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 141 Members
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David Gaynor
Member for 2 years
Managing Director
Marshall & Stevens Incorporated
Call me when... a valuation is needed. I perform valuations for gift and estate tax purposes, financial reporting, fairness/solvency, and healthcare compliance.
Peter Ho
Member for 1 year
Managing Partner
Brio360
Call me when... you want to maximize the value of your company before exit, or if you need help with financial modeling and financial storytelling
Mark Dailey
Member for 1 year
Partner
Newport LLC
Call me when... Newport is a nationwide consulting group which uses the Capability Maturity Model to help companies prepare for due-diligence prior to being sold.
Kevin Manning
Member for 7 years
Advisor
Associated Benefit Consultants
Call me when... 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.
Omid Zareh
New Member
Managing Partner
Weinberg Zareh Malkin Price LLP
Call me when... Your business is planning a major decision, planning for succession, or is in the middle of. nightmare.
Timothy Throckmorton
Member for 1 year
Sr. Managing Director, Client Planning and Consulting
Webster Private Bank
Call me when... Desire to save tax before selling a business
Dave Altman
Member for 11 months
Principal
Bernstein Global Wealth Management
Call me when... Raising capital, Thinking about an exit, transitioning to the next generation.
William Conron
Member for 9 years
Partner
PKF O’Connor Davies
Call me when... You have you have a client who has a question related to planning for an exit to bounce it off me.
Marilyn Garcia
Member for 5 years
Principal
Citrin Cooperman
Call me when... when you're involved in a transaction that needs assistance with either buy-side or sell-side due diligence/Quality of Earnings
Julian Friedman
Member for 6 months
Insurance Specialist
Hotaling Insurance Services
Call me when... I am happy to help with all matters related to life insurance, estate planning, commercial insurance for business owners and real estate holders.
John Basile
Member for 6 months
Business Development, Advisory Services
Citrin Cooperman Advisors
Call me when... Buy and Sell-Side Due Diligence, Outsourced Finance/Accounting, Digital Transformation (ERP, CRM, etc.)
Michael Ruggiero
Member for 8 years
Partner
PKF O'Connor Davies, LLP
Call me when... If you have any accounting, audit, tax and/or advisory needs in either the commercial or non profit space please reach out.
James Murphy
Member for 9 years
Managing Partner
Belden Hill Partners
Call me when... 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).
Jeff Swiggett
Member for 13 years
President
VR Business Sales
Call me when... A business owner(s) is seeking to engage an itermediary in a sell side or buy side engagement.
Thomas Kilfoyle
Member for 6 years
Principal
Footnote Journal LLC
Call me when... Business owner(s) interested in developing a risk profile. We take a systematic approach to risk and investment in order to generate liquidity and sustainable income streams.
Winston Bragg
Member for 6 years
Personal & Commercial Risk Advisor
Levitt-Fuirst Insurance
Call me when... 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.
Peter Wollmeringer
Member for 1 year
Managing Director
Rockport Investment Partners
Call me when... you have a situation that may require valuation expertise such as business valuation
Diane Johnston
Member for 6 years
Senior Vice President – Wealth Management
UBS Financial Services, Inc.
Call me when... You need help navigating complexity and want to pre-experience wealth creation decisions.
Nathan Collins
Member for 1 year
Financial Advisor
Raymond James
Call me when... your client needs tax, estate and financial planning from a wealth manager who has actual experience selling a company for mid-eight figures.
Bruce Blasnik
Member for 8 years
Partner
PKF O'Connor Davies LLP
Call me when... You or a business you know needs assistance with due diligence, tax or succession planning, an M&A transaction, or audit and accounting services.
Keith Michaelson
Member for 7 years
Owner
The Lovins Group
Call me when... your family business is going through a generational transition or family issues are getting in the way of making business decisions.
Ron Reuter, CTP/CVA
Member for 8 years
Managing Director
RJ Reuter Business Consulting
Call me when... There is distressed financial performance threatening the business, debt negotiation and restructuring, refinancing or a sale
Stefan Prins
Member for 3 years
Sr. Manager
PKF O'Connor Davies
Call me when... I'm an auditor at PKF O'Connor Davies.
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