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 133 members
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Joshua Shoshan
Member for 2 Years
Senior Vice President
Wealthspire
I help entrepreneurs and corporate executives achieve quality of life and financial freedom
Ken Zinghini
Member for 4 Years
Partner
Martin LLP
You need legal advice on a corporate or business matter -- such as financing (debt or equity), buying, selling, investing in or operating a business -- or are interested in the federal Opportunity Zones capital gains tax program.
Michelle Orr
Member for 2 Years
Vice President
Live Oak Bank
You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.
Keith Michaelson
Member for 6 Years
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.
Jeffrey Appleman
Member for 3 Years
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
Bob Pravder
Member for 4 Years
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.
Anthony Festa
New Member
Director
Marshall & Stevens
You have a question or need with regards to any/all tangible asset (machinery or real estate) issues, including business valuation.
Anthony J Cook
New Member
Principal, Private Wealth Management
AB
You have a HNW client who needs world class planning and wealth management advice.
Michael McGuire
Member for 2 Years
Vice President
Key Bank
Middle Market Commercial Banking Relationship Manager covering publicly and privately held companies +25 million in revenue.
John Gover
Member for 4 Years
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.
Marilyn Garcia
Member for 3 Years
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
Roy E Johnson
Member for 3 Years
M&A Advisor
Touchstone Advisors, LLC
A business owner is contemplating an exit from his/her business or needs a financial analysis and/or valuation for the business.
Candace Benzel
New Member
Senior Vice President
Merrill Lynch
There is a need for bespoke wealth management services for families that have accumulated significant wealth and are looking for a sincere, caring and optimistic advisor that truly cares about her clients.
Berk Nowak
Member for 3 Years
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
FRANK R RUSSO
Member for 3 Years
Principal
Forctis Advisory Inc.
Navigating the uncharted waters of business transition - optimizing for your success.
Kevin F. Murray
New Member
Founder
Business Seller Center
It's time to see what your business is worth and take it to market
Elizabeth Cahill
Member for 6 Years
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.
Daniel Trudo
New Member
Senior Managing Director
Peapack Gladstone Bank
Companies are looking for a banking expert to help strengthen liquidity and secure debt for acquisitions, equipment and Real Estate
Michael Kazakewich
Member for 3 Years
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.
JR Romano
New Member
Partner, Wealth Advisor
TrinityPoint Wealth
We are an independent, fiduciary investment firm working with individuals and families, business, owners, retirement plans and institutions.
Roy Johnson
Member for 3 Years
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
Thomas R Heide
Member for 2 Years
CEO
Heide & Company, LLC
A multi-generational family business needs to improve its value in preparation for an exit
Harvey M. Katz
Member for 6 Years
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
Steven Reisberg
Member for 4 Years
Signing Director
CLA
Your client needs to better understand their financial results and processes.
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