor
You are looking to become the employer of choice by partnering with an exceptional Full Service HR, Payroll, Benefits, and Performance Management Solutions company to help drive top line growth and scalability for your growing company.
New Member
Sal Cocuzza of DBD Partners is a member of XPX New York
Sal Cocuzza
DBD Partners
You or someone you know needs an Investment Banking intermediary for Merger, Acquisition, Divestiture, and more.
New Member
Lewis James Walker
Life Transitions Advisors, LLC
A Certified Financial Planner (CFP) or Certified Exit Planning Advisor is called for
New Member
Dennis Buck
Managing Director
Grant Point Group
You or your client needs help with M&A.
New Member
Jed Hysong of B2B CFO is a member of XPX Triangle
Jed Hysong
I serve owners of companies who want to increase cash, obtain financing, grow profitably, increase company value, plan strategically, and/or prepare a business to sell.
New Member
Michael Barret Jones
Chief Philanthropy Officer
The Community Foundation for Northern Virginia
You need a philanthropic vehicle (DAFs, Scholarships) to serve the community or to offset the taxable amount of a wealth event.
New Member

New Posts in The XPX

Knowledge Exchange

Owner's Academy & Advisor Exchange

Hello, I am pleased to share some exciting news — earlier this month, my colleague, Danielle Friedman, and I (Herb Fineburg) published an article titled “The Benefits of Revocable Trusts in Estate Planning” in the Spring 2023 issue of the Pennsylvania CPA Journal for The Pennsylvania Institute of Certified Public Accountants (PICPA). As revocable trusts become increasingly common in…

Date: March 31, 2023 Start Time: 12 p.m. EST End Time: 1 p.m. EST Platform: Zoom Questions: Chat Click here for Free Ticket: Jackie Insinger This is a book about brilliance. Brilliance in all aspects of our experience as leaders: our relationships, our talent, our performance, our outlook. Brilliance in our work, which is amplified…

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Want to Know More?

XPX is a multi-disciplinary community of professional advisors who work collaboratively to help owners build valuable businesses and assist them in preparing and executing a successful transition. Our members have specific areas of expertise as well as a holistic understanding of the breadth of challenges an owner faces throughout the stages of the private company life cycle.

We are unique in that we are the only open advisor network in the private company/business value transfer market. This means that we do not advocate a single approach or vendor. Instead, we endeavor to be a place where all advisors, owners and vendors can interact and collaborate.  Each XPX Chapter is a locally-controlled non-profit organized by national and regional leaders in the private company market. 

XPX Community Exchange

Learn More About Our Community

Welcome to our Community Exchange! It’s designed to give you to get a quick snapshot of all the great new members, content and events at XPX across our network. Please explore and click through to learn more about our members and benefit from the knowledge they share with the community. If you don’t want to miss this valuable update, subscribe to our monthly email digest.