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

Insurance specialist
Hotaling Insurance Services

You have coverage questions, or hard to place insurance.

President
Strategy Sales Partners

When a top executive needs to grow revenue while still maximizing ROI.

Managing Director
Bank of America Private Bank

An individual, family, or not for profit organization, is looking for a customized solution to a complex situation involving investments, financing of personal assets, or the sale of a business.

President/CEO
Safe Harbor Asset Management

You are in need of a tax mitigation specialist, particularly when you're facing a large capital gains tax and need a solution.

Sr. Finance and Operations Consultant
Robert Pravder Consulting, LLC

You need an entrepreneurial, growth-oriented finance executive who has served as CFO for high-potential middle-market companies, and can transform or turnaround your business.

Associate
Integrated Financial Concepts

A business owner is or should be considering considering the next opportunity for their business. Are they expanding? Are they planning to exit or sell? Will they be financially independent?

Director
Wealthspire Advisors

An owner is contemplating or has completed a sale or transfer of their company. My team and I provide advice and planning around the impact of the sale to their personal financial management.

Manager - Transaction Advisory Services
https://www.citrincooperman.com/

Never

Owner
HCRMA, LLC

Before you sell your business to discuss tax efficiency, succession and estate planning g.

Director
CFO Consulting Partners

Seeking strategic or tactical CFO support (part-time, interim or consulting) or M&A and exit planning transaction advisory

Senior Vice President
RBC Wealth Management

You simply need a second set of eyes on a solution or are looking to provide a creative holistic strategy to enhance the after tax value of a family enterprise

Private Wealth Advisor
William Blair

You are working with a business owner and you need some financial modeling done to demonstrate the impacts or tradeoffs of various decisions or scenarios the owner is contemplating.

Managing Director
Sterling National Bank

Senior secured lender

Assurance Manager
Marcum LLP

You're looking for a firm with excellent client service from a full spectrum of traditional tax, accounting, and assurance services. I work in assurance services specializing in SEC, High-Tech, and Manufacturing/Distrubution companies.

Commercial Insurance Consultant
ACBI Insurance

You or your clients have a need for individualized risk management and employee benefits consulting with a white glove approach.

CEO
DZS Capital LLC

Looking to acquire a small to medium size business

Founder and Managing Member
Brody and Associates, LLC

You have an employee-related issue including court and agency cases, governmental personnel-related audits, or you need counsel on addressing any employee-related issue.

partner
Withum

Exit or Succession Planning, Advisory Board

Director of Originations
Great Rock Capital

Asset-based lending opportunities

President
Champion Elevator Corp.

Call me when you or someone you know are in need of Elevator related services.

Call when you or anyone you know is selling or buying and elevator related buisness.

Managing Director
Albu Consulting

We help CEOs and their Leadership teams make strategy happen. We accomplish that by collaboratively working with clients to develop achievable strategies and plans.

Managing Director
Appraisal Economics

You need a valuation.

Co-Founder & Senior Managing Director
CFO Consulting Partners LLC

Need financial planning for buy or sell side transactions

PARTNER
B2B CFO

A privately held company needs help with traditional CFO financial planning and analysis, controls, strategic planning and transition planning.

Senior Vice President
Wealthspire Advisors

Trusts and estates expertise is needed.

M&A Advisor
Touchstone Advisors

A business is for sale with Sales of $5M + and EBITDA of $1M + and when a business owner needs a valuation

Financial Advisor
RBC Wealth Management

You or your client would like advice on how to efficiently grow and diversify existing wealth, or to convert recently generated liquid assets into reliable current and future income streams.

Managing Partner
Cornell Global LLC

A company recognizes the opportunity or the need to drive increased business value through talent management strategies. I know how to build value through people.

partner
Reynolds & Rowella, LLP

For assistance with traditional accounting services, including tax and audit, as well as planning for a successful exit for closely - held business owners.

Senior Vice President
UBS

There is a need for a Wealth Management team that has significant experience helping families work through transition events during their lifetime.

Managing Director
CSG Partners

Your client is thinking about: (i) succession planning; (ii) selling a business; or (iii) establishing a new employee retirement benefit plan. An ESOP solution could have significant advantages

Chairman
General Network Service Inc.

Business hour, Business days

President
Sandler Training PEAK Sales Performance

We coach Executives, as well as Business Owners, in the definition of their expected top line growth curve, especially where the top line has flattened and sales competency needs to be raised.

Private Wealth Advisor
Twenty Four Wealth

You would like to have a Certified Financial Planner™️ with over 25 years of experience review your investments and financial planning goals.

Managing Director
RJ Reuter Business Consulting

There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale

Managing Partner
Consumer Growth Partners

Consumer Growth Partners (CGP) is a private equity investment and advisory frm with an exclusive focus on retail and non-perishable branded consumer products companies in the lower middle market with $2.5-10mm of EBITDA.

