XPX DC Metro
Members

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 69 members
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James V. Irving
Shareholder
Bean Kinney & Korman, PC
Member for 9 Years
Abby Bensimhon of Employee Benefit Research Institute is a member of XPX DC Metro
Abby Bensimhon
Chief Operating Officer
Employee Benefit Research Institute
You're interested in learning more about retirement and financial wellness research
Member for 8 Years
Chris Tully of Sales Growth Advisors is a member of XPX DC Metro
Chris Tully
President, Sales Growth Advisors
Sales Growth Advisors
A business owner needs help to scale their revenue ahead of an exit by building a reliable sales process, sales infrastructure and sales strategy with the right sales leadership.
New Member
Akila Narayanan of Cortland Valuation is a member of XPX DC Metro
Akila Narayanan
Cortland Valuation
You need valuation of a business or business interest for tax compliance, management planning, financial reporting or litigation support.
Member for 3 Years
Silver
John Yun of Yun Wealth Management Group at RBC is a member of XPX DC Metro
John Yun
Senior Vice President – Financial Advisor
Yun Wealth Management Group at RBC
You are expecting a major liquidity event related to your company at any future time and need exit planning organization across multiple advisors or if retirement from an employer is within five years
Member for 3 Years
Stephanie Katz of CETA Benefit Consulting Group, LLC is a member of XPX DC Metro
Stephanie Katz
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
Member for 10 Years
Guinevere Seaward
Senior Manager
Grant Thornton LLP
You are looking to sell your business (or invest in a new one) and need state & local tax diligence or advice
New Member
Peter Schwartz
Vistage Chair
Vistage Worldwide
CEO Coaching / Senior Leadership Development
New Member
Sylvia Lagerquist
President
Haines & Lagerquist CPAs, LLC
A business owner wants to work on the business as well as in the business.
Member for 3 Years
Sara Hartary
Founder / CEO
BizOps Solved
You want to make a business more valuable, run optimally, grow, and improve the owner's life. We build enterprise value to benefit business owners, whether they're actively planning an exit or not.
New Member
Michael S Gottlieb
Founder/Managing Member
Momentum Law Group
You're looking for an advisor that takes a different approach to the practice of law. My practice is entirely focused on representing entrepreneurs.
New Member
Sterling Neblett of Centurion Wealth Management LLC is a member of XPX DC Metro
Sterling Neblett
Founding Partner
Centurion Wealth Management LLC
You want financial peace of mind and a clear and realistic vision of your financial future.
Member for 5 Years
Founding Sponsor
Jason Apolenis of Avenue Wealth is a member of XPX DC Metro
Jason M Apolenis
Principal
Avenue Wealth
You want the peace of mind that comes with being well-planned
Member for 4 Years
Silver
Gary Altman of Altman Associates is a member of XPX DC Metro
Gary Altman
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.
Member for 6 Years
Jeremy Feinberg
Partner
Taksey Neff Feinberg, LLC
Member for 7 Years
Candace Kaplan of Kaplan Financial Group, LLC is a member of XPX DC Metro
Candace Kaplan
CEO
Kaplan Financial Group, LLC
You or your client wants to create or maintain a legacy.
Member for 11 Years
Taylor Devine of The CDI Group is a member of XPX DC Metro
Taylor Devine
Founder & Managing Partner
The CDI Group
You or your client want help with Corporate Development (Helping you manage from current to desired state), Investment Banking (Capital Raise) M&A (Buyer, Seller), Estimates of Value.
Member for 7 Years
Jeffrey Gregorio of Merrill Lynch is a member of XPX DC Metro
Jeffrey D. Gregorio
Senior Financial Advisor
Merrill Lynch
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.
Member for 3 Years
Theodore Goldstock of Lerch, Early & Brewer, Chtd. is a member of XPX DC Metro
Theodore R. Goldstock
Partner
Lerch, Early & Brewer, Chtd.
You want to buy or sell a business, are interested in succession planning, or if you are involved in a shareholder/member dispute.
Member for 8 Years
Silver
Robert Cohen of Cohen CPA Strategies, LLC is a member of XPX DC Metro
Robert N. Cohen
Managing Member
Cohen CPA Strategies, LLC
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.
Member for 9 Years
Silver
Jenifer Flynn of Tucker and Meltzer is a member of XPX DC Metro
Jenifer Flynn
Manager
Tucker and Meltzer
You or your client are in need if business valuation services.
Member for 9 Years
Virginia Dinzey-Taveras of Adaptive Bookkeeping & Consulting, LLC dba Adaptive Business Solutions is a member of XPX DC Metro
Virginia Dinzey-Taveras
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.
New Member
Dan Bernstein of The Raivax Group is a member of XPX DC Metro
Dan Bernstein
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.
Member for 3 Years
Jeremy Bendler of Bendler & Company, PC is a member of XPX DC Metro
Jeremy Bendler
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.
Member for 11 Years
Joel Susco of Withum Smith + Brown is a member of XPX DC Metro
Joel C Susco
Partner
Withum Smith + Brown
You are seeking more personal attention or you are no longer interested in handling your own tax and accounting needs.
Member for 7 Years

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