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.
Member Directory
Showing 60 members
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Bernard Suissa
New Member
Private Wealth Financial Advisor
Motif Private Wealth of Wells Fargo Advisors
You or your client is seeking a high level of investment and financial management with care, honesty and transparency
David G Ross
Member for 5 Years
Partner
Garris Horn LLP
You need advice or representation re: shareholder/member disputes, business-to-business transactions and disputes, franchise law issues, or employment law issues.
Dan Bernstein
Member for 3 Years
M&A Advisor
The Raivax Group
A client needs an M&A Advisor to sell their business. Only sell side brokerage with a enterprise value over 1M.
Stuart Sorkin
Member for 7 Years
Managing Member
The Business and Legal Advisors, LLC
If you are forming a new business, your business is not growing or you want to exit your business
Cheryl Y Heusser
Member for 2 Years
CPA
Snyder Cohn PC
You have accounting/audit/tax or business planning needs.
William Passer
New Member
Principal
P3 Partners, Inc.
You or your client requires the expertise of a strategic executive at the CFO/COO level to advise on growth alternatives.
Sylvia Lagerquist
Member for 3 Years
President
Haines & Lagerquist CPAs, LLC
A business owner wants to work on the business as well as in the business.
Virginia Dinzey-Taveras
New Member
Founder & CEO
Adaptive Bookkeeping & Consulting, LLC dba Adaptive Business Solutions
You have accounting and bookkeeping issues, payroll and business growth. If you need to have your finance in order, accurate and able to make decisions based on your income and expenses.
Gary Altman
Member for 6 Years
Mr.
Altman Associates
I help individuals and business develop successful plans to dispose of assets and business interests in a tax efficient manner that will, eventually, protect the inheritance for children and heirs.
Edward L Snyder
Member for 12 Years
CPA
Snyder Cohn
Your business or nonprofit organization is looking ahead and would like a partner with good experience and a pro-active attitude. Our tax and accounting service is reliable and personal
Karen N. Shapiro
Member for 11 Years
Principal
Stein Sperling Bennett De Jong Driscoll PC
Call when you are planning any business succession or transaction including buying and selling businesses, equity and debt financing transactions, and reorganizations.
Matthew Haskin
Member for 2 Years
Member
The Business and Legal Advisors, LLC
If you are forming a new business, your business is not growing or you want to exit your business; or you are looking for an estate plan
Kris Kornemann
Member for 11 Years
Financial Advisor, CFP®
Financial Advantage Associates
Someone needs help making sense of their financial situation and wants to leverage their opportunities for their future
Richard Chisholm
New Member
Attorney
WardChisholm, LLP
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.
Todd M Feldman
Member for 10 Years
CFP®, CExP™
OBSIDIAN PLANNING SOLUTIONS
You come into contact with a business owner that needs assistance planning for the single most critically important emotional and financial event of their lives; the transition out of their business.
Stephanie Katz
Member for 11 Years
President
CETA Benefit Consulting Group, LLC
There's a question or concern involving human resources or benefits, especially when considering a merger, acquisition, or sale of a business
Megan E Daily
New Member
Associate
ArentFox Schiff LLP
You need customized assistance with mergers and acquisitions, private equity financings, joint ventures, entity formation and structuring, commercial contract drafting for national and international transactions, and general corporate law.
Kwesi Robotham
Member for 4 Years
Managing Director
Kingstowne Advisors, LLC
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.
MICHAEL A METZ
Member for 2 Years
Commercial Banker
TRUIST (Formerly SunTrust/BB&T)
Your established business client is dissatisfied with their current bank, or has a financing need over $1MM.
Edward A Bortnick
Member for 7 Years
CPA,CVA,MAFF, CFF
skmb,p.a.(Cpa's & Business Valuators)
You need a business valuation, litigation support, tax planning or preparation, an audit review or compilation, management consulting
Mark McKaig
Member for 5 Years
Partner
Centurion Wealth
You are looking for an independent financial planning & investment management firm who works in partnership with a select group of current and former business owners and executives.
Alan Schulman
Member for 5 Years
Principal
Insurance Benefits and Advisors
When your client needs to reduce the costs of their employee benefits and at the same time attract and retain employees with benefits. We provide better outcomes for our clients.
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