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 60 Members
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Todd Feldman
Member for 11 years
CFP®, CExP™
OBSIDIAN PLANNING SOLUTIONS
Call me when... 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.
Bernard Suissa
Member for 2 years
Private Wealth Financial Advisor
Motif Private Wealth of Wells Fargo Advisors
Call me when... You or your client is seeking a high level of investment and financial management with care, honesty and transparency
Kevin Learned
Member for 13 years
Managing Partner
Reston Law Group, LLP
Call me when... You need an outside general counsel and advise clients on general corporate and securities matters, including stock and asset purchases/sales, mergers and acquisitions (M&A).
Liam Mulcahy
Member for 1 year
Financial Advisor
Raymond James
Call me when... you or a client needs investment management, tax management, lending, corporate trustee, or estate planning services.
Robert Cohen
Member for 11 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.
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.
Stephanie Katz
Member for 12 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
Narayanan ( Raj) Natarajan
Member for 11 years
Director & Founder
L.N. Holdings Inc
Call me when... M&A Advisor - Information Technology Sector
Ted Smith
Member for 3 years
Wealth Advisor
Next Capital Management
Call me when... You are thinking about thinking about selling your business.
Kwesi Robotham
Member for 5 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.
Gordon Kimpel
Member for 6 years
Partner
Veritas Financial
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.
Jeremy Bendler
Member for 13 years
Partner
Bendler & Company, PC
Call me when... you are considering the tax ramifications of a transaction. Managing the tax burden associated with a deal is often critical in taking the deal to closing.
Jeffrey Gregorio
Member for 5 years
Senior Financial Advisor
Merrill Lynch
Call me when... you are building an advisory team and I can assist in the wealth management side of retirement, multi-generational or other complex planning within that advisory team.
Evan Gottfried
Member for 9 months
Director
CohnReznick LLP
Call me when... you are looking for advisory, assurance or tax services related to an acquisition or a planned exit from an investment.
Stephanie Gumm
Member for 2 years
Certified Exit Planning Advisor & Financial Planner
Horizon Advisory Group
Call me when... A business owner is open to a conversation about saving on taxes, holistic financial planning, retirement planning, issues with turnover of key executives, estate planning needs
Dan Doran
Member for 2 years
Founder
Quantive
Call me when... You have a client in need of exit prep, valuation, or sell-side M&A help
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
Joel Susco
Member for 9 years
Partner
Withum Smith + Brown
Call me when... you are seeking more personal attention or you are no longer interested in handling your own tax and accounting needs.
Douglas Brown
Member for 1 year
Business Advisor and Broker
Business Value Booster LLC
Call me when... you have a client who owns a small business as part of their total assets, even if they THINK they won't be exiting for several years
Edward Snyder
Member for 13 years
CPA
Snyder Cohn
Call me when... 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
Edward Tuvin
Member for 11 years
SVP
Atlantic Union Bank
Call me when... you are seeking commercial financing
Kris Kornemann
Member for 12 years
Financial Advisor, CFP®
Financial Advantage Associates
Call me when... Someone needs help making sense of their financial situation and wants to leverage their opportunities for their future
Peter Schwartz
Member for 2 years
Vistage Chair
Vistage Worldwide
Call me when... CEO Coaching / Senior Leadership Development
Melinda Merk
Member for 1 year
Estates and Trusts/Tax Attorney
McCandlish Lillard, PC
Call me when... seeking legal and tax advice for business owners and high net worth individuals in the areas of estate planning, estate and trust administration/litigation, asset protection, business succession and pre-sale planning and charitable giving.
William Passer
Member for 2 years
Principal
P3 Partners, Inc.
Call me when... you or your client requires the expertise of a strategic executive at the CFO/COO level to advise on growth alternatives.
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