Vice President, Business Development Executive
Marsh Private Client Services

There is a need for personal insurance and individual risk management consulting

Managing Director
Andersen

There are complex tax compliance and consulting planning, primarily involving personal income, fiduciary, charitable and estate and generational wealth transfer tax issues.

Partner
Gesmer Updegrove LLP

You have any tax-related needs pertaining to closely-held business or other private equity enterprises.

Partner
Citrin Cooperman

Clients entrust me with a great responsibility: to guide them and help grow and preserve their assets. I work tirelessly each day to preserve their assets for their lifetime and for future generations

Principal
Citrin Cooperman

When you're involved in a transaction that needs assistance with either buy-side or sell-side due diligence/Quality of Earnings

Sr. Financial Advisor
Congress Wealth Management

Someone wants to build, manage, and protect their wealth.

Partner
Akerman LLP

A preeminent corporate lawyer with experience in sell/buy-side mergers and acquisitions, venture capital and securities law; consummate deal maker with ability to lead and close deals of all sizes.

Partner
PKF O'Connor Davies

You need an expert in business valuation, purchase price allocations and/or financial forensics.

Touchstone Advisors

You need a professional to discuss your business ownership exit planning options.

Partner
Martin DeCruze & Co. LLP

You have you have a client who has a question related to planning for an exit to bounce it off me.

Advisor
Associated Benefit Consultants

You encounter a business owner who would benefit from an independent review of an existing retirement plan (401K, profit sharing, cash balance), or looking to start a new plan.

Partner
Center Brook LP

A company, stressed or healthy, needs to sell, merge or access financing

Financial Services Professional
Certified Financial Services, LLC

Someone needs education on how to protect, grow, and exit their business.

Founder
Business Seller Center

It's time to see what your business is worth and take it to market

Partner
Citrin Cooperman

Clients are looking to build value through better accounting and finance, operations, and technology ahead of an exit

Chief Operating Officer
DSJ Advisory Group LLC

Either you or your client can benefit from trusted advise in the tax, accounting, or advisory space!

Partner
Martin LLP

You need legal or business advice regarding mergers and acquisitions, debt or equity finance, joint ventures, securities, and other general corporate and commercial matters or transactions.

Managing Partner
Energy & Industrial Advisory Partners

You are looking to sell your business

Associate
Martin LLP

Whenever you need advice on corporate or governance matters or when you’re considering a transaction.

President & Founder
Stony Hill Advisors

Call me when you have a referral.

Financial Services Professional
Integrated Financial Concepts

Companies or executives looking for ways to reduce employee acquisition costs and improve employee retention providing an alternative to “Stay Bonuses” including more flexibility, higher net income, increased benefits and reduced risk. Business owner

Vice President, Charitable Planning Consultant
Fidelity Charitable

Your client is looking to make a charitable donation in advance of a business exit.

Managing Director
UBS

When planning for liquidity and/or transition events. What will a sale or a transition mean for you, your family and your employees? Have you really planned this out?

Private Client Manager
Bank of America Private Bank

Wealth planning, Financing, Strategic Credit, Escrow setup, Strategic guidance, Pre and Post Exit Planning, M&A guidance

Managing Partner
Carter Morse & Goodrich

A business owner is contemplating a transaction (Financing, Sale or Acquisition), even years in advance of a transaction so we can help the owner maximize shareholder value.

Managing Director
Carter Morse Goodrich

Business

Vice President
Key Bank

Middle Market Commercial Banking Relationship Manager covering publicly and privately held companies +25 million in revenue.

Principal
Forctis Advisory Inc.

Navigating the uncharted waters of business transition - optimizing for your success.

President/Owner
Albu Consulting LLC

A company is interested in improving performance through strategy management - strategic planning and execution.

Vice President
Belden Hill Partners

Succession/liquidity planning options ("Consulting"), access to the debt or equity capital markets ("Corporate Finance"), or navigating the sale process for their business ("M&A Advisory").

Managing Director
Scout Valuations

A business valuation is needed for business planning, estate planning or litigation.

Partner and Portfolio Manager
Brown Advisory

A family or executive is about to enter a period of transition whether that is starting or selling a business or considering any major life/professional changes

CEO
Avalon Net Worth Group

A Company Healthy or Stressed wishes to Sell or Merge
needs new financing Senior and below.

Financial Advisor
UBS Financial Services, Inc.

On my cell day or evening

Wealth Management Advisor
Davies Wayland & Associates

There are family business, wealth planning and investment, or executive compensation problems to be solved.

Senior Vice President
KeyBank

You have any kind of banking need or general question.

Managing Director
Wealthspire Advisors

Client is seeking to build a plan for managing wealth (pre or post-sale).

