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 58 Members
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Gordon Kimpel
Member for 7 years
Partner
FIRST FINANCIAL Group
Call me when... Clients need advice with financial planning, organizing and analyzing their life, disability and long term care needs; to structure and fund their buy sell agreement; or ways to retain key employees.
Sylvia Lagerquist
Member for 5 years
President
Haines & Lagerquist CPAs, LLC
Call me when... A business owner wants to work on the business as well as in the business.
Steven Collins
Member for 5 years
Wealth Manager
XML Financial Group
Call me when... one is looking for a partner to help engage, educate and empower them toward the utilization of a wide range of investment tools in order to achieve their most important life's objectives.
Karen Shapiro
Member for 13 years
Principal
Stein Sperling Bennett De Jong Driscoll PC
Call me when... Call when you are planning any business succession or transaction including buying and selling businesses, equity and debt financing transactions, and reorganizations.
Sara Hartary
Member for 2 years
Managing Director
Quantive
Call me when... You meet a business owner who wants to improve business performance, grow, increase enterprise value, and reclaim balance in their life. We create optionality for business owners to execute the exit they want, on their own terms.
Abby Bensimhon
Member for 11 years
Fractional CFO
Precision Financial Consulting
Call me when... Business Consulting and Financial Education
Kwesi Robotham
Member for 6 years
Managing Director
Kingstowne Advisors, LLC
Call me when... We help small businesses grow their bottom line by 50% within 12 - 18 months while helping owners and executives create tax advantaged income and exit strategies.
Stuart Sorkin
Member for 9 years
Managing Member
The Business and Legal Advisors, LLC
Call me when... If you are forming a new business, your business is not growing or you want to exit your business
Tim Biddle
New Member
Business Broker
Custom Business Sales
Call me when... You or someone you know needs to talk to someone about selling their business
Daya Naef
Member for 7 months
CEO and Law Firm Co-Pilot
The Success Partner
Call me when... starting, pivoting or exiting in your law firm or legal career, professional development and business development customized for your firm, CLE accreditation upon request
Drew Rossi
Member for 2 years
Director
Oppenheimer
Call me when... You have a client looking to sell or acquire a business or raise debt or equity capital to fund the growth of their business.
Robert (Bob) Webb
Member for 11 years
Principal
Miles & Stockbridge, P.C.
Call me when... when you need the counsel of a business attorney with over 40 years experience working with growing businesses from formation thru successful exit or succession.
Stephanie Katz
Member for 13 years
President
CETA Benefit Consulting Group, LLC
Call me when... there's a question or concern involving human resources or benefits, especially when considering a merger, acquisition, or sale of a business
Liam Mulcahy
Member for 2 years
Financial Advisor
Raymond James
Call me when... you or a client needs investment management, tax management, lending, corporate trustee, or estate planning services.
Michael Metz
Member for 4 years
Commercial Banker
TRUIST (Formerly SunTrust/BB&T)
Call me when... your established business client is dissatisfied with their current bank, or has a financing need over $1MM.
Cheryl Heusser
Member for 4 years
CPA
Snyder Cohn PC
Call me when... you have accounting/audit/tax or business planning needs.
Jim Frangenberg
New Member
Wealth Advisor
Wells Fargo
Call me when... When you need a collaborative partner in wealth management
Richard Chisholm
Member for 2 years
Attorney
WardChisholm, LLP
Call me when... A client who would benefit from legal advice and counseling in the areas of business succession planning, buy-sell agreements, or mergers or acquisitions, or any of my other practice areas.
Robert Cohen
Member for 12 years
Managing Member
Cohen CPA Strategies, LLC
Call me when... A client a starting a business, starting to think about selling or growing their business, or any tax related or financial decisions need to be considered.
Rich Volin
Member for 8 years
Attorney
Volin Employment Law, PLLC
Call me when... you want to grow as a business, you are transitioning in your career, or you have litigation (and litigation avoidance) needs.
John Hannula
New Member
Fractional Chief Revenue Officer
Chief Outsiders
Call me when... Marketing, sales and revenue is stuck and the exec team needs help accelerating growth.
Ted Smith
Member for 3 years
Wealth Advisor
Next Capital Management
Call me when... You are thinking about thinking about selling your business.
Ron Moore
Member for 2 years
Business Optimization Specialist
Schooley Mitchell
Call me when... a business desires to keep more of the money they earn to increase profits, improve cash flow, and have more funds available to invest in their business.
Mac Winchester
Member for 2 years
Senior Regional Director
Principal
Call me when... Outside of market hours
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