President
AlanBoothCoach, LLC

Staff is not meeting your expectationsLiving in chaos with your business or firmNeed confidential guidance to resolve a problem

VP, Relationship Manager
Key Bank

SBA lending, conventional lending, FX, Private Bank/Wealth Management

Director, Operations
Hamilton Robinson Capital Partners

Always in the market for LMM deals in the industrial sector and investors who like this space.

Managing Director
MPI

I do valuations of private companies for estate planning, financial reporting and litigation.

Vice President
Live Oak Bank

You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.

Managing Partner
NBT Associates LLC

Thinking about a liquidity event in the near term or over the horizon and want to maximize your enterprise value? We should talk.

Vice President/Sr. Relationship Manager
Key Bank

You have a financing need whether for business acquisition or for business expansion, equipment purchases, or working capital needs, or you need a new Relationship Managed account with a bank.

Senior Vice President
Wealthspire

I help entrepreneurs and corporate executives achieve quality of life and financial freedom

Principal
Expense Reduction Analysts

You want to find the profit that is hidden in your expenses.

Managing Director
CFO Consulting Partners

Fractional/interim CFO Services; you're in the hiring process, or you don't have a CFO and need someone to assist you in planning, cash flow, finance/accounting.

Vice President
Live Oak Bank

You are seeking financing to buy our sell a business.

Personal & Commercial Risk Advisor
Levitt-Fuirst Associates, Ltd.

You are seeking insurance solutions to protect business and family assets. Our key liability coverage segments are: Construction, Real Estate, Retail, and Personal Home/Auto/Umbrella.

VP SBA Business Development
TD Bank

Your client is seeking financing during all stages of their business life cycle around expansion, equipment, real estate, working capital, and purchasing or selling their business

Founder
Jensen Law Firm LLC

Legal-business services

Managing Partner
Belden Hill Partners

Clients want growth capital (debt or equity), or wish to derisk (take some chips off the table) and access shareholder liquidity, in part (minority position sale), or, in whole (merger or acquisition).

Managing Director - Senior Advisor
Klingstein Fields Advisors

You are or know an owner/owners of closely held business that needs trustworthy advice regarding: Trust and Estate planning, Succession planning, advice on selling their closely held businesses at any stage from years away to an uninvited offer.

Director
CFO Consulting Partners LLC

We provide senior level financial management services to Boards of Directors and CEOs.We work with CFOs and Controllers to accomplish complex accounting and financial projects

CEO
Heide & Company, LLC

A multi-generational family business needs to improve its value in preparation for an exit

Esq.,
Law Office of Andrew N. Karlen

A business owner is or should be thinking about their ultimate departure from their business; Particularly when the client is an owner of or stakeholder in a family owned business;

President
Financial Structures and Advisory, Inc.

Considering how best to fund organic growth or acquisition, whether debt or equity, and requiring execution expertise and capability.

State Tax Director
GrantThornton LLP

There are state and local tax matters.

Managing Director
William Blair

Before selling the business to help with tax mitigation strategies and unique investment opportunities.

Partner
Moritt Hock & Hamroff LLP

You need a legal business advisor.

Director
CFO Consulting Partners, LLC

Seeking assistance on financial, strategic, SEC filings and capital structure assistance.

Partner
Fox Rothschild

When considering business succession issues, retirement and when a business owner wants to take some chips off the table. When deciding when and how to incentive key employees

Bernstein

Call me when....clients are approaching a liquidity event.

Senior Vice President-Wealth Advisor
UBS

My team provides detailed financial plans and investments for business owners/sellers and others.
Our goal is to help our clients make the best, informed, and thoughtful financial decisions.

Consultant
Expense Reduction Analysts

Organizations need to save money and time so they can improve their EBITDA

Founder & General Manager
VISTA HIGHLAND LLC

You, or your client, seek to sell your business to a trusted and experienced operator committed to directly managing and growing it for the long run

Sr. Managing Director
CFO Consulting Partners LLC

Buy or sell-side due diligence is needed. You need a part-time or interim CFO.The CFO needs to improve accounting operationsThe company needs a new accounting system.

President and Founder
Cedar Point Financial Services LLC

You or your clients are interested in creative ways to mitigate income and/or estate taxes.

Owner
The Lovins Group

Your family business is going through a generational transition or family issues are getting in the way of making business decisions.

Registered Rep
Four Springs Capital

You have sold an investment or income producing property and are looking for an alternative to a traditional 1031 Exchange.

Managing Director
Rockport Investment Partners

A client needs a valuation and/or support for a potential transaction and would like to work with a collaborative advisor.

Partner
Coastal Bridge Advisors

You need to answer the question “What Happens Next”? I work with wealthy clients and their families to achieve their vision of financial fulfillment, particularly in times of transition.

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